Companies covered: Vertiv Holdings Co. (NYSE:VRT), Johnson Controls, Inc. (NYSE:JCI), Rockwell Automation, Inc. (NYSE:ROK), Eaton Corporation, PLC (NYSE:ETN), Trane Technologies PLC (NYSE:TT), Hexcel Corporation (NYSE:HXL), Heico Corporation (NYSE:HEI), Transdigm Group Incorporated (NYSE:TDG), Boeing Company (The) (NYSE:BA), Bombardier Inc (OTCMKTS:BDRBF), Huntington Ingalls Industries, Inc. (NYSE:HII), General Dynamics Corporation (NYSE:GD), Northrop Grumman Corporation (NYSE:NOC), Rheinmetall AG ADR (OTCMKTS:RNMBY), BAE Systems plc - ADR (OTCMKTS:BAESY), RTX Corp. (Raytheon) (NYSE:RTX), Airbus SE (OTCMKTS:EADSY), Honeywell International Inc. (NYSE:HON), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), StandardAero Inc. (NYSE:SARO), GE Aerospace (General Electric Company) (NYSE:GE), Lockheed Martin Corporation (NYSE:LMT), L3Harris Technologies Inc. (NYSE:LHX), ATI Inc. (NYSE:ATI), Howmet Aerospace (NYSE:HWM), Fincantieri SpA (OTCMKTS:FNCNF), Allient Inc. (Allied Motion Technologies, Inc.) (NASDAQ:ALNT), MSA Safety Incorporporated (NYSE:MSA)
