"Drones, Space, and Defense are leading markets leading markets higher."

WRONG! Industrials are... Avg YTD: +13.7%
1. $FDX | YTD: +26.0% | 1M: +19.5%
2. $DE | YTD: +24.9% | 1M: +16.4%
3. $HON | YTD: +21.7% | 1M: +16.1%
4. $CAT | YTD: +21.4% | 1M: +19.4%
5. $GWW | YTD: +19.3% | 1M: +15.9%
6. $FAST | YTD: +18.0% | 1M: +14.2%
7. $ITW | YTD: +17.7% | 1M: +15.7%
8. $UPS | YTD: +16.2% | 1M: +9.7%
9. $EMR | YTD: +15.9% | 1M: +9.4%
10. $ETN | YTD: +14.2% | 1M: +16.6%

Have you been riding this wave?
http://valuesnapshot.io

2 more high-conviction themes to CRUSH the rest of 2026:

4. Materials & Critical Commodities:
$FCX $SCCO $BHP $RIO $LAC $NB
$CCJ $UEC $CRML $USAR $UUUU $COPX
$ALB $SQM $MP $LYSCF $DTREF $TMRC

5. Reshoring / Infrastructure Buildout:
$CAT $DE $VMC $PWR $OII $ACM $NEE
$ETN $EMR $NUE $STLD $MTZ $DY $HUBB $TPC $GEV $ENS $VMI $RRX $BIP

Which new themes are you stacking?

RonnieV: 3 Big Themes that will CRUSH 2026 all Year:

1. Nuclear + Power
$CEG • $CCJ • $VST • $BWXT • $FLNC
$OKLO • $SMR • $UEC • $LEU • $EOSE

2. AI Compute & Infrastructure
$NVDA • $AMD • $MU • $AVGO • $ASML
$TSM • $VRT • $NBIS • $CIFR • $IREN

3. Defense / Aerospace