XLI: High Quality Growth At A Reasonable Price

What sector combines defense, aerospace, electricity grids, transportation, and heavy machinery, all with clear growth drivers and not dominated by AI or data center build-out? The broader industrial sector, as part of the S&P 500 index (Experience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and app ...