Group 1: Growth Stocks Overview - Growth stocks can be diverse, with companies like Cintas and Sherwin-Williams showing average annual gains of over 25% and nearly 20% respectively over the past 15 years [1][2] - Despite the potential for overvaluation, there are still undervalued growth stocks worth considering [2] Group 2: Fluor Corporation - Fluor Corporation is a $7 billion diversified construction and engineering company with an average annual gain of 35% over the past five years, though only 1% over the past decade [4] - The stock is currently down 14% year-to-date, presenting a potential buying opportunity, with a forward-looking P/E ratio of nearly 18, close to its five-year average [4][6] - Fluor has a significant backlog of orders valued at $28.2 billion and holds a majority stake in the nuclear startup NuScale Power, which may benefit from the growing use of nuclear power in AI data centers [6] Group 3: Opendoor Technologies - Opendoor Technologies has shown an average annual gain of 42% over the past three years and is up 320% over the past year [7][9] - The company operates an online platform for buying and selling homes and has a price-to-sales ratio of just 1.1, suggesting it may not be overvalued [8][9] - A potential tailwind for Opendoor is the decline in interest rates, while a headwind could be the sluggish real estate market affecting its profitability [9][10] Group 4: Amazon - Amazon is a well-known growth stock with a forward P/E ratio of 28, significantly below its five-year average of 46, indicating it may be attractively priced [11] - The company is not only the largest online marketplace but also a major player in cloud computing through Amazon Web Services [11] - Amazon continues to grow and explore new avenues, including grocery deliveries, despite concerns about its growth rate relative to investments in AI [12] Group 5: Technology Select Sector SPDR ETF - The Technology Select Sector SPDR ETF has averaged annual gains of nearly 20% over the past 15 years and 32% over the past three years [13] - The ETF includes 68 stocks in sectors such as semiconductor equipment and internet services, with top holdings including Nvidia, Microsoft, Apple, and Broadcom [13][14] - It features a low expense ratio of 0.08%, making it an attractive option for investors looking to own a diversified portfolio of growth stocks without the burden of selecting individual stocks [14]

Industry Overview - The industrials sector has performed well despite overall market turbulence, with the Industrial Select Sector SPDR Fund (XLI) rising nearly 17% year-to-date, outperforming the S&P 500 [1] - Factors contributing to the sector's strength include federal government initiatives for reshoring manufacturing, increased infrastructure spending, and defense-related growth [2] Company Highlights - Primoris Services Corp. (NASDAQ: PRIM) reported a strong second-quarter earnings performance, with earnings per share (EPS) of $1.68, exceeding expectations by 58 cents, and a year-over-year revenue increase of 21% [4][5] - Primoris has a significant backlog of $11.5 billion, positioning it well to benefit from the growing demand in data center infrastructure, particularly in cloud and AI sectors [5] - AZZ Inc. (NYSE: AZZ) has successfully realigned its business through strategic divestments and acquisitions, including the purchase of Canton Galvanizing, which enhances its capacity and customer base [8][9] - Dycom Industries Inc. (NYSE: DY) reported an EPS of $3.33, surpassing expectations, with a revenue increase of nearly 15% year-over-year, indicating strong growth potential in the telecommunications and utility infrastructure sectors [11][12] Analyst Ratings and Forecasts - Primoris Services has a moderate buy rating from analysts, with a 12-month stock price forecast averaging $101.67, indicating a potential downside of 14.35% from the current price of $118.70 [4][6] - AZZ Inc. has a moderate buy rating as well, with a 12-month stock price forecast averaging $112.29, suggesting a slight downside of 0.68% from the current price of $113.06 [8][10] - Dycom Industries has a buy rating with a 12-month stock price forecast averaging $289.43, indicating a potential upside of 14.65% from the current price of $252.44 [11][13]

Core Insights - The Global X U.S. Infrastructure Development ETF (PAVE) is designed to provide broad exposure to the Utilities - Infrastructure segment of the equity market and was launched on March 6, 2017 [1] - PAVE has amassed over $9.12 billion in assets, making it one of the largest ETFs in its category [3] - The fund seeks to match the performance of the INDXX U.S. Infrastructure Development Index, which includes companies involved in various aspects of infrastructure development [4] Fund Details - PAVE has an annual operating expense ratio of 0.47%, which is competitive within its peer group, and a 12-month trailing dividend yield of 0.54% [5] - The ETF has a significant allocation in the Industrials sector, comprising approximately 74.10% of the portfolio, with Materials and Utilities as the next largest sectors [6] - The top three holdings include Howmet Aerospace Inc (4.22%), Fastenal Co, and Quanta Services Inc, with the top 10 holdings accounting for about 32.52% of total assets [7] Performance Metrics - As of July 24, 2025, PAVE has returned approximately 14.48% year-to-date and 18.22% over the past year, with a trading range between $33.78 and $46.15 in the last 52 weeks [8] - The ETF has a beta of 1.23 and a standard deviation of 21.47% over the trailing three-year period, indicating effective diversification of company-specific risk [8] Investment Considerations - PAVE holds a Zacks ETF Rank of 2 (Buy), indicating strong expected asset class return, favorable expense ratio, and positive momentum [10] - Other ETFs in the infrastructure space include the First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETF (GRID) and the iShares Global Infrastructure ETF (IGF), with GRID having $2.94 billion in assets and IGF having $7.57 billion [11]

Core Insights - The article highlights Matrix Service Company (NASDAQ: MTRX) as a small-cap construction and engineering firm that has seen its stock decline nearly 20% from its highs in mid-February [1]. Group 1: Company Overview - Matrix Service Company is being spotlighted for the first time, indicating a potential investment opportunity in the small-cap sector [1]. - The company is part of a portfolio managed by The Insiders Forum, which focuses on small and mid-cap stocks with significant insider purchases [1]. Group 2: Performance Metrics - The Insiders Forum portfolio has outperformed the Russell 2000 since its launch, suggesting a strong track record in selecting attractive stocks [1]. - The article mentions that the stock is currently off nearly 20% from its highs, which may indicate a buying opportunity for investors [1].