← 18 Aug 2026 · Long-term Top 10 — Industrials · 20 Aug 2026 →
Long-term Top 10 — Industrials — what changed on 19 Aug 2026
A dated record of one session: what entered or left, what moved inside the ten and by how much, who is closest to the boundary, and how the list did against its benchmark. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100.
The long-term score is a published weighted sum of percentile ranks, rebalanced on the first trading day of each month. A list is a published formula and its output, not a recommendation. Method version 2.
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Who entered, who left, and the reason — with the score moves behind it.
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Membership
No company entered or left on 19 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Against the previous session, 18 Aug 2026.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| Comfort Systems USA (FIX) | 1 | 68.2 −1.8 | Long-term trend 73th → 66th |
| WATTS WATER TECHNOLOGIES INC (WTS) | 2 +4 | 66.7 +2.7 | Long-term trend 73th → 85th |
| Paychex (PAYX) | 3 | 65.2 −0.9 | Valuation 41th → 38th |
| Howmet Aerospace (HWM) | 4 +5 | 64.7 +1.2 | Long-term trend 70th → 78th |
| ARGAN INC (AGX) | 5 −3 | 63.6 −4.3 | Long-term trend 71th → 52th |
| Mueller Industries (MLI) | 6 +4 | 63.3 +0.6 | Valuation 61th → 66th |
| nVent Electric (NVT) | 8 | 62.7 −1.1 | Long-term trend 74th → 67th |
| ESCO TECHNOLOGIES INC (ESE) | 9 −5 | 62.6 −2.8 | Long-term trend 65th → 54th |
| Emcor (EME) | 10 −3 | 61.7 −2.2 | Long-term trend 67th → 57th |
| POWELL INDUSTRIES INC (POWL) | 20 −15 | 59.3 −5.6 | Long-term trend 64th → 44th |
At the edge
Knocking
- HEICO (Common) (HEI) scores 3.9 above the lowest member — the sector cap, not the score, is what is keeping it out
- HEICO (Class A) (HEI.A) scores 1.9 above the lowest member — the sector cap, not the score, is what is keeping it out
Closest to the exit
- ESCO TECHNOLOGIES INC (ESE) 2.4 above the score at rank 15, where the hold band ends
- Emcor (EME) 1.5 above the score at rank 15, where the hold band ends
- POWELL INDUSTRIES INC (POWL) 0.9 below the score at rank 15, where the hold band ends
Ranked against 195 eligible Industrials companies on this session. A company at the edge is a company near a boundary, not a prediction that it will cross one.
Against the benchmark
−2.6% since the previous session (2026-08-18), against +0.2% for SPY — 2.8 points behind the benchmark. Tracked since 2026-08-18.
−2.6% since 2026-08-18, against +0.2% for SPY — 2.8 points behind the benchmark. Tracked since 2026-08-18.
More
Informational only — NOT financial advice.