← 19 Aug 2026 · Long-term Top 10 — Industrials
Long-term Top 10 — Industrials — what changed on 20 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 20 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Against the previous session, 19 Aug 2026.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| Comfort Systems USA (FIX) | 1 | 68.3 +0.1 | Long-term trend 66th → 66th |
| WATTS WATER TECHNOLOGIES INC (WTS) | 2 | 66.5 −0.2 | Long-term trend 85th → 84th |
| Paychex (PAYX) | 3 | 65.3 +0.1 | Valuation 38th → 36th |
| Mueller Industries (MLI) | 4 +2 | 63.3 0.0 | no pillar moved materially |
| ARGAN INC (AGX) | 5 | 63.3 −0.3 | Long-term trend 52th → 51th |
| Howmet Aerospace (HWM) | 6 −2 | 63.1 −1.6 | Long-term trend 78th → 69th |
| nVent Electric (NVT) | 7 +1 | 62.7 0.0 | Valuation 26th → 26th |
| ESCO TECHNOLOGIES INC (ESE) | 8 +1 | 62.5 −0.1 | Long-term trend 54th → 52th |
| Emcor (EME) | 9 +1 | 61.7 0.0 | Long-term trend 57th → 56th |
| POWELL INDUSTRIES INC (POWL) | 18 +2 | 59.3 0.0 | Valuation 15th → 14th |
At the edge
Knocking
- ARCOSA INC (ACA) scores 1.9 above the lowest member — the sector cap, not the score, is what is keeping it out
- Nordson Corporation (NDSN) scores 1.8 above the lowest member — the sector cap, not the score, is what is keeping it out
Closest to the exit
- ESCO TECHNOLOGIES INC (ESE) 2.3 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
−1.6% since the previous session (2026-08-19), against −0.8% for SPY — 0.7 points behind the benchmark. Tracked since 2026-08-18.
−4.1% since 2026-08-18, against −0.6% for SPY — 3.5 points behind the benchmark. Tracked since 2026-08-18.
More
Informational only — NOT financial advice.