← 26 Aug 2026 · Long-term Top 10 — Industrials
Long-term Top 10 — Industrials — what changed on 27 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 3.
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Membership
No company entered or left on 27 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Against the previous session, 26 Aug 2026.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| Comfort Systems USA (FIX) | 1 +1 | 68.5 +0.2 | Valuation 17th → 18th |
| WATTS WATER TECHNOLOGIES INC (WTS) | 3 | 66.0 −0.4 | Long-term trend 82nd → 80th |
| Paychex (PAYX) | 4 | 65.4 +0.1 | Long-term trend 58th → 59th |
| Mueller Industries (MLI) | 5 | 65.0 +0.1 | Long-term trend 55th → 56th |
| nVent Electric (NVT) | 6 | 64.0 +0.1 | Long-term trend 66th → 66th |
| ARGAN INC (AGX) | 7 | 63.6 0.0 | no pillar moved materially |
| ESCO TECHNOLOGIES INC (ESE) | 8 | 62.5 −0.1 | Valuation 55th → 56th |
| Howmet Aerospace (HWM) | 11 −2 | 61.7 −0.3 | Long-term trend 64th → 63rd |
| Emcor (EME) | 14 | 61.3 +0.2 | Long-term trend 49th → 51st |
| POWELL INDUSTRIES INC (POWL) | 23 +2 | 59.9 0.0 | no pillar moved materially |
At the edge
Knocking
- Andersen Group Inc. (ANDG) scores 8.0 above the lowest member — the sector cap, not the score, is what is keeping it out
- Allison Transmission (ALSN) scores 2.1 above the lowest member — the sector cap, not the score, is what is keeping it out
Closest to the exit
- Howmet Aerospace (HWM) 0.5 above the score at rank 15, where the hold band ends
- Emcor (EME) 0.1 above the score at rank 15, where the hold band ends
- POWELL INDUSTRIES INC (POWL) 1.3 below the score at rank 15, where the hold band ends
Ranked against 273 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
SPY is the S&P 500 ETF — the US large-cap market average.
+0.2% since the previous session (2026-08-26), against +0.7% for SPY — 0.5 points behind the benchmark. Tracked since 2026-08-18.
−5.3% since 2026-08-18, against +0.5% for SPY — 5.8 points behind the benchmark. Tracked since 2026-08-18.
Both curves are total return through 27 Aug 2026: a distribution buys more of the company that paid it, on the benchmark as much as on the list.
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Informational only — NOT financial advice.