Lurking - Mid Caps

Mid Caps are the core of my Top 20 Model Portfolio. The universe of non-financial companies between $2 billion and $10 billion is about 700 US companies.

The top 40 names on this list would make a strong portfolio. Some of these stocks have great stories, but perhaps I am being too price sensitive.

I am hesitant on some these names because of economic uncertainty.

My top mid-caps in order:

1. LKQ

2. Mosaic

3. FMC

4. Hasbro

5. Vail Resorts

6. Coty

7. Helmerich & Payne

8. Scotts Miracle-Gro

9. Borg Warner

10. Columbia Sportswear

11. Flowers Food

12. Alexandria Real Estate (really a big cap, I am cheating)

13. Etsy

14. Antero Midstream

15. Ingredion

16. Whirlpool

17. Civitas

18. Peabody

19. Norwegian Cruise

20. Choice Hotels

21. Yeti

22. Polaris

23. Harley Davidson

24. Tempur Sealy

25. Lamb Weston

26. Advance Auto Parts

27. Core & Main

28. Perrigo

29. Azenta

30. Henry Schein

31. Charles River

32. Avantor

33. Elanco Animal

34. Acadia Health

35. Goodyeat

36. Madison Square Garden Sports

37. Logitech

38. Ashland

39. Wendy’s

40. Lincoln National

41. Alaska Air

42. John Wiley

43. Cullen Frost Bankes

44. Renaissance RE

45. VF Corp

46. GXO Logistics

47. MP Materials

48. PriceMart

49. Cubesmart

50. Kohls

51. Albany Int.

52. Centerra

53. Visteon

54. Astrana

55. John Bean

56. Ameresco

57. Mohawk

58. Green Brick

59. Louisiana Pacific

60. Agco

61. Vontier

62. Gates Industrial

63. Haemonetics

64. Cal- Maine

65. Iridium

66. Steven Madden

67. Sensient

68. Valvoline

69. National Beverage

70. Foot Locker

71. Schneider

72. LCI

73. Newell Brands

74. Trinity Industries

75. Hanesbrands

76. Materion

77. OI Glass

78. Empire State