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Stocks that will benefit from rising capex - long list

NameTickerYTD Return %EPS Next 12M (est)3M Chg Fwd EPS Estimate $
Raytheon CompanyRTN-N10.352811.7620.265
Intuit IncINTU-Q4.9646013.4860.216
Northrop Grumman CorpNOC-N6.4976142.1480.13
Micron Technology IncMU-Q10.110290.70.109
Google Inc-Cl AGOOG-Q4.64795412.390.103
Computer Sciences CorpCSC-N10.468861.0630.059
Lam Research CorpLRCX-Q-3.3976171.1650.053
Delta Air Lines IncDAL-N24.451680.2960.049
Lockheed Martin CorpLMT-N10.156282.520.047
Akamai Technologies IncAKAM-Q26.176340.5360.045
F5 Networks IncFFIV-Q18.280871.2520.041
Nvidia CorpNVDA-Q11.740960.2070.031
Facebook Inc-AFB-Q23.893160.2380.025
Pitney Bowes IncPBI-N9.1807910.4120.024
Harris CorpHRS-N4.5234031.1850.023
Fiserv IncFISV-Q-3.0651950.7430.021
Southwest Airlines CoLUV-N27.186090.1580.019
Te Connectivity LtdTEL-N3.8773570.9080.019
Analog Devices IncADI-Q-0.93333070.5640.012
Applied Materials IncAMAT-Q6.3801770.280.011
Allegion PlcALLE-N20.795240.590.01
Union Pacific CorpUNP-N10.768822.3590.01
Electronic Arts IncEA-Q29.032260.1060.01
Illinois Tool WorksITW-N-4.5076130.9820.007
Snap-On IncSNA-N1.8158181.5380.004
Symantec CorpSYMC-Q-13.878840.4160.004
Lsi CorpLSI-Q0.63520590.1530.003
Xerox CorpXRX-N-12.900570.2380.003
Iron Mountain IncIRM-N-9.6540370.2580.002
Oracle CorpORCL-N-1.4115380.70.001

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