Planet MicroCap Podcast | MicroCap Investing Strategies cover image

The Russell Rebalance Effect with Paul Dwyer, Director of Research at Punch & Associates

Planet MicroCap Podcast | MicroCap Investing Strategies

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Industrials and the Industry Waiting

The largest industry for rest of 2000 remains industrials that's 17.7% increasing slightly from 17.5%. The largest decrease was consumer discretionary going from 13.9 to 13.3. I think it probably got bumped up a little bit with people getting excited about infrastructure spending and kind of seeing some of the capital dollars that have come out there just bumping up a few of those companies.

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