
Spotlights

Spotlights

July 27, 2026
By Jonathan Schramm
Illinois Tool Works (ITW): The Backbone of US Reindustrialization
By Jonathan SchrammThere are a lot of talks about reindustrialization and bringing back strategic manufacturing capacity in Western countries, like chip manufacturing, rare earth refining, pharmaceutical production, etc.However,...

July 13, 2026
By Jonathan Schramm
Southern Company (SO): Powering America’s Growing Electricity Needs
By Jonathan SchrammElectricity production is generally grouped in the utility sector, a category of industry considered by investors as stable and “boring”, with little expectation for growth and...
July 6, 2026
By Jonathan Schramm
Rockwell Automation (ROK): Making Smart Factories The Default Of Manufacturing
By Jonathan SchrammWith the explosion of capacity of AI, robotics, machine vision, connected devices, Internet of Things (IoT), 3D printing, and digital twins, manufacturing is changing very quickly....

June 29, 2026
By Jonathan Schramm
Butterfly Network (BFLY): Transforming Imaging With Midjourney
By Jonathan SchrammMedicine has made significant progress in the past few decades, largely thanks to advances in biochemistry, pharmaceuticals, and biotechnology, giving us mRNA vaccines, advanced cancer therapies,...

June 15, 2026
By Jonathan Schramm
RTX Corporation (RTX): The Aerospace Giant Powering Global Aviation and Defense
By Jonathan SchrammSoon after the invention of the airplane, its military applications became obvious. From reconnaissance and primitive bombing in WWI, air power became an essential component of...

May 25, 2026
By Jonathan Schramm
Air Products & Chemicals (ADP): The Backbone of the Green Transition
By Jonathan SchrammWhen we think of industrial materials, we mostly think of commodities like steel, coal, aluminum, ceramics, and other easy-to-identify solid materials. But equally important are all...

May 4, 2026
By Jonathan Schramm
American Water Works (AWK): Consolidating America’s Water Infrastructures
By Jonathan SchrammWater As Critical InfrastructureA lot of the modern world is dependent on often forgotten infrastructures like roads, harbors, electric lines, etc. Another critical infrastructure is water,...















