It's an area with some good growth opportunities. There's relatively low exposure to economic cycle downturns in health care. And there's relatively low exposure in many of those stocks to rising commodity and energy costs.

182

The airlines aren't doing particularly well, but they need new jets. A new replacement cycle for planes is just starting to kick in.

137

We've had more of an emphasis on industrials that are expanding earnings and are in the early part of the growth cycle.

123

Joy does not face many competitors and demand is growing from emerging markets.

121