AAON-16.12%10.0%
BEAN.SW-6.25%10.0%
FERG-2.63%10.0%
FIX+107.21%10.0%
JCI+44.37%10.0%
LII-33.65%10.0%
MOD+25.17%10.0%
TT+8.70%10.0%
VRT+56.32%10.0%
WSO-27.65%10.0%
As of Oct 2, 2026, 9:55 PM ET
Fiscal Spend '25: HVAC Constituents
AAON, Inc.AAON | 10.0% | 1.20% | 4.07% | 10.70% | 0.27% | 8.20% | -18.48% | -0.04% | -16.12% | -22.00% | 91.52% | $6.82B |
BELIMO Holding AGBEAN.SW | 10.0% | 1.83% | -4.85% | -4.15% | 1.83% | -1.42% | -3.29% | 55.22% | -6.25% | 39.44% | 97.70% | $11.97B |
Comfort Systems USA, Inc.FIX | 10.0% | 2.63% | 6.21% | 10.63% | 2.42% | 84.94% | 20.75% | 404.76% | 107.21% | 339.33% | 2274.73% | $60.82B |
Ferguson plcFERG | 10.0% | 0.83% | 1.96% | 1.93% | 1.81% | 1.70% | -13.52% | 36.82% | -2.63% | 17.06% | 73.55% | $43.31B |
Johnson Controls International plcJCI | 10.0% | 2.95% | 7.13% | 12.66% | 3.36% | 31.00% | 8.71% | 89.33% | 44.37% | 107.92% | 144.10% | $94.64B |
Lennox International Inc.LII | 10.0% | -1.15% | -2.43% | -3.03% | 0.61% | -25.31% | -36.37% | -36.88% | -33.65% | -39.43% | 24.91% | $12.31B |
Modine Manufacturing CompanyMOD | 10.0% | -5.82% | -5.58% | 3.07% | -2.21% | 38.59% | -18.58% | 116.86% | 25.17% | 36.17% | 1392.46% | $9.46B |
Trane Technologies plcTT | 10.0% | 1.08% | 5.16% | 5.12% | 0.32% | 18.29% | -0.42% | 32.32% | 8.70% | 20.14% | 178.07% | $102.07B |
Vertiv Holdings CoVRT | 10.0% | 2.46% | -0.31% | -1.57% | 2.66% | 55.96% | -0.87% | 227.68% | 56.32% | 145.65% | 930.61% | $97.09B |
Watsco, Inc.WSO | 10.0% | -1.22% | -8.63% | -3.71% | -1.22% | -11.72% | -28.72% | -42.87% | -27.65% | -38.21% | 21.91% | $12.25B |
| Theme return | — | 0.48% | 0.27% | 3.28% | 0.90% | 21.72% | -7.23% | 66.96% | 15.65% | 49.94% | 344.58% | — |
| Average | 10.0% | 0.48% | 0.27% | 3.17% | 0.98% | 20.02% | -9.08% | 88.32% | 15.55% | 60.61% | 522.96% | $45.08B |
| Median | 10.0% | 1.14% | 0.83% | 2.50% | 1.21% | 13.25% | -8.40% | 46.02% | 3.03% | 28.15% | 120.90% | $27.81B |
| Std Dev | 0.0% | 2.50% | 5.20% | 6.08% | 1.68% | 31.58% | 16.47% | 129.59% | 41.39% | 108.78% | 729.48% | $38.26B |
| Min | 10.0% | -5.82% | -8.63% | -4.15% | -2.21% | -25.31% | -36.37% | -42.87% | -33.65% | -39.43% | 21.91% | $6.82B |
| Max | 10.0% | 2.95% | 7.13% | 12.66% | 3.36% | 84.94% | 20.75% | 404.76% | 107.21% | 339.33% | 2274.73% | $102.07B |
| % Positive Tickers | 70.00% | 50.00% | 60.00% | 80.00% | 70.00% | 20.00% | 70.00% | 50.00% | 70.00% | 100.00% |
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