Are Capex Cycle Stocks Poised To Outperform This Year?

Are Capex Cycle Stocks Poised To Outperform This Year?

Our theme of Capex Cycle Stocks – which includes heavy equipment makers, electrical systems suppliers, automation solutions providers, and semiconductor fabrication equipment players – fared well through 2021, rising by about 32% over the year, outperforming the S&P 500 which was up by about 27%…