AIRR holdings
What Industrial Renaissance (AIRR) holds: its top holdings by weight and its sector weights.
AIRR top holdings
| Holding | Weight |
|---|---|
| KRMN Karman | 3.72% |
| HII Huntington Ingalls | 3.54% |
| HRI Herc | 3.51% |
| KTOS Kratos Defense | 3.46% |
| OC Owens Corning | 3.34% |
| CHRW C.H. Robinson | 3.33% |
| BWXT BWX Technologies | 3.26% |
| NXT Nextpower | 3.12% |
| DY Dycom | 3.11% |
| RBC RBC Bearings | 3.06% |
| AGX Argan | 3.01% |
| CNM Core & Main | 2.98% |
| FPS Forgent Power | 2.68% |
| STRL Sterling | 2.62% |
| SAIA Saia | 2.61% |
| CLH Clean Harbors | 2.52% |
| ONB Old National | 2.46% |
| WMS Advanced Drainage Systems | 2.45% |
| MLI Mueller Industries | 2.19% |
| OSK Oshkosh | 2.14% |
| SPXC SPX Technologies | 2.12% |
| PRIM Primoris | 1.90% |
| FNB F.N.B. | 1.84% |
| AIT Applied Industrial | 1.80% |
| POWL Powell Industries | 1.80% |
| MSM MSC Industrial | 1.74% |
| AAON AAON | 1.68% |
| GVA Granite Construction | 1.59% |
| R Ryder | 1.57% |
| XMTR Xometry | 1.53% |
| ASB Associated Bank | 1.52% |
| WTFC Wintrust | 1.50% |
| KEX Kirby | 1.39% |
| IESC IES Holdings | 1.35% |
| MRCY Mercury Systems | 1.29% |
| ROAD Construction Partners | 1.25% |
| LSTR Landstar | 1.07% |
| FSS Federal Signal | 1.06% |
| FULT Fulton Financial | 0.94% |
| ECG Everus Construction | 0.88% |
| ZWS Zurn Elkay | 0.86% |
| DCO Ducommun | 0.86% |
| LGN Legence | 0.83% |
| DRS Leonardo DRS | 0.83% |
| CSW CSW Industrials | 0.83% |
| DNOW DNOW | 0.83% |
| TPC Tutor Perini | 0.77% |
| MWA Mueller Water | 0.76% |
| BLBD Blue Bird | 0.72% |
| MWH SOLV Energy | 0.69% |
AIRR sector weights
| Sector | Weight |
|---|---|
| Industrials | 78.12% |
| Financial Services | 8.93% |
| Basic Materials | 7.74% |
| Energy | 3.73% |
| Consumer Cyclical | 0.73% |
| Utilities | 0.67% |
| Cash & Others | 0.08% |
- AIRR's biggest holdings: KRMN 3.72%, HII 3.54%, HRI 3.51%, KTOS 3.46%, OC 3.34%.
Updated 2026-11-03 11:33 UTC