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HaveNots Longs '25: Blue Collar Services
5 tickers · $134.92B total market cap
Group: HaveNots Longs
This subtheme expresses a long bet on the structural tailwinds and early-cycle recovery in services geared toward skilled trades and industrial labor. These firms are tied to durable employment and capex trends in reshoring, infrastructure, and domestic services—especially benefiting from policy-driven industrial revival and tight physical labor markets.
HaveNots Longs '25: Blue Collar Services tracks 5 publicly listed stocks in this theme: CTAS, GWW, MLR, UTI, WOR. See the constituent table for details.
Thesis update: 2025-04-07
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Cintas CorporationCTAS | 03/25/2026 (BMO) | — | -5.21% | — | 1.98% | — | $69.82B | 20.0000 |
W.W. Grainger, Inc.GWW | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 8.80% | 5.46% | -2.11% | 1.09% | $59.73B | 20.0000 |
Worthington Industries, Inc.WOR | 03/24/2026 (AMC) | — | -1.77% | — | 8.06% | — | $2.69B | 20.0000 |
Universal Technical Institute, Inc.UTI | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -8.40% | -8.10% | 44.83% | 1.66% | $2.15B | 20.0000 |
Miller Industries, Inc.MLR | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 2.18% | -4.04% | 6.33% | -2.35% | $535.0M | 20.0000 |
| Average | -0.88% | -2.23% | 11.82% | 0.13% | $26.98B | 20.0000 | ||
| Median | -1.77% | -4.04% | 6.33% | 1.09% | $2.69B | 20.0000 | ||
| Std Dev | 5.99% | 5.68% | 16.88% | 1.77% | $31.03B | 0.0% | ||
| Min | -8.40% | -8.10% | -2.11% | -2.35% | $535.0M | 20.0000 | ||
| Max | 8.80% | 5.46% | 44.83% | 1.66% | $69.82B | 20.0000 | ||
| % Positive Tickers | 40.00% | 33.33% | 80.00% | 66.67% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.