BIG Sectors

Within the Bentley Investment Group (BIG), there are 7 sectors that operate as independent entities. Each sector meets once per week outside of BIG’s normal Wednesday meetings. In sector meetings, Portfolio Managers educate members, discuss current events, and work on that sector’s next pitch. Sector meetings are more personal compared to full BIG meetings, allowing further educational opportunities for our members. Current sector holdings and portfolio managers, leads of each sector, are listed below.

Technology

The technology sector of the Bentley Investment Group specializes in stock investments in companies that develop software, manufacture electronics and computer hardware, provide information technology services, and create innovative digital solutions.

The technology sector includes a wide range of companies involving Software development (e.g., Microsoft, Oracle) Hardware manufacturing (e.g., Apple, Dell) Semiconductors (e.g., NVIDIA, Intel) Internet and cloud services (e.g., Amazon Web Services, Google Cloud), and Cybersecurity (e.g., Palo Alto Networks, CrowdStrike)

Technology Portfolio Managers

Consumers

The consumer sector of the Bentley investment group specializes in stock investments in consumer discretionary companies, and consumer staple companies.

The Consumer Staples sector is comprised of companies that produce essential goods and services—such as food and beverages (e.g., Coca-Cola, Nestlé), household products (e.g., Procter & Gamble, Unilever), and retailers (e.g., Walmart, Kroger), which are known to maintain stable demand regardless of economic conditions.

The Consumer Discretionary sector encompasses companies producing non-essential goods and services—such as automotive (e.g., Ford, Tesla), apparel (e.g., Nike, Coach), hospitality (e.g., Marriott, McDonald's), retail (e.g., Amazon, Home Depot), and household durables (e.g., Whirlpool, La-Z-Boy) that consumers typically purchase with disposable income, making these industries sensitive to economic cycles and consumer confidence.

Consumers Portfolio Managers

Financials

The financials sector of the Bentley Investment Group specializes in stock investments in companies that provide financial services, manage money, and facilitate financial transactions.

The financial sector covers all financial institutions including Banking institutions (e.g., JPMorgan Chase, Bank of America) that offer deposit accounts, loans, and other financial products. Investment firms (e.g., Goldman Sachs, Morgan Stanley) which provide wealth management and investment banking services. Insurance companies (e.g., AXA, Prudential Financial) that offer various insurance products and risk management solutions, Credit card companies (e.g., Visa, Mastercard) that facilitate electronic payment transactions, and Asset management firms (e.g., BlackRock, Vanguard) that manage investment portfolios and mutual funds.

Financials Portfolio Managers

Healthcare

The healthcare sector of the Bentley Investment Group specializes in stock investments in companies that provide medical services, manufacture medical equipment and drugs, and offer health insurance.

The healthcare sector covers a wide variety of stocks in the healthcare field ranging from Pharmaceutical companies (e.g., Johnson & Johnson, Pfizer) that research, develop, and produce drugs. Biotechnology firms (e.g., Gilead Sciences, Regeneron) focusing on innovative treatments and genetic research. Medical device manufacturers (e.g., Medtronic, Boston Scientific) that create equipment for diagnosis and treatment, Healthcare providers and services (e.g., HCA Healthcare, Laboratory Corp. of America) that operate hospitals, clinics, and diagnostic facilities, to Health insurance companies (e.g., UnitedHealth Group, Cigna) that offer managed healthcare plans.

Healthcare Portfolio Managers

Communications

The communications sector of the Bentley Investment Group specializes in stock investments in telecommunications services and media companies.

Telecommunication companies provide communication services through fixed-line, cellular, wireless, high bandwidth, and/or fiber-optic cable networks. This includes Telecom operators (e.g., AT&T, Verizon), Internet service providers (e.g., Comcast, Charter Communications), and Satellite companies (e.g., Dish Network, Iridium Communications).

The media subsector encompasses companies involved in the creation, distribution, and monetization of content across various platforms. This includes Traditional media (e.g., Walt Disney Company, ViacomCBS), Streaming services (e.g., Netflix, Roku), Social media platforms (e.g., Meta), and Digital advertising companies (e.g., Alphabet, The Trade Desk).

Communications Portfolio Managers

Materials & Industrials

The M&I sector of the Bentley Investment Group specializes in stock investments in companies producing raw materials and manufactured goods.

The materials sector are companies that extract and process raw materials, such as Metals and Mining (e.g., Rio Tinto, BHP Group), Chemicals (e.g., DuPont, BASF), Forest products (e.g., International Paper, Weyerhaeuser), in addition to companies that produce refined materials like Advanced composites (e.g., Hexcel, Toray Industries), Specialty chemicals (e.g., Sherwin-Williams, PPG Industries), and Engineered materials (e.g., 3M, Corning).

The industrials sector encompasses companies that produce capital goods and provide services for various industries. This sector includes Aerospace and Defense (e.g., Boeing, Lockheed Martin, Construction and Engineering firms (e.g., Caterpillar, Deere & Co.), Electrical Equipment manufacturers (e.g., Honeywell, Eaton) and Transportation companies (e.g., Union Pacific, United Parcel Service).

Materials & Industrials Portfolio Managers

Energy

The energy sector of the Bentley Investment Group specializes in stock investments in companies that explore and produce oil and gas, generate and distribute electricity, develop renewable energy sources, and provide energy-related services and equipment.

The energy sector is comprised of companies in the creation and distribution of energy including Oil and gas exploration and production companies (e.g., ExxonMobil, Chevron), Electric utilities and power generators (e.g., NextEra Energy, Duke Energy), Renewable energy developers (e.g., First Solar, Vestas Wind Systems), Energy equipment and services providers (e.g., Schlumberger, Halliburton), Pipeline and storage companies (e.g., Kinder Morgan, Enterprise Products Partners)

Energy Portfolio Managers