Overweight-rated companies that are focused on ‘operational efficiency’ – MS

Morgan Stanley analysts put together a screen of overweight-rated stocks with high operational efficiency.

Operational efficiency is the practice of optimizing processes and utilizing technology to execute trades with minimal friction, maximizing speed, accuracy, and minimizing costs, according to Morgan Stanley.

This is usually achieved through advanced, automated algorithms, like Quant.

Here is the list, divided by sector.

Communication services

• Meta Platforms (META)
• Walt Disney (DIS)
• Warner Music Group (WMG)

Consumer discretionary

• BorgWarner (BWA)
• CarMax Group (KMX)
• Chewy (CHWY)
• GAP Inc. (GAP)
• Wayfair (W)
• Wyndham Hotels and Resorts (WH)

Energy

• Exxon Mobil (XOM)

Financials

• Cadence Bank (CADE)
• Wells Fargo & Co. (WFC)
• Ally Financial (ALLY)
• Goldman Sachs (GS)

Health care

• Align Technology (ALGN)
• Becton Dickinson (BDX)
• Labcorp Holdings (LH)
• Teleflex (TFX)
• AbbVie (ABBV)
• Thermo Fisher Scientific (TMO)

Industrials

• Cummins (CMI)
• Deere & Co. (DE)
• Trane Technologies (TT)

Information technology

• MKS Instruments (MKSI)
• Salesforce (CRM)
• Unity Software (U)
• Western Digital (WDC)

Materials

• Ball Corp. (BALL)
• Corteva Inc. (CTVA)
• International Flavors and Fragrances (IFF)

Real estate

• Agree Realty (ADC)

Utilities

• Constellation Energy (CEG)
• FistEnergy Corp. (FE)