Ticker: BA
Market cap: $205.8 billion
Industry: Commercial aircraft manufacturing
Year-to-date performance (relative to the S&P 500): +18.4%
Sum of overseas sourcing and exports: 35.2%
Ticker: HRS
Market cap: $18.2 billion
Industry: Communications & networking
Year-to-date performance (relative to the S&P 500): +7.8%
Ticker: LMT
Market cap: $97 billion
Industry: Aerospace & Defence
Year-to-date performance (relative to the S&P 500): +5.7%
Ticker: RTN
Market cap: $61 billion
Year-to-date performance (relative to the S&P 500): +12.4%
Ticker: MSI
Market cap: $17.2 billion
Year-to-date performance (relative to the S&P 500): +17.5%
Sum of overseas sourcing and exports: 39.3%
Ticker: NUE
Market cap: $21.5 billion
Industry: Steel
Year-to-date performance (relative to the S&P 500): +6.1%
Sum of overseas sourcing and exports: 15%
Ticker: CXO
Market cap: $22.4 billion
Industry: Oil & gas exploration and production
Year-to-date performance (relative to the S&P 500): -0.1%
Sum of overseas sourcing and exports: 23.1%
Ticker: EOG
Market cap: $58.5 billion
Year-to-date performance (relative to the S&P 500): -6.4%
Ticker: HES
Market cap: $14.4 billion
Year-to-date performance (relative to the S&P 500): -3.9%
Ticker: PXD
Market cap: $28.8 billion
Industry: Oil & gas refining and marketing
Year-to-date performance (relative to the S&P 500): -2.3%
Ticker: XEC
Market cap: $9.1 billion
Year-to-date performance (relative to the S&P 500): -22%
Ticker: MPC
Market cap: $30.8 billion
Year-to-date performance (relative to the S&P 500): -2%
Sum of overseas sourcing and exports: 20.2%
Ticker: PSX
Market cap: $45.5 billion
Year-to-date performance (relative to the S&P 500): -10.3%
Ticker: VLO
Market cap: $39.3 billion
Year-to-date performance (relative to the S&P 500): -1.3%
Ticker: HSY
Market cap: $20.6 billion
Industry: Food processing
Year-to-date performance (relative to the S&P 500): -14%
Sum of overseas sourcing and exports: 26.2%
Ticker: ALXN
Market cap: $25.5 billion
Industry: Biopharmaceuticals
Sum of overseas sourcing and exports: 38%
Ticker: AMGN
Market cap: $132.1 billion
Industry: Pharmaceutical
Year-to-date performance (relative to the S&P 500): +5.2%
Ticker: BIIB
Market cap: $282.4 billion
Industry: Biotherapeutic drugs
Year-to-date performance (relative to the S&P 500): -11.5%
Ticker: GILD
Market cap: $101.4 billion
Year-to-date performance (relative to the S&P 500): +8.1%
Ticker: VRTX
Market cap: $42.1 billion
Year-to-date performance (relative to the S&P 500): +10.5%