C US Anna Kaminskaya, CFA Parker Hannifin Corporation PH PH US Andrew Obin UNDERPERFORM Chicago Bridge & Iron Company CBI CBI US Anna Kaminskaya, CFA Donaldson Co DC| DCI US Andrew Obin Emerson Electric Co EMR EMR US Andrew Obin Fluor Corp FLR FLR US Anna Kaminskaya, CFA Pentair plc PNR PNR US Andrew Obin Rexno