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Below is a summary of the investment institution's insights on each of the three stocks, including their year-to-date performance, as well as the three exchange-traded funds with the largest allocations to each respective stock: Walmart   “Food & Staples Retailing remains our top industry idea for exposure to the Consumer Staples sector, including COST and WMT. For WMT, we see $82 as trading support  and little identifiable resistance.” ETFs with the largest allocations towards WMT: , , and . Year-to-date performance: +68.5%.  Vertiv   “VRT recently broke above its May peak which we view as a resumption of the stock’s uptrend. We’re also bullish on the stock’s high-momentum score and portfolio tailwinds from a relatively strong large-cap growth style. 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