Gabelli Love Our Planet & People ETF Q1 2026 Commentary

Impact · against what's priced in

Deere and CNH Industrial see positive catalysts from faster-than-expected inventory normalization and precision ag strength. Mirion Technologies is undergoing a technical correction following a massive 2025 rally, which does not signal a fundamental shift.

DE+0.80

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In context

The company is rebounding due to faster-than-anticipated inventory reduction and stronger-than-expected sales of precision agriculture products.

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• healthcare▲2%
• energy
• CNHI
• DE
• MIR
• ai infrastructure
• climate tech
• nuclear
• precision agriculture