Shares of Ecolab (ECL) - Get Report  are up 4% thus far in 2016 and the cleaning products-producer's stock could vault even higher as worries about the Zika virus heat up, said Rob McIver, co-portfolio manager for the Jensen Quality Growth Fund.

"The Zika threat will likely help Ecolab sales as worried Americans push for cleaner work environments," said McIver.

Ecolab benefits from an annuity-like business model in which 90% of sales come from products that are disposable in nature, according to McIver. The company has also posted gains in organic sales growth in each of the past 15 years despite two U.S. recessions in that period.

The Jensen Quality Growth Fund is up 5.1% thus far in 2016, according to Morningstar. The $5.1 billion fund has returned an average of 10.3% annually over the past three years, outpacing 77% of its Morningstar category peers.  The Jensen Quality Growth Fund sports a trailing 12 month yield of 1.2%, according to Morningstar.

McIver is also bullish on MasterCard (MA) - Get Report , down 1% year to date, due to its global footprint. More than 60% of MasterCard's revenue is generated outside the U.S. "The move to cashless transactions is in MasterCard's sweet spot and that is a global phenomenon," said McIver.

TJX Companies (TJX) - Get Report  has been one of the few retail winners this earnings season. MvIver is a fan of the parent of T.J. Maxx, up 6% in 2016, due to its ability to source its goods.

"TJX's buying prowess, scale and aggressive inventory management represent their greatest competitive advantages," said McIver. "The company's buying operation is nearly 40% larger than that of their largest competitor."

Finally, McIver is a fan of Pepsico (PEP) - Get Report , down 1% this year, due to its shareholder-friendly ways.

"Pepsi's management has returned $32 billion to shareholders in the form of dividends and share buy backs in the five years ending December 2015," said McIver. "Pepsi has paid a dividend for 43 consecutive years and continues to deploy its free cash flow for future growth both by organic expansion and accretive acquisitions."

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