Top trader: Buy this bet on the industrial economy

Stephanie Link, whose "Halftime Report" model portfolio is beating the S&P 500 this year with a 4 percent gain, bought shares of United Rentals and sold Zions Bancorporation's stock on Tuesday.

United Rentals is an industrial equipment rental provider. It has 880 locations in 49 states with 3,300 product offerings, according to the company.

Here is why Link recommends United Rentals.