U.S. Construction Boom

Comfort Systems USA

Market Cap: US$32.0b

Provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States.

CNH Industrial

Market Cap: US$12.5b

An equipment and services company, engages in the design, production, marketing, sale, and financing of agricultural and construction equipment in North America, Europe, the Middle East, Africa, South America, and the Asia Pacific.

Vertiv Holdings Co

Market Cap: US$65.4b

Designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Granite Construction

Market Cap: US$4.5b

Operates as an infrastructure contractor in the United States.

IES Holdings

Market Cap: US$7.2b

Designs and installs integrated electrical and technology systems, and provides infrastructure products and services in the United States.

Apogee Enterprises

Market Cap: US$718.9m

Provides architectural products and services for enclosing buildings, and glass and acrylic products used for preservation, protection, and enhanced viewing in the United States, Canada, and Brazil.

Stanley Black & Decker

Market Cap: US$10.2b

Provides hand tools, power tools, outdoor products, and related accessories in the United States, Canada, Other Americas, Europe, and Asia.

Hyster-Yale

Market Cap: US$505.4m

Through its subsidiaries, designs, engineers, manufactures, sells, and services a line of lift trucks, attachments, and aftermarket parts worldwide.

Owens Corning

Market Cap: US$8.4b

Provides residential and commercial building products in the United States, Europe, the Asia Pacific, and internationally.

Fortune Brands Innovations

Market Cap: US$5.8b

Engages in the provision of home and security products for residential home repair, remodeling, new construction, and security applications in the United States and internationally.

Astec Industries

Market Cap: US$1.0b

Designs, engineers, manufactures, markets, and services equipment and components used primarily in road building and related construction activities worldwide.

Energy Recovery

Market Cap: US$770.7m

Designs, manufactures, and sells energy efficiency technology solutions in the United States, North, South and Latin America, the Middle East, Northern Africa, Asia, and Europe.

Atkore

Market Cap: US$2.2b

Engages in the manufacture and sale of electrical, mechanical, safety, and infrastructure products and solutions in the United States and internationally.

Tutor Perini

Market Cap: US$3.1b

A construction company, provides diversified general contracting, construction management, and design-build services to private customers and public agencies worldwide.

Griffon

Market Cap: US$3.3b

Through its subsidiaries, provides consumer and professional, and home and building products in the United States, Europe, Canada, Australia, and internationally.

Nephros

Market Cap: US$46.8m

A commercial-stage company, develops and sells water solutions to the medical and commercial markets in the United States.

Bloom Energy

Market Cap: US$26.5b

Designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally.

Park-Ohio Holdings

Market Cap: US$279.8m

Provides supply chain management outsourcing services, capital equipment, and manufactured components in the United States, Europe, Asia, Mexico, Canada, and internationally.

Sterling Infrastructure

Market Cap: US$10.4b

Engages in the provision of e-infrastructure, transportation, and building solutions in the United States.

MasTec

Market Cap: US$14.9b

An infrastructure construction company, provides engineering, building, installation, maintenance, and upgrade services for communications, energy, utility, and other infrastructure primarily in the United States and Canada.

China Yuchai International

Market Cap: US$1.4b

Manufactures, assembles, and sells diesel and natural gas engines for trucks, buses, pickups, construction and agricultural equipment, and marine and power generation applications.

Nextpower

Market Cap: US$13.9b

Provides solar tracker technologies and solutions for utility-scale and distributed generation solar applications in the United States and internationally.

Terex

Market Cap: US$3.0b

Provides materials processing machinery and mobile elevating work platform worldwide.

Sensata Technologies Holding

Market Cap: US$4.4b

Develops, manufactures, and sells sensors and sensor-rich solutions, electrical protection components and systems, and other products used in mission-critical systems and applications in the United States and internationally.

American Superconductor

Market Cap: US$1.5b

Provides megawatt-scale power resiliency solutions worldwide.

Carrier Global

Market Cap: US$45.6b

Provides intelligent climate and energy solutions in the United States, Europe, the Asia Pacific, and internationally.

Generac Holdings

Market Cap: US$8.9b

Designs, manufactures, and distributes energy technology products and solution worldwide.

Symbotic

Market Cap: US$34.4b

An automation technology company, develops technologies to enhance operating efficiencies in modern warehouses.

Shoals Technologies Group

Market Cap: US$1.4b

Provides electrical balance of system (EBOS) solutions and components in the United States and internationally.

Columbus McKinnon

Market Cap: US$424.6m

Designs, manufactures, and markets motion solutions for moving, lifting, positioning, and securing materials worldwide.

Pioneer Power Solutions

Market Cap: US$40.4m

Pioneer Power Solutions, Inc., together with its subsidiaries, design, manufacture, integrate, refurbish, distribute, sell, and service electric power systems, distributed energy resources, power generation equipment, and mobile EV charging solutions.

Hillenbrand

Market Cap: US$2.2b

Operates as an industrial company in the United States and internationally.

Realbotix

Market Cap: US$54.0m

Develops customizable human-like robots with artificial intelligence integration in Canada.

Rockwell Automation

Market Cap: US$42.3b

Provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

T1 Energy

Market Cap: US$713.5m

Provides energy solutions for solar and batteries in the United States and Norway.

QXO

Market Cap: US$11.8b

Distributes roofing, waterproofing, and other building products in the United States.