U.S. Construction Boom

Kennametal

Market Cap: US$3.0b

Engages in development and application of tungsten carbides, ceramics, and hard materials and solutions worldwide.

Power Solutions International

Market Cap: US$1.8b

Designs, engineers, manufactures, markets, and sells engines and power systems in the United States, the rest of North America, the Pacific Rim, Europe, and internationally.

Flowserve

Market Cap: US$10.8b

Designs, manufactures, distributes, and services industrial flow management equipment in the United States, Canada, Mexico, Europe, the Middle East, Africa, and the Asia Pacific.

Apogee Enterprises

Market Cap: US$778.7m

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.

Vicor

Market Cap: US$8.3b

Designs, develops, manufactures, and markets modular power components and power systems for converting electrical power for use in electrically powered devices in the United States, Europe, the Asia Pacific, and internationally.

Miller Industries

Market Cap: US$554.9m

Manufactures and sells towing and recovery equipment.

Columbus McKinnon

Market Cap: US$453.5m

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

Gibraltar Industries

Market Cap: US$1.2b

Manufactures and provides products and services for the residential, agtech, and infrastructure markets in the United States and internationally.

Stanley Black & Decker

Market Cap: US$11.2b

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

Shoals Technologies Group

Market Cap: US$1.1b

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

Orion Group Holdings

Market Cap: US$468.3m

Operates as a specialty construction company for the infrastructure, industrial, and building sectors in the United States, Canada, and the Caribbean Basin.

Vertiv Holdings Co

Market Cap: US$114.8b

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.

Park-Ohio Holdings

Market Cap: US$363.6m

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

Comfort Systems USA

Market Cap: US$57.2b

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

Granite Construction

Market Cap: US$5.5b

Provides infrastructure solutions for public and private clients in the United States.

T1 Energy

Market Cap: US$1.4b

Provides energy solutions for solar modules and cells in the United States, Norway and internationally.

Tutor Perini

Market Cap: US$4.4b

A construction company, provides diversified general contracting, construction management, and design-build services to private customers and public agencies in the United States and internationally.

Terex

Market Cap: US$7.2b

Manufactures industrial equipment for materials processing machinery, waste and recycling solutions, mobile elevating work platforms, and equipment for the electric utility industry worldwide.

CNH Industrial

Market Cap: US$14.4b

An equipment company, engages in the develops, manufacture, and sale agricultural and construction equipment in North America, Europe, the Middle East, Africa, South America, and the Asia Pacific.

Herc Holdings

Market Cap: US$3.5b

Operates as an equipment rental supplier in the United States and internationally.

GE Vernova

Market Cap: US$266.5b

An energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa.

Owens Corning

Market Cap: US$9.5b

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

Nextpower

Market Cap: US$16.6b

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

Modine Manufacturing

Market Cap: US$13.6b

Designs, engineers, tests, manufactures, and sells mission-critical thermal solutions in the United States, Canada, Italy, Hungary, the United Kingdom, China, and internationally.

Griffon

Market Cap: US$3.8b

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

Valmont Industries

Market Cap: US$8.4b

Operates as a manufacturer of products and services for infrastructure and agriculture markets in the United States, Australia, Brazil, and internationally.

Flux Power Holdings

Market Cap: US$24.3m

Through its subsidiary, designs, develops, manufactures, and sells lithium-ion energy storage solutions in North America.

Hyster-Yale

Market Cap: US$663.7m

Through its subsidiaries, provides lift trucks, attachments, parts, fleet management services, and technology and energy solutions worldwide.

Palladyne AI

Market Cap: US$303.1m

A technology company, develops and offers embodied artificial intelligence software and collaborative autonomy solutions in the United States.

Atkore

Market Cap: US$2.3b

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

NPK International

Market Cap: US$1.3b

A temporary worksite access solutions company, manufactures, sells, and rents recyclable composite matting products in the United States and United Kingdom.

Capstone Green Energy Holdings

Market Cap: US$184.2m

Provides customized microgrid solutions, on-site resilient energy-as-a-service (EaaS) solutions, and on-site energy technology systems.

Bowman Consulting Group

Market Cap: US$536.7m

Provides engineering, technical consulting, and program management services in the United States.

Boise Cascade

Market Cap: US$2.9b

Engages in the manufacture and sale of engineered wood products and plywood and wholesale distribution of building materials in the United States and Canada.

Tigo Energy

Market Cap: US$275.4m

Provides solar and energy storage solutions worldwide.

Pioneer Power Solutions

Market Cap: US$27.7m

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.