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.

Flowserve

Market Cap: US$11.2b

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

Power Solutions International

Market Cap: US$1.6b

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.

Miller Industries

Market Cap: US$546.8m

Manufactures and sells towing and recovery equipment.

Columbus McKinnon

Market Cap: US$443.0m

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.

Terex

Market Cap: US$7.1b

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

Vicor

Market Cap: US$12.0b

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.

Orion Group Holdings

Market Cap: US$481.4m

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

Shoals Technologies Group

Market Cap: US$1.3b

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

Vertiv Holdings Co

Market Cap: US$123.8b

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$369.1m

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$63.1b

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

Tutor Perini

Market Cap: US$4.6b

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.

T1 Energy

Market Cap: US$1.5b

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

CNH Industrial

Market Cap: US$12.7b

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.

Modine Manufacturing

Market Cap: US$12.9b

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

Owens Corning

Market Cap: US$10.1b

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

GE Vernova

Market Cap: US$301.0b

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.

Griffon

Market Cap: US$4.4b

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

ITT

Market Cap: US$19.4b

Manufactures and sells engineered critical components and customized technology solutions for the transportation, industrial, and energy markets.

Stanley Black & Decker

Market Cap: US$12.4b

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

Bowman Consulting Group

Market Cap: US$532.4m

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

Hyster-Yale

Market Cap: US$704.7m

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

Flux Power Holdings

Market Cap: US$26.0m

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

Capstone Green Energy Holdings

Market Cap: US$245.2m

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

Atkore

Market Cap: US$2.6b

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

Boise Cascade

Market Cap: US$3.0b

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$379.3m

Provides solar and energy storage solutions worldwide.

Pioneer Power Solutions

Market Cap: US$36.8m

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.

Herc Holdings

Market Cap: US$4.2b

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

Beam Global

Market Cap: US$39.3m

A clean-technology innovation company, engages in the design, development, engineering, manufacture, and sale of renewably energized infrastructure products and battery solutions in the United States and Romania.

Allient

Market Cap: US$1.3b

Designs, manufactures, and sells precision and specialty-controlled motion components and systems for various industries in the United States, Canada, South America, Europe, and the Asia-Pacific.

QXO

Market Cap: US$14.7b

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

Builders FirstSource

Market Cap: US$9.7b

Provides building materials for professional builders in new residential construction and repair, and remodeling in the United States.

NPK International

Market Cap: US$1.4b

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