U.S. Construction Boom

Flowserve

Market Cap: US$6.6b

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

Owens Corning

Market Cap: US$12.6b

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

REV Group

Market Cap: US$1.7b

Designs, manufactures, and distributes specialty vehicles, and related aftermarket parts and services in North America and internationally.

Mueller Water Products

Market Cap: US$4.1b

Manufactures and markets products and services for the transmission, distribution, and measurement of water used by municipalities, and the residential and non-residential construction industries in the United States, Israel, and internationally.

CBAK Energy Technology

Market Cap: US$68.4m

CBAK Energy Technology, Inc., together with its subsidiaries, manufacture, commercialization, and distribution of standard and customized lithium and sodium batteries in Mainland China, Europe, and internationally.

Albany International

Market Cap: US$2.2b

Engages in the machine clothing and engineered composites businesses.

Dycom Industries

Market Cap: US$4.6b

Provides specialty contracting services to the telecommunications infrastructure and utility industries in the United States.

Symbotic

Market Cap: US$13.0b

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

AZZ

Market Cap: US$2.6b

Provides hot-dip galvanizing and coil coating solutions in North America.

Enpro

Market Cap: US$3.5b

An industrial technology company, design, develops, manufactures, and markets proprietary, value-added products and solutions to safeguard critical environments in the United States, Europe, Asia Pacific, and internationally.

Stanley Black & Decker

Market Cap: US$11.9b

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

Columbus McKinnon

Market Cap: US$489.3m

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

Vertiv Holdings Co

Market Cap: US$29.4b

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.

Astec Industries

Market Cap: US$801.7m

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

MRC Global

Market Cap: US$1.0b

Through its subsidiaries, distributes pipes, valves, fittings, and other infrastructure products and services in the United States and internationally.

Tutor Perini

Market Cap: US$1.2b

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

Granite Construction

Market Cap: US$3.4b

Operates as an infrastructure contractor in the United States.

AGCO

Market Cap: US$6.9b

Manufactures and distributes agricultural equipment and replacement parts worldwide.

Hillenbrand

Market Cap: US$1.7b

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

Shyft Group

Market Cap: US$288.2m

Engages in the manufacture and assembly of specialty vehicles for the commercial and recreational vehicle industries in the United States and internationally.

Herc Holdings

Market Cap: US$4.1b

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

Shoals Technologies Group

Market Cap: US$544.4m

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

American Superconductor

Market Cap: US$747.4m

Provides megawatt-scale power resiliency solutions worldwide.

Resideo Technologies

Market Cap: US$2.8b

Develops, manufactures, sells, and distributes comfort, energy management, and safety and security solutions in the United States, Europe, and internationally.

Beazer Homes USA

Market Cap: US$637.0m

Operates as a homebuilder in the United States.

Beam Global

Market Cap: US$30.6m

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

FTC Solar

Market Cap: US$37.9m

Engages in the provision of solar tracker systems, software, and engineering services in the United States, Asia, Europe, the Middle East, North Africa, South Africa, and Australia.

RBC Bearings

Market Cap: US$10.5b

Manufactures and markets engineered precision bearings, components, and systems in the United States and internationally.

Sensata Technologies Holding

Market Cap: US$3.7b

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.

JBT Marel

Market Cap: US$6.5b

Provides technology solutions to food and beverage industry in North America, Europe, the Middle East, Africa, the Asia Pacific, and Central and South America.

Bowman Consulting Group

Market Cap: US$378.6m

Provides engineering, technical, and technology enhanced consulting services in the United States.

Array Technologies

Market Cap: US$750.9m

Manufactures and sells solar tracking technology products in the United States, Spain, Brazil, Australia, and internationally.

Vicor

Market Cap: US$2.2b

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

Air Lease

Market Cap: US$5.6b

An aircraft leasing company, engages in the purchase and leasing of commercial jet aircraft to airlines in the Asia Pacific, Europe, the Middle east, Africa, Mexico, Central America, South America, the United States, and Canada.

Bloom Energy

Market Cap: US$4.5b

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

Gates Industrial

Market Cap: US$4.9b

Manufactures and sells engineered power transmission and fluid power solutions worldwide.