U.S. Construction Boom

Flowserve

Market Cap: US$7.4b

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

Mueller Water Products

Market Cap: US$4.0b

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.

Owens Corning

Market Cap: US$12.1b

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

Comfort Systems USA

Market Cap: US$28.3b

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

IES Holdings

Market Cap: US$7.7b

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

Hyster-Yale

Market Cap: US$661.7m

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

Miller Industries

Market Cap: US$448.7m

Manufactures and sells towing and recovery equipment.

Granite Construction

Market Cap: US$4.8b

Operates as an infrastructure contractor in the United States.

Nextracker

Market Cap: US$10.4b

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

Atkore

Market Cap: US$2.0b

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

Griffon

Market Cap: US$3.6b

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

Herc Holdings

Market Cap: US$4.1b

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

Vertiv Holdings Co

Market Cap: US$54.5b

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.

Albany International

Market Cap: US$1.6b

Engages in the machine clothing and engineered composites businesses.

Stanley Black & Decker

Market Cap: US$11.7b

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

AGCO

Market Cap: US$8.2b

Manufactures and distributes agricultural equipment and replacement parts worldwide.

Astec Industries

Market Cap: US$1.1b

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

Bloom Energy

Market Cap: US$18.1b

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

Carrier Global

Market Cap: US$50.8b

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

Sensata Technologies Holding

Market Cap: US$4.5b

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.

Pioneer Power Solutions

Market Cap: US$48.7m

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.

Trinity Industries

Market Cap: US$2.3b

Provides railcar products and services under the TrinityRail trade name in North America.

Regal Rexnord

Market Cap: US$9.6b

Provides sustainable solutions for power, transmit, and control motion products in the North America, Asia, Europe, and internationally.

Columbus McKinnon

Market Cap: US$430.3m

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

Howard Hughes Holdings

Market Cap: US$4.8b

Develops and operates master planned communities (MPCs) in the United States.

Tutor Perini

Market Cap: US$3.5b

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

WillScot Holdings

Market Cap: US$4.0b

Provides turnkey temporary space solutions in the United States, Canada, and Mexico.

Terex

Market Cap: US$3.4b

Provides materials processing machinery and mobile elevating work platform worldwide.

Sterling Infrastructure

Market Cap: US$11.3b

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

Mayville Engineering Company

Market Cap: US$282.4m

Engages in the production, design, prototyping and tooling, fabrication, aluminum extrusion, coating, and assembling of aftermarket components in the United States.

Hillman Solutions

Market Cap: US$1.8b

Provides hardware-related products and related merchandising services in the United States, Canada, Mexico, Latin America, and the Caribbean.

REV Group

Market Cap: US$2.8b

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

American Superconductor

Market Cap: US$2.8b

Provides megawatt-scale power resiliency solutions worldwide.

Orion Group Holdings

Market Cap: US$348.1m

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

Shoals Technologies Group

Market Cap: US$1.2b

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

Symbotic

Market Cap: US$32.0b

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