U.S. Construction Boom

Allient

Market Cap: US$1.2b

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.

Amprius Technologies

Market Cap: US$2.5b

Develops, manufactures, and markets lithium-ion batteries for mobility applications.

Builders FirstSource

Market Cap: US$9.4b

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

CBAK Energy Technology

Market Cap: US$72.5m

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.

Bloom Energy

Market Cap: US$61.4b

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

Hillman Solutions

Market Cap: US$1.7b

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

Albany International

Market Cap: US$1.7b

Engages in the machine clothing and engineered composites businesses in the United States, Switzerland, France, Brazil, China, Mexico, Germany, and internationally.

Sensata Technologies Holding

Market Cap: US$5.7b

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, Europe, Asia, and internationally.

Commercial Vehicle Group

Market Cap: US$140.0m

Provides systems, assemblies, and components to the vehicle market and electric vehicle markets in North America, Europe, and the Asia-Pacific.

AAON

Market Cap: US$7.7b

Engages in engineering, manufacturing, marketing, and selling air conditioning and heating equipment in the United States and Canada.

Symbotic

Market Cap: US$34.1b

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

Proto Labs

Market Cap: US$1.5b

Operates as a digital manufacturer of custom parts in the United States and Europe.

Array Technologies

Market Cap: US$1.1b

Engages in the manufacture and sale of solar tracking technology products in the United States, Spain, Brazil, Australia, and internationally.

Howard Hughes Holdings

Market Cap: US$3.8b

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

BlueLinx Holdings

Market Cap: US$445.7m

Engages in the distribution of residential and commercial building products in the United States.

RBC Bearings

Market Cap: US$18.9b

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

Tecogen

Market Cap: US$113.2m

Designs, manufactures, markets, and maintains cogeneration products for multi-family residential, commercial, recreational, and industrial use in the United States.

WillScot Holdings

Market Cap: US$3.5b

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

Fluence Energy

Market Cap: US$2.7b

Through its subsidiaries, provides energy storage and optimization software for renewables and storage applications in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

American Woodmark

Market Cap: US$614.1m

Manufactures and distributes kitchen, bath, and home organization products for the remodeling and new home construction markets in the United States.

Generac Holdings

Market Cap: US$12.4b

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

Enovix

Market Cap: US$1.3b

Designs, develops, and manufactures lithium-ion battery cells in the United States and internationally.

Beam Global

Market Cap: US$31.7m

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.

Custom Truck One Source

Market Cap: US$1.7b

Provides specialty equipment rental and sale services to electric utility transmission and distribution, telecommunications, rail, forestry, waste management, and other infrastructure-related industries in the United States and Canada.

Eos Energy Enterprises

Market Cap: US$2.1b

Designs, develops, manufactures, and markets energy storage solutions for utility-scale, microgrid, and commercial and industrial applications in the United States.

Enpro

Market Cap: US$5.9b

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.

Sterling Infrastructure

Market Cap: US$14.3b

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

Helios Technologies

Market Cap: US$2.4b

Provides engineered motion control and electronic controls technology solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Microvast Holdings

Market Cap: US$571.5m

Engages in the design, development, and manufacturing of battery components and systems primarily for electric commercial vehicles and energy storage systems.

ITT

Market Cap: US$19.8b

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

APi Group

Market Cap: US$19.6b

Provides fire and life safety, security, elevator and escalator, and specialty services worldwide.

Titan International

Market Cap: US$539.1m

Manufactures and sells wheels, tires, and undercarriage systems and components for off-highway industry in North America, Europe, CIS, Latin America, Asia, and internationally.

Dycom Industries

Market Cap: US$11.8b

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

Beazer Homes USA

Market Cap: US$626.1m

Operates as a homebuilder in the United States.

Fluor

Market Cap: US$7.1b

Provides engineering, procurement, and construction (EPC); fabrication and modularization; and project management services worldwide.

Ingersoll Rand

Market Cap: US$34.6b

Provides various mission-critical air, fluid, clean energy, and medical technologies services and solutions worldwide.