U.S. Construction Boom

Enpro

Market Cap: US$4.8b

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.

Rockwell Automation

Market Cap: US$45.4b

Provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Symbotic

Market Cap: US$42.3b

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

Pioneer Power Solutions

Market Cap: US$57.9m

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.

ESCO Technologies

Market Cap: US$5.4b

Provides engineered components and systems for aviation, navy, defense, and industrial customers.

Array Technologies

Market Cap: US$1.4b

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

Orion Group Holdings

Market Cap: US$409.4m

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

Quanta Services

Market Cap: US$61.6b

Offers infrastructure solutions for the electric and gas utility, renewable energy, communications, pipeline, and energy industries in the United States, Canada, Australia, and internationally.

Allient

Market Cap: US$950.5m

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.

Ameresco

Market Cap: US$1.5b

Provides energy solutions in the United States, Canada, and Europe.

MasTec

Market Cap: US$17.0b

An infrastructure construction company, provides engineering, building, installation, maintenance, and upgrade services for communications, energy, utility, and other infrastructure primarily in the United States and Canada.

CBAK Energy Technology

Market Cap: US$79.0m

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.

Custom Truck One Source

Market Cap: US$1.3b

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.

Titan International

Market Cap: US$547.4m

Manufactures and sells wheels, tires, and undercarriage systems and components for off-highway vehicles in the United States and internationally.

Commercial Vehicle Group

Market Cap: US$57.8m

Together its subsidiaries, provides systems, assemblies, and components to the vehicle market and electric vehicle markets; and manufactures customized products in the United States, Mexico, China, the United Kingdom, the Czech Republic, Ukraine, Morocco, Thailand, India, Australia, and internationally.

Eos Energy Enterprises

Market Cap: US$4.5b

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

Beazer Homes USA

Market Cap: US$619.5m

Operates as a homebuilder in the United States.

Herc Holdings

Market Cap: US$5.6b

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

Shoals Technologies Group

Market Cap: US$1.4b

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

RBC Bearings

Market Cap: US$15.3b

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

APi Group

Market Cap: US$16.8b

Provides safety and specialty services worldwide.

FTC Solar

Market Cap: US$177.8m

Engages in the manufacture and service of solar tracker systems in the United States, Asia, Europe, the Middle East, North Africa, South Africa, and Australia.

Sensata Technologies Holding

Market Cap: US$5.2b

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.

Fluence Energy

Market Cap: US$3.9b

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.

Tigo Energy

Market Cap: US$111.2m

Provides solar and energy storage solutions worldwide.

Wallbox

Market Cap: US$47.5m

A technology company, designs, manufactures, and distributes charging solutions for residential, business, and public applications in Europe, the Middle East, Asia, North America, and the Asia Pacific.

Chart Industries

Market Cap: US$9.3b

Engages in the designing, engineering, and manufacturing of process technologies and equipment for the gas and liquid molecules in the United States and internationally.

Enovix

Market Cap: US$1.7b

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

BlueLinx Holdings

Market Cap: US$527.0m

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

Janus International Group

Market Cap: US$967.6m

Janus International Group, Inc. manufacturers and supplies turn-key self-storage, commercial, and industrial building solutions in North America and internationally.

Proto Labs

Market Cap: US$1.3b

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

Babcock & Wilcox Enterprises

Market Cap: US$847.7m

Provides energy and emissions control solutions to industrial, electrical utility, municipal, and other customers in the United States, Canada, the United Kingdom, Indonesia, and Philippines.

Middleby

Market Cap: US$8.0b

Designs, manufactures, markets, distributes, and services commercial restaurant, food processing, and residential kitchen equipment worldwide.

Microvast Holdings

Market Cap: US$1.1b

Provides battery technologies for electric vehicles and energy storage solutions.

Sunrun

Market Cap: US$4.2b

Designs, develops, installs, sells, owns, and maintains residential solar energy systems in the United States.

Infrastructure and Energy Alternatives

Market Cap: US$667.0m

Infrastructure and Energy Alternatives, Inc., through its subsidiaries, operates as a diversified infrastructure construction company in the United States.