U.S. Construction Boom

Shoals Technologies Group

Market Cap: US$1.7b

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

Westwater Resources

Market Cap: US$67.8m

An energy technology company, focuses on developing battery-grade natural graphite materials in the United States.

NPK International

Market Cap: US$1.3b

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

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.

Hillman Solutions

Market Cap: US$1.5b

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

Commercial Vehicle Group

Market Cap: US$181.9m

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

Terex

Market Cap: US$7.3b

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

CECO Environmental

Market Cap: US$3.5b

Provides critical solutions in industrial air quality, industrial water treatment, and energy transition solutions in the United States, the United Kingdom, the Netherlands, China, and internationally.

Babcock & Wilcox Enterprises

Market Cap: US$2.4b

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

Herc Holdings

Market Cap: US$4.8b

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

Microvast Holdings

Market Cap: US$376.5m

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

Albany International

Market Cap: US$2.0b

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

Dycom Industries

Market Cap: US$14.1b

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

Pioneer Power Solutions

Market Cap: US$45.2m

Pioneer Power Solutions, Inc., together with its subsidiaries, design, manufacture, integrate, service, and sell distributed energy resources, on site and mobile power generation equipment, and platform of mobile electric vehicle charging solutions.

AAON

Market Cap: US$10.4b

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

Generac Holdings

Market Cap: US$15.4b

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

L.B. Foster

Market Cap: US$443.1m

Provides engineered and manufactured products and services for building and supporting infrastructure in the United States, Canada, the United Kingdom, and internationally.

Nephros

Market Cap: US$36.3m

A commercial-stage company, develops and sells water filtration solutions for medical and commercial applications in the United States.

Capstone Energy+

Market Cap: US$371.9m

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

nVent Electric

Market Cap: US$26.8b

Designs, manufactures, markets, installs, and services electrical connection and protection solutions in the America, Europe, the Middle East, India, Africa, the Asia Pacific, and internationally.

Sensata Technologies Holding

Market Cap: US$7.3b

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.

Beazer Homes USA

Market Cap: US$723.3m

Operates as a homebuilder in the United States.

SPX Technologies

Market Cap: US$11.5b

Engages in the supply of engineered solutions serving the heating, ventilation, and cooling (HVAC); and detection and measurement markets in the United States, Canada, China, the United Kingdom, and internationally.

BlueLinx Holdings

Market Cap: US$428.5m

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

Array Technologies

Market Cap: US$1.2b

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

FTC Solar

Market Cap: US$69.1m

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.

APi Group

Market Cap: US$18.3b

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

Fluence Energy

Market Cap: US$4.4b

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.

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.

Ingersoll Rand

Market Cap: US$29.0b

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

Resideo Technologies

Market Cap: US$4.8b

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

Howard Hughes Holdings

Market Cap: US$4.0b

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

ESCO Technologies

Market Cap: US$8.1b

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

Quanta Services

Market Cap: US$106.2b

Offers infrastructure solutions for the electric and gas utility, power generation, load center, manufacturing, communications, pipeline, and energy industries.

Enpro

Market Cap: US$7.1b

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.

Enovix

Market Cap: US$1.4b

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