U.S. Construction Boom

Gates Industrial

Market Cap: US$4.6b

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

RBC Bearings

Market Cap: US$10.4b

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

FTC Solar

Market Cap: US$34.0m

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.

Emeren Group

Market Cap: US$70.8m

Develops, builds, and sells solar power projects.

Flux Power Holdings

Market Cap: US$25.7m

Through its subsidiary, designs, develops, manufactures, and sells lithium-ion energy storage solutions in North America.

FreightCar America

Market Cap: US$99.3m

Through its subsidiaries, engages in design, manufacture, and sale of railcars and railcar components for the transportation of bulk commodities and containerized freight products in the United States and Mexico.

WillScot Holdings

Market Cap: US$4.8b

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

Fluence Energy

Market Cap: US$802.4m

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.

Orion Energy Systems

Market Cap: US$22.3m

Researches, designs, develops, manufactures, markets, sells, installs, and implements energy management systems for commercial office and retail, area lighting, industrial applications, and government in North America and Germany.

Wallbox

Market Cap: US$70.2m

A technology company, designs, manufactures, and distributes charging solutions for residential, business, and public use worldwide.

SiteOne Landscape Supply

Market Cap: US$5.1b

Engages in the wholesale distribution of landscape supplies in the United States and Canada.

KULR Technology Group

Market Cap: US$363.8m

Through its subsidiary, KULR Technology Corporation, develops and commercializes thermal management technologies for electronics, batteries, and other components applications in the United States.

Landsea Homes

Market Cap: US$219.1m

Engages in the design, construction, marketing, and sale of suburban and urban single-family detached and attached homes in Arizona, California, Colorado, Florida, Texas, and Metro New York.

Hillman Solutions

Market Cap: US$1.6b

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

T1 Energy

Market Cap: US$184.0m

Provides energy solutions for solar and batteries in the United States and Norway.

Wabash National

Market Cap: US$446.6m

Manufactures engineered solutions and services for transportation, logistics and infrastructure industry in the United States.

Allient

Market Cap: US$364.7m

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.

MasTec

Market Cap: US$9.5b

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.

Microvast Holdings

Market Cap: US$579.1m

Provides battery technologies for electric vehicles and energy storage solutions.

Titan International

Market Cap: US$452.5m

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

Carrier Global

Market Cap: US$52.5b

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

Ameresco

Market Cap: US$568.0m

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

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.

GrafTech International

Market Cap: US$185.3m

Research, develops, manufactures, and sells graphite and carbon-based solutions worldwide.

APi Group

Market Cap: US$9.8b

Provides safety and specialty services worldwide.

Enovix

Market Cap: US$1.1b

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

JELD-WEN Holding

Market Cap: US$461.8m

Designs, manufactures, and sells wood, metal, and composite materials doors, windows, and related building products in North America and Europe.

Eos Energy Enterprises

Market Cap: US$874.7m

Designs, manufactures, and markets zinc-based energy storage solutions for utility-scale, microgrid, and commercial and industrial (C&I) applications in the United States.

FTAI Aviation

Market Cap: US$11.2b

Owns, acquires, and sells aviation equipment for the transportation of goods and people worldwide.