U.S. Capital Goods High Growth Potential Companies

Ultralife

Market Cap: US$110.7m

Designs, manufactures, installs, and maintains power, and communication and electronics systems worldwide.

Construction Partners

Market Cap: US$6.3b

A civil infrastructure company, constructs and maintains roadways in Alabama, Florida, Georgia, North Carolina, South Carolina, Tennessee, and Texas.

Griffon

Market Cap: US$3.4b

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.

Microvast Holdings

Market Cap: US$822.1m

Provides battery technologies for electric vehicles and energy storage solutions.

VirTra

Market Cap: US$61.9m

Provides use of force training and firearms training simulators for the law enforcement, military, and commercial markets worldwide.

Astec Industries

Market Cap: US$1.0b

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

Kratos Defense & Security Solutions

Market Cap: US$10.8b

A technology company, provides technology, products, and system and software for the defense, national security, and commercial markets in the United States, other North America, the Asia Pacific, the Middle East, Europe, and Internationally.

Insteel Industries

Market Cap: US$719.3m

Manufactures and markets steel wire reinforcing products for concrete construction applications.

REV Group

Market Cap: US$2.5b

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

Energy Recovery

Market Cap: US$767.1m

Designs, manufactures, and sells energy efficiency technology solutions in the United States, North, South and Latin America, the Middle East, Northern Africa, Asia, and Europe.

Comfort Systems USA

Market Cap: US$24.1b

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

Granite Construction

Market Cap: US$4.8b

Operates as an infrastructure contractor in the United States.

JBT Marel

Market Cap: US$7.3b

Provides technology solutions to food and beverage industry in North America, Europe, the Middle East, Africa, the Asia Pacific, and Central and South America.

Karman Holdings

Market Cap: US$6.6b

Through its subsidiary, engages in designing, testing, manufacturing, and sale of mission-critical systems in the United States.

Fluence Energy

Market Cap: US$1.4b

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.

Loar Holdings

Market Cap: US$6.7b

Through its subsidiaries, designs, manufactures, and markets aerospace and defense components for aircraft, and aerospace and defense systems in the United States and internationally.

Moog

Market Cap: US$6.1b

Designs, manufactures, and integrates precision motion and fluid controls and controls systems for original equipment manufacturers and end users in the aerospace, defense, and industrial markets in the United States, Germany, and internationally.

TAT Technologies

Market Cap: US$462.9m

Provides solutions and services to the commercial and military aerospace and ground defense industries in the United States, Israel, and internationally.

WillScot Holdings

Market Cap: US$4.5b

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

Tutor Perini

Market Cap: US$3.0b

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

Sunrun

Market Cap: US$3.6b

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

EVI Industries

Market Cap: US$309.5m

Through its subsidiaries, engages in the distribution, sale, rental, and lease of commercial and industrial laundry and dry-cleaning equipment in the United States, Canada, the Caribbean, and Latin America.

American Superconductor

Market Cap: US$2.2b

Provides megawatt-scale power resiliency solutions worldwide.

Flux Power Holdings

Market Cap: US$28.5m

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

IES Holdings

Market Cap: US$6.4b

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

Hudson Technologies

Market Cap: US$415.3m

Through its subsidiary, Hudson Technologies Company, provides solutions to recurring problems within the refrigeration industry in the United States.

Spirit AeroSystems Holdings

Market Cap: US$4.7b

Engages in the design, engineering, manufacture, and marketing of commercial aerostructures worldwide.

GE Vernova

Market Cap: US$164.2b

An energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Americas, the Middle East, and Africa.

AerSale

Market Cap: US$415.7m

Provides aftermarket commercial aircraft, engines, and its parts to passenger and cargo airlines, leasing companies, original equipment manufacturers, government and defense contractors, and maintenance, repair, and overhaul service providers worldwide.

FreightCar America

Market Cap: US$154.0m

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.

Standex International

Market Cap: US$2.5b

Manufactures and sales products and services for commercial and industrial markets in the United States and internationally.

Owens Corning

Market Cap: US$12.7b

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

Cadre Holdings

Market Cap: US$1.2b

Manufactures and distributes safety equipment and other related products that provides protection to users in hazardous or life-threatening situations in the United States and internationally.

Trex Company

Market Cap: US$6.9b

Manufactures and sells composite decking and railing products in the United States.

ZKH Group

Market Cap: US$477.8m

Develops and operates a maintenance, repair, and operating (MRO) products trading and service platform that offers spare parts, chemicals, manufacturing parts, general consumables, and office supplies in the People’s Republic of China.