U.S. Capital Goods High Growth Potential Companies

Energy Recovery

Market Cap: US$667.6m

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.

Byrna Technologies

Market Cap: US$513.0m

A less-lethal self-defense technology company, develops, manufactures, and sells less-lethal personal security solutions in the United States, South Africa, Europe, South America, Asia, and Canada.

Insteel Industries

Market Cap: US$688.5m

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

Kratos Defense & Security Solutions

Market Cap: US$5.3b

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.

Tutor Perini

Market Cap: US$1.6b

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

WillScot Holdings

Market Cap: US$5.1b

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

Loar Holdings

Market Cap: US$9.1b

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

Fluence Energy

Market Cap: US$877.0m

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.

Vicor

Market Cap: US$1.9b

Designs, develops, manufactures, and markets modular power components and power systems for converting electrical power in the United States, Europe, the Asia Pacific, and internationally.

Spirit AeroSystems Holdings

Market Cap: US$4.3b

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

Flux Power Holdings

Market Cap: US$32.9m

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

Howmet Aerospace

Market Cap: US$63.5b

Provides advanced engineered solutions for the aerospace and transportation industries in the United States, Japan, France, Germany, the United Kingdom, Mexico, Italy, Canada, Poland, China, and internationally.

Intuitive Machines

Market Cap: US$1.7b

Designs, manufactures, and operates space products and services in the United States.

Triumph Group

Market Cap: US$2.0b

Designs, engineers, manufactures, repairs, overhauls, and distributes aircraft, aircraft components, accessories, subassemblies, and systems worldwide.

Bowman Consulting Group

Market Cap: US$425.7m

Provides engineering, technical, and technology enhanced consulting services in the United States.

Standex International

Market Cap: US$1.9b

Together with subsidiaries, engages in the manufacture and sale of various products and services for commercial and industrial markets in the United States and internationally.

Arcosa

Market Cap: US$4.2b

Provides infrastructure-related products and solutions for the construction, engineered structures, and transportation markets in the United States.

AAON

Market Cap: US$8.1b

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

AerSale

Market Cap: US$288.7m

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.

Owens Corning

Market Cap: US$11.5b

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

GE Vernova

Market Cap: US$107.5b

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.

AeroVironment

Market Cap: US$4.7b

Designs, develops, produces, delivers, and supports a portfolio of robotic systems and related services for government agencies and businesses in the United States and internationally.

Trex Company

Market Cap: US$6.3b

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

SPX Technologies

Market Cap: US$7.0b

Engages in the supply of infrastructure equipment serving the heating, ventilation, and cooling (HVAC); and detection and measurement markets worldwide.

Shyft Group

Market Cap: US$319.3m

Engages in the manufacture and assembly of specialty vehicles for the commercial and recreational vehicle industries in the United States and internationally.

Pioneer Power Solutions

Market Cap: US$26.7m

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.

Emeren Group

Market Cap: US$77.0m

Develops, builds, and sells solar power projects.

Orion Energy Systems

Market Cap: US$23.5m

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.

ZKH Group

Market Cap: US$444.6m

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.

Janus International Group

Market Cap: US$1.1b

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

Tennant

Market Cap: US$1.4b

Designs, manufactures, and markets floor cleaning equipment in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

MYR Group

Market Cap: US$2.4b

Through its subsidiaries, provides electrical construction services in the United States and Canada.

Regal Rexnord

Market Cap: US$8.8b

Provides sustainable solutions for power, transmit, and control motion products in the North America, Asia, Europe, and internationally.

Miller Industries

Market Cap: US$516.0m

Manufactures and sells towing and recovery equipment.

Flowserve

Market Cap: US$6.3b

Designs, manufactures, distributes, and services industrial flow management equipment in the United States, Canada, Mexico, Europe, the Middle East, Africa, and the Asia Pacific.

ATI

Market Cap: US$10.0b

Produces and sells specialty materials and complex components worldwide.