U.S. Capital Goods Strong Balance Sheet Stocks

Builders FirstSource

Market Cap: US$13.2b

Manufactures and supplies building materials, manufactured components, and construction services to professional homebuilders, sub-contractors, remodelers, and consumers in the United States.

CBAK Energy Technology

Market Cap: US$78.0m

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$1.4b

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.

Greenbrier Companies

Market Cap: US$1.4b

Designs, manufactures, and markets railroad freight car equipment in North America, Europe, and South America.

Simpple

Market Cap: US$30.7m

Provides advanced technology solutions to facility owners and managers to manage their facilities autonomously in Singapore.

Caesarstone

Market Cap: US$53.6m

Designs, develops, manufactures, and sells engineered stone and porcelain products under Caesarstone and other brands in the United States, Canada, Latin America, Australia, Asia, Europe, the Middle East and Africa, and Israel.

MRC Global

Market Cap: US$1.2b

Through its subsidiaries, distributes pipes, valves, fittings, and other infrastructure products and services in the United States and internationally.

RBC Bearings

Market Cap: US$11.9b

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

Capstone Holding

Market Cap: US$7.2m

Engages in the distribution of masonry stone products in the Midwest and Northeast United States.

Expion360

Market Cap: US$6.0m

Designs, assembles, manufactures, and sells lithium iron phosphate (LiFePO4) batteries and supporting accessories in North America.

Rocket Lab

Market Cap: US$23.6b

A space company, provides launch services and space systems solutions in the United States, Canada, Japan, and internationally.

FTC Solar

Market Cap: US$109.6m

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.

flooidCX

Market Cap: US$74.0

Operates as the licensee for harvested and thermal electrical energy collection and transmission (EET), photon lighting systems, photonic and photovoltaic energy harvesting, and thermal waste to energy conversion.

CEA Industries

Market Cap: US$337.1m

Through its subsidiary, Surna Cultivation Technologies LLC, focuses on the sale of environmental control and other technologies and services to the controlled environment agriculture (CEA) industry in the United States and Canada.

374Water

Market Cap: US$49.2m

Provides a technology that transforms wet wastes into recoverable resources in the United States.

Fortive

Market Cap: US$16.3b

Designs, develops, manufactures, and markets products, software, and services in the United States, China, and internationally.

Huntington Ingalls Industries

Market Cap: US$10.9b

Designs, builds, overhauls, and repairs military ships in the United States.

Moog

Market Cap: US$6.4b

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.

Armstrong World Industries

Market Cap: US$8.3b

Engages in the design, manufacture, and sale of ceiling and wall solutions in the Americas.

LiqTech International

Market Cap: US$25.0m

A clean technology company, manufactures and markets specialized filtration products and systems in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Energy Vault Holdings

Market Cap: US$496.9m

Develops and deploys utility-scale energy storage solutions in United States, Australia, and internationally.

Axon Enterprise

Market Cap: US$54.8b

Develops, manufactures, and sells conducted energy devices (CEDs) under the TASER brand in the United States and internationally.

Fluence Energy

Market Cap: US$2.0b

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.

Pinnacle Food Group

Market Cap: US$23.3m

Provides smart farming solutions for vertical and hydroponic farming.

Beam Global

Market Cap: US$50.1m

A clean-technology innovation company, engages in the design, development, engineering, manufacture, and sale of renewably energized infrastructure products and battery solutions in the United States and Romania.

Allient

Market Cap: US$753.6m

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.

Mercury Systems

Market Cap: US$4.5b

A technology company, manufactures and sells components, products, modules, and subsystems for defense prime contractors, original equipment manufacturers, government, and commercial aerospace companies.

Applied Energetics

Market Cap: US$423.1m

Develops, manufactures, and sells advanced high-performance lasers and optical systems, and integrated guided energy systems to defense, national security, industrial, biomedical, and scientific customers worldwide.

Illinois Tool Works

Market Cap: US$75.7b

Provides industrial products and equipment in North America, Europe, the Middle East, Africa, the Asia Pacific, and South America.

Apogee Enterprises

Market Cap: US$956.8m

Provides architectural products and services for enclosing buildings, and glass and acrylic products used for preservation, protection, and enhanced viewing in the United States, Canada, and Brazil.

Eaton

Market Cap: US$144.9b

Operates as a power management company in the United States, Canada, Latin America, Europe, and the Asia Pacific.

Plug Power

Market Cap: US$2.8b

Develops hydrogen fuel cells product solutions in North America, Europe, Asia, and internationally.

Howmet Aerospace

Market Cap: US$76.7b

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.

QXO

Market Cap: US$13.0b

Distributes roofing, waterproofing, and other building products in the United States.

BWX Technologies

Market Cap: US$16.0b

Manufactures and sells nuclear components in the United States, Canada, and internationally.

Wabash National

Market Cap: US$430.3m

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