18 companies

Caterpillar

Market Cap: US$317.4b

Manufactures and sells construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in the United States and internationally.

CAT

US$726.20

7D

10.5%

1Y

99.6%

Vertiv Holdings Co

Market Cap: US$68.0b

Designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

VRT

US$195.58

7D

5.0%

1Y

61.1%

United Rentals

Market Cap: US$53.4b

Through its subsidiaries, operates as an equipment rental company in the United States, Canada, Europe, Australia, and New Zealand.

URI

US$899.55

7D

15.0%

1Y

21.4%

Rockwell Automation

Market Cap: US$45.7b

Provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

ROK

US$415.02

7D

-1.6%

1Y

54.6%

Comfort Systems USA

Market Cap: US$40.4b

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

FIX

US$1,230.26

7D

7.7%

1Y

167.4%

Bloom Energy

Market Cap: US$38.3b

Designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally.

BE

US$143.03

7D

-5.5%

1Y

477.2%

Rocket Lab

Market Cap: US$35.4b

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

RKLB

US$72.32

7D

-9.7%

1Y

163.8%

Symbotic

Market Cap: US$32.4b

An automation technology company, develops technologies to enhance operating efficiencies in modern warehouses.

SYM

US$59.74

7D

9.9%

1Y

126.5%

FTAI Aviation

Market Cap: US$26.6b

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

FTAI

US$272.61

7D

0.1%

1Y

141.6%

MasTec

Market Cap: US$19.0b

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.

MTZ

US$259.16

7D

7.8%

1Y

79.0%

APi Group

Market Cap: US$18.5b

Provides safety and specialty services worldwide.

APG

US$44.45

7D

6.9%

1Y

73.1%

Nextpower

Market Cap: US$17.0b

Provides solar tracker technologies and solutions for utility-scale and distributed generation solar applications in the United States and internationally.

NXT

US$121.37

7D

3.7%

1Y

163.2%

RBC Bearings

Market Cap: US$16.4b

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

RBC

US$544.02

7D

8.9%

1Y

50.2%

QXO

Market Cap: US$14.9b

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

QXO

US$23.01

7D

3.7%

1Y

73.3%

Builders FirstSource

Market Cap: US$13.3b

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

BLDR

US$124.42

7D

8.8%

1Y

-19.2%

Sterling Infrastructure

Market Cap: US$11.2b

Engages in the provision of e-infrastructure, transportation, and building solutions in the United States.

New

STRL

US$401.29

7D

12.1%

1Y

168.0%

Modine Manufacturing

Market Cap: US$10.8b

Designs, engineers, tests, manufactures, and sells mission-critical thermal solutions in the United States, Canada, Italy, Hungary, the United Kingdom, China, and internationally.

New

MOD

US$215.72

7D

16.8%

1Y

118.6%

Generac Holdings

Market Cap: US$10.1b

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

New

GNRC

US$183.53

7D

9.2%

1Y

29.1%