Global Capital Goods Global Supply Chain Shortage

Mitsubishi

Market Cap: JP¥11.0t

Engages in the natural gas, industrial materials and infrastructure, chemicals, mineral resources, automotive and mobility, food and consumer industry, power solution, and urban development businesses worldwide.

ITOCHU

Market Cap: JP¥10.6t

Engages in trading and importing/exporting various products worldwide.

Mitsui

Market Cap: JP¥8.3t

Operates as an trading and investment company worldwide.

W.W. Grainger

Market Cap: US$50.2b

Distributes maintenance, repair, and operating products and services primarily in North America, Japan, and the United Kingdom.

Fastenal

Market Cap: US$45.5b

Engages in the wholesale distribution of industrial and construction supplies in the United States, Canada, Mexico, and internationally.

United Rentals

Market Cap: US$43.5b

Through its subsidiaries, operates as an equipment rental company.

Ferguson Enterprises

Market Cap: US$34.0b

Distributes plumbing and heating products in the United States and Canada.

Marubeni

Market Cap: JP¥4.5t

Marubeni Corporation purchases, distributes, and markets industrial and consumer goods.

Adani Enterprises

Market Cap: ₹2.6t

Operates as a conglomerate company in India and internationally.

Sumitomo

Market Cap: JP¥4.4t

Engages in general trading business.

Ashtead Group

Market Cap: UK£17.8b

Engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada.

Toyota Tsusho

Market Cap: JP¥3.1t

Engages in the metals, parts and logistics, mobility, machinery, energy and project, chemicals and electronics, and food and consumer services businesses worldwide.

AerCap Holdings

Market Cap: US$19.1b

Engages in the lease, financing, sale, and management of commercial flight equipment in the United States, China, and internationally.

Watsco

Market Cap: US$17.7b

Engages in the distribution of air conditioning, heating, and refrigeration equipment, and related parts and supplies in the United States, Canada, Latin America, and the Caribbean.

SGH

Market Cap: AU$20.5b

Engages in the heavy equipment sales and service, equipment hire, construction materials, media, broadcasting, and energy assets businesses.

FTAI Aviation

Market Cap: US$11.3b

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

Bunzl

Market Cap: UK£8.0b

Operates as a distribution and services company in the North America, Continental Europe, the United Kingdom, Ireland, and internationally.

Core & Main

Market Cap: US$10.3b

Distributes water, wastewater, storm drainage, and fire protection products and related services in the United States.

MonotaRO

Market Cap: JP¥1.5t

Operates an online MRO products store in Japan and internationally.

Brenntag

Market Cap: €8.7b

Engages in the distribution of chemicals and ingredients in Germany, the United States, the United Kingdom, China, Canada, Italy, Poland, France, and internationally.

Addtech AB (publ.)

Market Cap: SEK 93.1b

Provides high-tech products and solutions in Sweden, Denmark, Finland, Norway, rest of Europe, and internationally.

Applied Industrial Technologies

Market Cap: US$8.5b

Distributes industrial motion, power, control, and automation technology solutions in the United States, Canada, Mexico, Australia, New Zealand, Singapore, and Costa Rica.

Rexel

Market Cap: €7.4b

Engages in the distribution of low and ultra-low voltage electrical products for the residential, commercial, and industrial markets in France, rest of Europe, North America, and the Asia-Pacific.

IMCD

Market Cap: €7.1b

Distributes, markets, and sells specialty chemicals and ingredients in the Netherlands, rest of Europe, the Middle East, Africa, North America, South America, and the Asia-Pacific.

WESCO International

Market Cap: US$7.9b

Provides business-to-business distribution, logistics services, and supply chain solutions in the United States, Canada, and internationally.

Beijer Ref

Market Cap: SEK 74.5b

Provides commercial and industrial refrigeration, heating, and air conditioning products worldwide.

Diploma

Market Cap: UK£5.5b

Supplies specialized technical products and services in the United Kingdom, Europe, North America, and internationally.

Toromont Industries

Market Cap: CA$9.4b

Provides specialized capital equipment in Canada, the United States, and internationally.

Reece

Market Cap: AU$10.5b

Engages in the distribution of plumbing, bathroom, heating, ventilation, air-conditioning, waterworks, and refrigeration products to commercial and residential customers in Australia, the United States, and New Zealand.

QXO

Market Cap: US$6.2b

Operates as a technology and professional services company in North America.

Air Lease

Market Cap: US$6.0b

An aircraft leasing company, engages in the purchase and leasing of commercial jet aircraft to airlines in the Asia Pacific, Europe, the Middle east, Africa, Mexico, Central America, South America, the United States, and Canada.

Howden Joinery Group

Market Cap: UK£4.5b

Supplies various kitchen, joinery, and hardware products in the United Kingdom, France, Belgium, and the Republic of Ireland.

Posco International

Market Cap: ₩8.2t

An integrated business company, operates in trade, resources, and infrastructure development/operation businesses.

SiteOne Landscape Supply

Market Cap: US$5.4b

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

BOC Aviation

Market Cap: HK$41.6b

Operates as an aircraft operating leasing company in Mainland China, Hong Kong, Macau, Taiwan, rest of the Asia Pacific, the Americas, Europe, the Middle East, and Africa.

CITIC Metal

Market Cap: CN¥37.7b

Trades in metals and mineral products in China and internationally.