U.S. Global Supply Chain Shortage

McKesson

Market Cap: US$94.4b

Provides healthcare services in the United States and internationally.

United Parcel Service

Market Cap: US$72.5b

A package delivery and logistics provider, offers transportation and delivery services.

United Rentals

Market Cap: US$62.9b

Through its subsidiaries, operates as an equipment rental company.

Cencora

Market Cap: US$59.8b

Cencora, Inc. sources and distributes pharmaceutical products in the United States and internationally.

FedEx

Market Cap: US$57.2b

Provides transportation, e-commerce, and business services in the United States and internationally.

Fastenal

Market Cap: US$55.3b

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

W.W. Grainger

Market Cap: US$45.6b

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

Ferguson Enterprises

Market Cap: US$45.4b

Operates as a distributor serving the water and air specialized professional in the United States and Canada.

Sysco

Market Cap: US$39.8b

Through its subsidiaries, engages in the marketing and distribution of various food and related products to the foodservice or food-away-from-home industry in the United States, Canada, the United Kingdom, France, and internationally.

Cardinal Health

Market Cap: US$37.6b

Operates as a healthcare services and products company in the United States and internationally.

AerCap Holdings

Market Cap: US$21.6b

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

CDW

Market Cap: US$20.9b

Provides information technology (IT) solutions in the United States, the United Kingdom, and Canada.

Genuine Parts

Market Cap: US$19.5b

Distributes automotive and industrial replacement parts.

FTAI Aviation

Market Cap: US$17.7b

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

US Foods Holding

Market Cap: US$17.0b

Engages in marketing, sale, and distribution of fresh, frozen, and dry food and non-food products to foodservice customers in the United States.

Expeditors International of Washington

Market Cap: US$16.7b

Provides logistics services in the Americas, North Asia, South Asia, Europe, and MAIR.

Performance Food Group

Market Cap: US$16.0b

Through its subsidiaries, engages in the marketing and distribution of food and food-related products in North America.

C.H. Robinson Worldwide

Market Cap: US$15.9b

Provides freight transportation and related logistics and supply chain services in the United States and internationally.

Watsco

Market Cap: US$15.5b

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.

ZTO Express (Cayman)

Market Cap: US$15.4b

Provides express delivery and other value-added logistics services in the People's Republic of China.

QXO

Market Cap: US$13.4b

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

TD SYNNEX

Market Cap: US$13.4b

Operates as a distributor and solutions aggregator for the information technology (IT) ecosystem.

Pool

Market Cap: US$11.6b

Distributes swimming pool supplies, equipment, related leisure, irrigation, and landscape maintenance products in the United States and internationally.

Core & Main

Market Cap: US$10.5b

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

WESCO International

Market Cap: US$10.4b

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

Applied Industrial Technologies

Market Cap: US$9.8b

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

LKQ

Market Cap: US$8.1b

Engages in the distribution of replacement parts, components, and systems used in the repair and maintenance of vehicles and specialty vehicle aftermarket products and accessories.

Henry Schein

Market Cap: US$8.0b

Provides health care products and services to office-based dental and medical practitioners, and alternate sites of care worldwide.

Air Lease

Market Cap: US$7.1b

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.

Arrow Electronics

Market Cap: US$6.3b

Provides products, services, and solutions to industrial and commercial users of electronic components and enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

GATX

Market Cap: US$6.2b

Together its subsidiaries, operates as railcar leasing company in the United States, Canada, Mexico, Europe, and India.

GXO Logistics

Market Cap: US$6.2b

Provides logistics services worldwide.

SiteOne Landscape Supply

Market Cap: US$5.7b

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

Ingram Micro Holding

Market Cap: US$5.2b

Through its subsidiaries, distributes information technology products, cloud, and other services in North America, Europe, the Middle East, Africa, the Asia-Pacific, Latin America, and internationally.

MSC Industrial Direct

Market Cap: US$5.1b

Engages in the distribution of metalworking and maintenance, repair, and operations (MRO) products and services in the United States, Canada, Mexico, the United Kingdom, and internationally.

Kirby

Market Cap: US$4.7b

Operates domestic tank barges in the United States.