U.S. Global Supply Chain Shortage

McKesson

Market Cap: US$122.0b

Provides healthcare services in the United States and internationally.

United Parcel Service

Market Cap: US$96.1b

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

FedEx

Market Cap: US$89.9b

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

Cencora

Market Cap: US$72.3b

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

W.W. Grainger

Market Cap: US$54.5b

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

Fastenal

Market Cap: US$53.3b

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

Cardinal Health

Market Cap: US$53.3b

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

United Rentals

Market Cap: US$52.5b

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

Ferguson Enterprises

Market Cap: US$48.2b

Distributes essential water and air solutions to specialized professional in the United States and Canada.

Sysco

Market Cap: US$42.2b

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.

Sunbelt Rentals Holdings

Market Cap: US$30.5b

Ashtead Group plc, together with its subsidiaries, 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.

AerCap Holdings

Market Cap: US$23.8b

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

C.H. Robinson Worldwide

Market Cap: US$22.9b

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

US Foods Holding

Market Cap: US$20.5b

US Foods Holding Corp., together with its subsidiaries, markets, sells, and distributes fresh, frozen, and dry food and non-food products to foodservice customers in the United States.

Expeditors International of Washington

Market Cap: US$19.8b

Provides logistics services in the Americas, North Asia, South Asia, Europe, and Middle East, Africa, and India.

ZTO Express (Cayman)

Market Cap: US$17.8b

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

Genuine Parts

Market Cap: US$16.2b

Distributes automotive and industrial replacement parts.

CDW

Market Cap: US$16.2b

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

QXO

Market Cap: US$15.6b

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

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.

Performance Food Group

Market Cap: US$14.5b

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

WESCO International

Market Cap: US$14.0b

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

TD SYNNEX

Market Cap: US$12.6b

Operates as a distributor and solutions aggregator for the information technology (IT) ecosystem in the United States, Europe, 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.

Applied Industrial Technologies

Market Cap: US$10.4b

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

Henry Schein

Market Cap: US$9.2b

Provides health care products and services to office-based dental and medical practitioners worldwide.

LKQ

Market Cap: US$8.2b

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.

Pool

Market Cap: US$8.1b

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

EquipmentShare.com

Market Cap: US$7.6b

Provides integrated, full-service construction solutions across equipment rental, sales, and technology.

Arrow Electronics

Market Cap: US$7.5b

Arrow Electronics, Inc. sources and engineers technology for manufacturers, service providers, and users of enterprise computing solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Air Lease

Market Cap: US$7.3b

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.

Kirby

Market Cap: US$7.2b

Operates domestic tank barges in the United States.

GXO Logistics

Market Cap: US$7.0b

Provides logistics services worldwide.

GATX

Market Cap: US$6.5b

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

SiteOne Landscape Supply

Market Cap: US$6.2b

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

Ingram Micro Holding

Market Cap: US$5.7b

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.