- Investing Ideas
- /
- U.S. Capital Goods Global Supply Chain Shortage
U.S. Capital Goods Global Supply Chain Shortage
Results
69
69 companies
W.W. Grainger
Market Cap: US$52.9b
Distributes maintenance, repair, and operating products and services primarily in North America, Japan, and the United Kingdom.
GWW
US$1,100.41
7D
3.1%
1Y
15.4%
Fastenal
Market Cap: US$47.6b
Engages in the wholesale distribution of industrial and construction supplies in the United States, Canada, Mexico, and internationally.
FAST
US$83.16
7D
3.8%
1Y
24.8%
United Rentals
Market Cap: US$47.2b
Through its subsidiaries, operates as an equipment rental company.
URI
US$723.98
7D
1.7%
1Y
3.3%
Ferguson Enterprises
Market Cap: US$36.7b
Distributes plumbing and heating products in the United States and Canada.
FERG
US$183.20
7D
3.7%
1Y
-13.8%
AerCap Holdings
Market Cap: US$20.0b
Engages in the lease, financing, sale, and management of commercial flight equipment in the United States, China, and internationally.
AER
US$113.81
7D
2.2%
1Y
24.1%
Watsco
Market Cap: US$18.5b
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.
WSO
US$488.19
7D
0.7%
1Y
1.1%
FTAI Aviation
Market Cap: US$12.1b
Owns, acquires, and sells aviation equipment for the transportation of goods and people worldwide.
FTAI
US$122.40
7D
8.4%
1Y
52.9%
Core & Main
Market Cap: US$10.7b
Distributes water, wastewater, storm drainage, and fire protection products and related services in the United States.
CNM
US$53.29
7D
0%
1Y
-12.4%
Applied Industrial Technologies
Market Cap: US$9.0b
Distributes industrial motion, power, control, and automation technology solutions in the United States, Canada, Mexico, Australia, New Zealand, Singapore, and Costa Rica.
AIT
US$233.29
7D
-0.2%
1Y
16.1%
QXO
Market Cap: US$8.7b
Distributes roofing, waterproofing, and other building products in the United States.
QXO
US$17.51
7D
21.2%
1Y
-86.5%
WESCO International
Market Cap: US$8.5b
Provides business-to-business distribution, logistics services, and supply chain solutions in the United States, Canada, and internationally.
WCC
US$171.19
7D
-0.3%
1Y
-8.9%
Air Lease
Market Cap: US$6.4b
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.
AL
US$57.14
7D
3.0%
1Y
16.8%
SiteOne Landscape Supply
Market Cap: US$5.6b
Engages in the wholesale distribution of landscape supplies in the United States and Canada.
SITE
US$123.32
7D
-3.1%
1Y
-19.7%
GATX
Market Cap: US$5.4b
Together its subsidiaries, operates as railcar leasing company in the United States, Canada, Mexico, Europe, and India.
GATX
US$149.47
7D
0.4%
1Y
7.5%
MSC Industrial Direct
Market Cap: US$4.5b
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.
MSM
US$81.91
7D
3.9%
1Y
-11.5%
Rush Enterprises
Market Cap: US$4.1b
Through its subsidiaries, operates as an integrated retailer of commercial vehicles and related services in the United States and Canada.
RUSH.A
US$51.98
7D
2.4%
1Y
14.0%
Herc Holdings
Market Cap: US$3.9b
Operates as an equipment rental supplier in the United States and internationally.
HRI
US$136.64
7D
2.6%
1Y
-11.7%
H&E Equipment Services
Market Cap: US$3.5b
Operates as an integrated equipment services company in the United States and internationally.
HEES
US$96.11
7D
1.3%
1Y
97.9%
Boise Cascade
Market Cap: US$3.5b
Engages in manufacture and sale of engineered wood products (EWP) and plywood, and wholesale distribution of building materials in the United States and Canada.
BCC
US$91.19
7D
-2.1%
1Y
-33.7%
GMS
Market Cap: US$3.0b
Distributes wallboard, ceilings, steel framing and complementary construction products in the United States and Canada.
GMS
US$75.62
7D
-2.0%
1Y
-20.1%
McGrath RentCorp
Market Cap: US$2.8b
Operates as a business-to-business rental company in the United States and internationally.
MGRC
US$115.77
7D
1.8%
1Y
3.1%
Xometry
Market Cap: US$1.7b
Operates an artificial intelligence (AI) powered online manufacturing marketplace in the United States and internationally.
XMTR
US$34.10
7D
5.5%
1Y
110.4%
DNOW
Market Cap: US$1.6b
Distributes downstream energy and industrial products for petroleum refining, chemical processing, LNG terminals, power generation, gas utilities, and customer on-site and off-site locations in the United States, Canada, the United Kingdom, Norway, Australia, the Netherlands, Singapore, and the Middle East.
DNOW
US$15.10
7D
-0.3%
1Y
8.2%
DXP Enterprises
Market Cap: US$1.4b
Engages in distributing maintenance, repair, and operating (MRO) products, equipment, and services in the United States, Canada, and internationally.
DXPE
US$89.74
7D
2.9%
1Y
76.5%
Distribution Solutions Group
Market Cap: US$1.3b
A specialty distribution company, provides value-added distribution solutions to the maintenance, repair and operations (MRO), original equipment manufacturer, and industrial technology markets.
DSGR
US$27.69
7D
2.5%
1Y
-24.5%
MRC Global
Market Cap: US$1.1b
Through its subsidiaries, distributes pipes, valves, fittings, and other infrastructure products and services in the United States and internationally.
MRC
US$12.80
7D
-1.8%
1Y
-6.2%
Custom Truck One Source
Market Cap: US$1.1b
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.
CTOS
US$4.66
7D
4.0%
1Y
-1.7%
Global Industrial
Market Cap: US$1.0b
Through its subsidiaries, operates as an industrial distributor of various industrial and maintenance, repair, and operation (MRO) products in the United States and Canada.
GIC
US$27.37
7D
2.6%
1Y
-21.0%
Willis Lease Finance
Market Cap: US$954.5m
Operates as a lessor and servicer of commercial aircraft and aircraft engines worldwide.
WLFC
US$138.06
7D
-2.4%
1Y
108.8%
Transcat
Market Cap: US$756.4m
Provides calibration and laboratory instrument services in the United States, Canada, and internationally.
TRNS
US$81.18
7D
-1.5%
1Y
-34.6%
Karat Packaging
Market Cap: US$626.5m
Engages in the manufacture and distribution of single-use disposable products in plastic, paper, biopolymer-based, and other compostable forms used in various restaurant and foodservice settings.
KRT
US$31.45
7D
2.5%
1Y
9.6%
BlueLinx Holdings
Market Cap: US$569.3m
Engages in the distribution of residential and commercial building products in the United States.
BXC
US$69.92
7D
-3.7%
1Y
-31.2%
Titan Machinery
Market Cap: US$486.4m
Owns and operates a network of full service agricultural and construction equipment stores in the United States, Europe, and Australia.
TITN
US$20.86
7D
2.9%
1Y
-12.4%
ZKH Group
Market Cap: US$485.1m
Develops and operates a maintenance, repair, and operating (MRO) products trading and service platform that offers spare parts, chemicals, manufacturing parts, general consumables, and office supplies in the People’s Republic of China.
ZKH
US$3.08
7D
4.8%
1Y
-72.0%
Hudson Technologies
Market Cap: US$340.0m
Through its subsidiary, Hudson Technologies Company, provides solutions to recurring problems within the refrigeration industry in the United States.
HDSN
US$7.76
7D
0.5%
1Y
-19.1%
Lavoro
Market Cap: US$280.2m
Operates as an agricultural inputs retailer.
LVRO
US$2.55
7D
6.3%
1Y
-55.3%