U.S. Global Supply Chain Shortage

McKesson

Market Cap: US$86.3b

Provides healthcare services in the United States and internationally.

United Parcel Service

Market Cap: US$82.1b

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

Cencora

Market Cap: US$55.0b

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

FedEx

Market Cap: US$52.5b

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

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.

Cardinal Health

Market Cap: US$35.1b

Operates as a healthcare services and products company in the United States, Canada, Europe, Asia, and internationally.

Sysco

Market Cap: US$34.7b

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.

Ferguson Enterprises

Market Cap: US$34.0b

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

CDW

Market Cap: US$23.7b

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

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.

US Foods Holding

Market Cap: US$16.6b

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

Genuine Parts

Market Cap: US$16.3b

Distributes automotive and industrial replacement parts.

ZTO Express (Cayman)

Market Cap: US$15.1b

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

Expeditors International of Washington

Market Cap: US$15.1b

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

Performance Food Group

Market Cap: US$13.3b

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

Pool

Market Cap: US$11.3b

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

FTAI Aviation

Market Cap: US$11.3b

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

C.H. Robinson Worldwide

Market Cap: US$10.6b

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

LKQ

Market Cap: US$10.3b

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.

Core & Main

Market Cap: US$10.3b

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

TD SYNNEX

Market Cap: US$9.9b

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

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.

Henry Schein

Market Cap: US$8.4b

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

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.

QXO

Market Cap: US$6.2b

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

Arrow Electronics

Market Cap: US$6.1b

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.

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.

Kirby

Market Cap: US$5.9b

Operates domestic tank barges in the United States.

SiteOne Landscape Supply

Market Cap: US$5.4b

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

GATX

Market Cap: US$5.2b

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

Ingram Micro Holding

Market Cap: US$4.6b

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.

GXO Logistics

Market Cap: US$4.5b

Provides logistics services worldwide.

Insight Enterprises

Market Cap: US$4.4b

Provides information technology, hardware, software, and services in the United States and internationally.