U.S. Global Supply Chain Shortage

Avnet

Market Cap: US$4.2b

Distributes electronic component technology.

MSC Industrial Direct

Market Cap: US$4.2b

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.

Rush Enterprises

Market Cap: US$4.0b

Through its subsidiaries, operates as an integrated retailer of commercial vehicles and related services in the United States and Canada.

Herc Holdings

Market Cap: US$3.5b

Operates as an equipment rental supplier in the United States and internationally.

Boise Cascade

Market Cap: US$3.4b

Engages in manufacture and sale of engineered wood products (EWP) and plywood, and wholesale distribution of building materials in the United States and Canada.

H&E Equipment Services

Market Cap: US$3.3b

Operates as an integrated equipment services company in the United States and internationally.

Matson

Market Cap: US$3.2b

Engages in the provision of ocean transportation and logistics services.

GMS

Market Cap: US$2.9b

Distributes wallboard, ceilings, steel framing and complementary construction products in the United States and Canada.

McGrath RentCorp

Market Cap: US$2.8b

Operates as a business-to-business rental company in the United States and internationally.

Chefs' Warehouse

Market Cap: US$2.5b

Distributes specialty food and center-of-the-plate products in the United States, the Middle East, and Canada.

Hub Group

Market Cap: US$2.0b

A supply chain solutions provider, offers transportation and logistics management services in North America.

Star Bulk Carriers

Market Cap: US$1.8b

A shipping company, engages in the ocean transportation of dry bulk cargoes through the ownership and operation of dry bulk carrier vessels worldwide.

PC Connection

Market Cap: US$1.8b

Provides various information technology (IT) solutions worldwide.

ePlus

Market Cap: US$1.7b

Provides information technology (IT) solutions that enable organizations to optimize their IT environment and supply chain processes in the United States and internationally.

ZIM Integrated Shipping Services

Market Cap: US$1.7b

Provides container shipping and related services in Israel and internationally.

United Natural Foods

Market Cap: US$1.6b

Distributes natural, organic, specialty, produce, and conventional grocery and non-food products in the United States and Canada.

Danaos

Market Cap: US$1.6b

Through its subsidiaries, owns and operates containerships and drybulk vessels in Australia, Europe, and the United States.

Xometry

Market Cap: US$1.5b

Operates an artificial intelligence (AI) powered online manufacturing marketplace in the United States and internationally.

DNOW

Market Cap: US$1.5b

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.

Golden Ocean Group

Market Cap: US$1.5b

A shipping company, owns and operates a fleet of dry bulk vessels worldwide.

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.

Capital Clean Energy Carriers

Market Cap: US$1.2b

A shipping company, provides marine transportation services in Greece.

Distribution Solutions Group

Market Cap: US$1.2b

A specialty distribution company, provides value-added distribution solutions to the maintenance, repair and operations (MRO), original equipment manufacturer, and industrial technology markets.

Andersons

Market Cap: US$1.2b

Operates in trade, renewables, and nutrient and industrial sectors in the United States, Canada, Mexico, Egypt, Switzerland, and internationally.

AdaptHealth

Market Cap: US$1.1b

Distributes home medical equipment (HME), medical supplies, and home and related services in the United States.

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.

Global Industrial

Market Cap: US$996.2m

Through its subsidiaries, operates as an industrial distributor of various industrial and maintenance, repair, and operation (MRO) products in the United States and Canada.

Custom Truck One Source

Market Cap: US$967.1m

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.

Willis Lease Finance

Market Cap: US$939.8m

Operates as a lessor and servicer of commercial aircraft and aircraft engines worldwide.

Costamare

Market Cap: US$933.3m

Owns and operates containerships and dry bulk vessels worldwide.

ScanSource

Market Cap: US$878.9m

Engages in the distribution of technology products and solutions in the United States, Canada, and Brazil.

Global Ship Lease

Market Cap: US$784.4m

Engages in owning and chartering of containerships under fixed-rate charters to container shipping companies worldwide.

Transcat

Market Cap: US$738.7m

Provides calibration and laboratory instrument services in the United States, Canada, and internationally.

SpartanNash

Market Cap: US$646.8m

A food solutions company, engages in the distribution and retail sale of grocery products in the United States of America.

Microalliance Group

Market Cap: US$609.3m

Through its subsidiaries, develops, produces, markets, and sells coffee tea products in the People’s Republic of China.

GigaCloud Technology

Market Cap: US$593.4m

Provides end-to-end B2B ecommerce solutions for large parcel merchandise in the United States and internationally.