U.S. Capital Goods Large Cap High Growth Potential

Modine Manufacturing

Market Cap: US$10.3b

Designs, engineers, tests, manufactures, and sells mission-critical thermal solutions in the United States, Canada, Italy, Hungary, the United Kingdom, China, and internationally.

Bloom Energy

Market Cap: US$61.0b

Designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally.

Forgent Power Solutions

Market Cap: US$10.1b

Designs and manufactures electrical distribution equipment used in data centers, the power grid and energy-intensive industrial facilities.

Innio

Market Cap: US$18.3b

Through its subsidiaries, provides power generation equipment and services under the Jenbacher and Waukesha brands.

FTAI Aviation

Market Cap: US$20.3b

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

Vertiv Holdings Co

Market Cap: US$87.6b

Designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Comfort Systems USA

Market Cap: US$59.7b

Provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States.

Rocket Lab

Market Cap: US$38.7b

A space company, provides launch services and space systems solutions in the United States, Canada, Japan, and internationally.

Dycom Industries

Market Cap: US$12.0b

Provides specialty contracting services to the digital infrastructure, telecommunications infrastructure, and utility industries in the United States.

Axon Enterprise

Market Cap: US$42.3b

Provides public safety technology solutions in the United States and internationally.

Sterling Infrastructure

Market Cap: US$17.8b

Engages in the provision of e-infrastructure, transportation, and building solutions in the United States.

QXO

Market Cap: US$14.0b

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

Symbotic

Market Cap: US$25.9b

An automation technology company, develops technologies to enhance operating efficiencies in modern warehouses.

Boeing

Market Cap: US$174.6b

Designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide.

Carrier Global

Market Cap: US$50.6b

Provides intelligent climate and energy solutions in the United States, Europe, the Asia Pacific, and internationally.

MasTec

Market Cap: US$25.7b

An infrastructure engineering and construction company, provides engineering, building, installation, maintenance, and upgrade services for communications, energy, utility, and other infrastructure primarily in the United States and Canada.

CNH Industrial

Market Cap: US$12.8b

An equipment company, engages in the develops, manufacture, and sale agricultural and construction equipment in North America, Europe, the Middle East, Africa, South America, and the Asia Pacific.

Owens Corning

Market Cap: US$11.2b

Provides residential and commercial building products in the United States, Europe, the Asia Pacific, and internationally.

Regal Rexnord

Market Cap: US$13.5b

Provides sustainable solutions for power, transmit, and control motion products in the North America, Asia, Europe, and internationally.

Quanta Services

Market Cap: US$98.9b

Offers infrastructure solutions for the electric and gas utility, power generation, load center, manufacturing, communications, pipeline, and energy industries.

ATI

Market Cap: US$24.8b

Produces and sells specialty materials and complex components worldwide.

APi Group

Market Cap: US$17.0b

Provides fire and life safety, security, elevator and escalator, and specialty services worldwide.

Madison Air Solutions

Market Cap: US$14.6b

Manufactures and sells indoor air quality products and solutions in the United States and internationally.

nVent Electric

Market Cap: US$23.4b

Designs, manufactures, markets, installs, and services electrical connection and protection solutions in the America, Europe, the Middle East, India, Africa, the Asia Pacific, and internationally.

Caterpillar

Market Cap: US$372.7b

Provides construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in the United States and internationally.

Johnson Controls International

Market Cap: US$87.2b

Engages in engineering, manufacturing, commissioning, and retrofitting building products and systems in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Eaton

Market Cap: US$150.2b

Operates as a power management company in the United States, Canada, Latin America, Europe, and the Asia Pacific.

Generac Holdings

Market Cap: US$11.3b

Designs, manufactures, and distributes energy technology products and solutions worldwide.

Carpenter Technology

Market Cap: US$25.0b

Engages in the manufacture, fabrication, and distribution of specialty metals in the United States, Europe, the Asia Pacific, Mexico, Canada, and internationally.

GE Vernova

Market Cap: US$261.5b

An energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa.

Cummins

Market Cap: US$87.3b

Offers various power solutions worldwide.

Deere

Market Cap: US$161.8b

Engages in the manufacture and distribution of various equipment worldwide.

Arxis

Market Cap: US$20.1b

Designs and manufactures electronic and mechanical components for mission critical applications in the United States.

Nextpower

Market Cap: US$13.6b

Provides solar and energy technology solutions for utility-scale power plants in the United States and internationally.