U.S. Capital Goods Large Cap High Growth Potential

Bloom Energy

Market Cap: US$30.0b

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

Vertiv Holdings Co

Market Cap: US$66.3b

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.

Rocket Lab

Market Cap: US$26.7b

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

Boeing

Market Cap: US$148.6b

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

Axon Enterprise

Market Cap: US$44.9b

Develops, manufactures, and sells conducted energy devices (CEDs) under the TASER brand in the United States and internationally.

QXO

Market Cap: US$12.7b

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

Symbotic

Market Cap: US$37.3b

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

AeroVironment

Market Cap: US$16.1b

Designs, develops, produces, delivers, and supports a portfolio of robotic systems and related services for government agencies and businesses in the United States and internationally.

FTAI Aviation

Market Cap: US$15.8b

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

Kratos Defense & Security Solutions

Market Cap: US$13.0b

A technology company, provides technology, products, and system and software for the defense, national security, and commercial markets in the United States, other North America, the Asia Pacific, the Middle East, Europe, and Internationally.

Comfort Systems USA

Market Cap: US$34.2b

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

GE Vernova

Market Cap: US$156.1b

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 Americas, the Middle East, and Africa.

Quanta Services

Market Cap: US$67.0b

Offers infrastructure solutions for the electric and gas utility, renewable energy, communications, pipeline, and energy industries in the United States, Canada, Australia, and internationally.

APi Group

Market Cap: US$16.0b

Provides safety and specialty services worldwide.

RBC Bearings

Market Cap: US$14.0b

Manufactures and markets engineered precision bearings, components, and systems in the United States and internationally.

Stanley Black & Decker

Market Cap: US$10.6b

Provides hand tools, power tools, outdoor products, and related accessories in the United States, Canada, Other Americas, Europe, and Asia.

Rockwell Automation

Market Cap: US$44.3b

Provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Carrier Global

Market Cap: US$47.2b

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

MasTec

Market Cap: US$15.5b

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

BWX Technologies

Market Cap: US$18.0b

Manufactures and sells nuclear components in the United States, Canada, and internationally.

CNH Industrial

Market Cap: US$12.9b

An equipment and services company, engages in the design, production, marketing, sale, and financing of agricultural and construction equipment in North America, Europe, the Middle East, Africa, South America, and the Asia Pacific.

SPX Technologies

Market Cap: US$10.9b

Engages in the supply of infrastructure equipment serving the heating, ventilation, and cooling (HVAC); and detection and measurement markets worldwide.

Nextpower

Market Cap: US$14.3b

Provides solar tracker technologies and solutions for utility-scale and distributed generation solar applications in the United States and internationally.

Ingersoll Rand

Market Cap: US$30.7b

Provides various mission-critical air, fluid, energy, and medical technologies services and solutions worldwide.