U.S. Capital Goods Large Cap High Growth Potential

Modine Manufacturing

Market Cap: US$13.3b

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$64.9b

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

Axon Enterprise

Market Cap: US$32.4b

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

Vicor

Market Cap: US$12.2b

Designs, develops, manufactures, and markets modular power components and power systems for converting electrical power for use in electrically powered devices in the United States, Europe, the Asia Pacific, and internationally.

Forgent Power Solutions

Market Cap: US$10.7b

Forgent Power Solutions, Inc designs and manufactures electrical distribution equipment used in data centers, the power grid and energy-intensive industrial facilities.

FTAI Aviation

Market Cap: US$23.9b

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

Vertiv Holdings Co

Market Cap: US$124.2b

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$46.1b

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

QXO

Market Cap: US$15.2b

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

Symbotic

Market Cap: US$35.8b

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

Flowserve

Market Cap: US$10.6b

Designs, manufactures, distributes, and services industrial flow management equipment in the United States, Canada, Mexico, Europe, the Middle East, Africa, and the Asia Pacific.

ITT

Market Cap: US$19.5b

Manufactures and sells engineered critical components and customized technology solutions for the transportation, industrial, and energy markets.

Kratos Defense & Security Solutions

Market Cap: US$11.9b

A technology company, provides technology, hardware, products, 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$60.7b

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

RBC Bearings

Market Cap: US$18.6b

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

Dycom Industries

Market Cap: US$12.3b

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

Sterling Infrastructure

Market Cap: US$15.3b

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

Boeing

Market Cap: US$183.2b

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

CNH Industrial

Market Cap: US$12.7b

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$10.1b

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

Regal Rexnord

Market Cap: US$14.1b

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

Quanta Services

Market Cap: US$93.8b

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

Allison Transmission Holdings

Market Cap: US$11.3b

Designs, manufactures, and sells fully automatic transmissions for medium- and heavy-duty commercial vehicles and medium- and heavy-tactical U.S.

APi Group

Market Cap: US$21.0b

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

Stanley Black & Decker

Market Cap: US$11.9b

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

MasTec

Market Cap: US$29.3b

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.

Generac Holdings

Market Cap: US$13.0b

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

GE Vernova

Market Cap: US$308.8b

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.

Ingersoll Rand

Market Cap: US$32.8b

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