U.S. Capital Goods Large Cap High Growth Potential

Vertiv Holdings Co

Market Cap: US$51.3b

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$23.1b

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

Bloom Energy

Market Cap: US$12.8b

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$61.4b

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

Boeing

Market Cap: US$178.6b

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

QXO

Market Cap: US$14.2b

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

AeroVironment

Market Cap: US$12.4b

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.

Symbotic

Market Cap: US$29.1b

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

FTAI Aviation

Market Cap: US$15.9b

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

Kratos Defense & Security Solutions

Market Cap: US$11.6b

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$25.7b

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

Owens Corning

Market Cap: US$12.7b

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

GE Vernova

Market Cap: US$172.5b

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 Americas, the Middle East, and Africa.

Regal Rexnord

Market Cap: US$10.1b

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

Quanta Services

Market Cap: US$57.5b

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$14.9b

Provides safety and specialty services worldwide.

RBC Bearings

Market Cap: US$12.5b

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

Stanley Black & Decker

Market Cap: US$11.7b

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

MasTec

Market Cap: US$14.3b

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.

Carrier Global

Market Cap: US$56.3b

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

Ingersoll Rand

Market Cap: US$31.9b

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

Nextracker

Market Cap: US$10.1b

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