U.S. Capital Goods Growth at Reasonable Price

Byrna Technologies

Market Cap: US$480.2m

A less-lethal self-defense technology company, develops, manufactures, and sells less-lethal personal security solutions in the United States, South Africa, Europe, South America, Asia, and Canada.

Virgin Galactic Holdings

Market Cap: US$178.5m

An aerospace and space travel company, focuses on the development, manufacture, and operation of spaceships and related technologies.

Herc Holdings

Market Cap: US$3.7b

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

Array Technologies

Market Cap: US$840.0m

Manufactures and sells solar tracking technology products in the United States, Spain, Brazil, Australia, and internationally.

Griffon

Market Cap: US$3.2b

Through its subsidiaries, provides consumer and professional, and home and building products in the United States, Europe, Canada, Australia, and internationally.

Comfort Systems USA

Market Cap: US$24.4b

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

Moog

Market Cap: US$6.0b

Designs, manufactures, and integrates precision motion and fluid controls and controls systems for original equipment manufacturers and end users in the aerospace, defense, and industrial markets in the United States, Germany, and internationally.

Tutor Perini

Market Cap: US$3.0b

A construction company, provides diversified general contracting, construction management, and design-build services to private customers and public agencies worldwide.

WillScot Holdings

Market Cap: US$4.4b

Provides turnkey temporary space solutions in the United States, Canada, and Mexico.

Flux Power Holdings

Market Cap: US$25.7m

Through its subsidiary, designs, develops, manufactures, and sells lithium-ion energy storage solutions in North America.

Owens Corning

Market Cap: US$12.0b

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

ZKH Group

Market Cap: US$479.4m

Develops and operates a maintenance, repair, and operating (MRO) products trading and service platform that offers spare parts, chemicals, manufacturing parts, general consumables, and office supplies in the People’s Republic of China.

Cadre Holdings

Market Cap: US$1.2b

Manufactures and distributes safety equipment and other related products that provides protection to users in hazardous or life-threatening situations in the United States and internationally.