U.S. Capital Goods Growth at Reasonable Price

FTC Solar

Market Cap: US$54.2m

Engages in the manufacture and service of solar tracker systems in the United States, Asia, Europe, the Middle East, North Africa, South Africa, and Australia.

Array Technologies

Market Cap: US$1.3b

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

REV Group

Market Cap: US$2.0b

Designs, manufactures, and distributes specialty vehicles, and related aftermarket parts and services in North America and internationally.

WillScot Holdings

Market Cap: US$5.4b

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

Tutor Perini

Market Cap: US$1.9b

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

Spirit AeroSystems Holdings

Market Cap: US$4.4b

Engages in the design, engineering, manufacture, and marketing of commercial aerostructures worldwide.

Flux Power Holdings

Market Cap: US$32.0m

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

Bowman Consulting Group

Market Cap: US$438.1m

Provides engineering, technical, and technology enhanced consulting services in the United States.

Owens Corning

Market Cap: US$12.1b

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

Triumph Group

Market Cap: US$2.0b

Designs, engineers, manufactures, repairs, overhauls, and distributes aircraft, aircraft components, accessories, subassemblies, and systems worldwide.