U.S. Capital Goods Profitable Climbers

Vertiv Holdings Co

Market Cap: US$53.4b

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.

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.

CBAK Energy Technology

Market Cap: US$87.2m

CBAK Energy Technology, Inc., together with its subsidiaries, manufacture, commercialization, and distribution of standard and customized lithium and sodium batteries in Mainland China, Europe, and internationally.

Bloom Energy

Market Cap: US$8.6b

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$66.1b

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

Aebi Schmidt Holding

Market Cap: US$862.9m

Develops and manufactures special-purpose vehicles and attachments.

AeroVironment

Market Cap: US$12.3b

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$14.0b

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

RADA Electronic Industries

Market Cap: US$490.9m

RADA Electronic Industries Ltd., a defense technology company, develops, manufactures, markets, and sells defense electronics to various air forces and companies worldwide.

Ultralife

Market Cap: US$109.6m

Designs, manufactures, installs, and maintains power, and communication and electronics systems worldwide.

Graham

Market Cap: US$530.1m

Designs and manufactures fluid, power, heat transfer, and vacuum technologies for chemical and petrochemical processing, defense, space, petroleum refining, cryogenic, and energy industries.

Herc Holdings

Market Cap: US$3.7b

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

Miller Industries

Market Cap: US$455.5m

Manufactures and sells towing and recovery equipment.

Shoals Technologies Group

Market Cap: US$790.0m

Provides electrical balance of system (EBOS) solutions and components in the United States and internationally.

VirTra

Market Cap: US$78.8m

Provides use of force training and firearms training simulators for the law enforcement, military, and commercial markets worldwide.

ESCO Technologies

Market Cap: US$5.0b

Provides engineered filtration and fluid control products, and integrated propulsion systems worldwide.

Limbach Holdings

Market Cap: US$1.3b

Operates as a building systems solution company in the United States.

Construction Partners

Market Cap: US$6.3b

A civil infrastructure company, constructs and maintains roadways in Alabama, Florida, Georgia, North Carolina, South Carolina, Tennessee, and Texas.

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.

REV Group

Market Cap: US$2.4b

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

Astec Industries

Market Cap: US$987.8m

Designs, engineers, manufactures, markets, and services equipment and components used primarily in road building and related construction activities worldwide.

Insteel Industries

Market Cap: US$696.2m

Manufactures and markets steel wire reinforcing products for concrete construction applications.

Energy Recovery

Market Cap: US$754.9m

Designs, manufactures, and sells energy efficiency technology solutions in the United States, North, South and Latin America, the Middle East, Northern Africa, Asia, and Europe.

Kratos Defense & Security Solutions

Market Cap: US$10.8b

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$24.4b

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

TAT Technologies

Market Cap: US$477.4m

Provides solutions and services to the commercial and military aerospace and ground defense industries in the United States, Israel, and internationally.

Granite Construction

Market Cap: US$4.6b

Operates as an infrastructure contractor in the United States.

WillScot Holdings

Market Cap: US$4.4b

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

Loar Holdings

Market Cap: US$6.3b

Through its subsidiaries, designs, manufactures, and markets aerospace and defense components for aircraft, and aerospace and defense systems in the United States and internationally.

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.

Karman Holdings

Market Cap: US$6.1b

Through its subsidiary, engages in designing, testing, manufacturing, and sale of mission-critical systems in the United States.

EVI Industries

Market Cap: US$295.5m

Through its subsidiaries, engages in the distribution, sale, rental, and lease of commercial and industrial laundry and dry-cleaning equipment in the United States, Canada, the Caribbean, and Latin America.

IES Holdings

Market Cap: US$6.9b

Designs and installs integrated electrical and technology systems, and provides infrastructure products and services in the United States.

American Superconductor

Market Cap: US$2.3b

Provides megawatt-scale power resiliency solutions worldwide.

Hudson Technologies

Market Cap: US$423.1m

Through its subsidiary, Hudson Technologies Company, provides solutions to recurring problems within the refrigeration industry in the United States.

AerSale

Market Cap: US$389.7m

Provides aftermarket commercial aircraft, engines, and its parts to passenger and cargo airlines, leasing companies, original equipment manufacturers, government and defense contractors, and maintenance, repair, and overhaul service providers worldwide.