U.S. Capital Goods Profitable Climbers

Modine Manufacturing

Market Cap: US$9.7b

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$35.8b

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

Karman Holdings

Market Cap: US$13.7b

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

Columbus McKinnon

Market Cap: US$598.8m

Designs, manufactures, and markets motion solutions for moving, lifting, positioning, and securing materials worldwide.

Vertiv Holdings Co

Market Cap: US$71.2b

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.

Axon Enterprise

Market Cap: US$38.4b

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

SunPower

Market Cap: US$185.1m

Engages in the provision of solar system sales and installation in the United States.

Gencor Industries

Market Cap: US$210.2m

Engages in the design, manufacture, and sale of heavy machinery used in the production of highway construction materials and environmental control equipment.

Aebi Schmidt Holding

Market Cap: US$1.1b

Develops and manufactures special-purpose vehicles and attachments.

AAON

Market Cap: US$7.4b

Engages in engineering, manufacturing, marketing, and selling air conditioning and heating equipment in the United States and Canada.

DNOW

Market Cap: US$2.8b

Distributes downstream energy and industrial products for petroleum refining, chemical processing, LNG terminals, power generation, gas utilities, and customer on-site and off-site locations in the United States, Canada, the United Kingdom, Norway, Australia, the Netherlands, Singapore, and the Middle East.

GE Vernova

Market Cap: US$195.8b

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.

FTAI Aviation

Market Cap: US$27.9b

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.

VirTra

Market Cap: US$53.0m

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

Shoals Technologies Group

Market Cap: US$1.6b

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

ESCO Technologies

Market Cap: US$5.9b

Provides engineered components and systems for aviation, navy, defense, and industrial customers.

Graham

Market Cap: US$768.3m

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

Griffon

Market Cap: US$3.8b

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

Preformed Line Products

Market Cap: US$1.2b

Designs and manufactures products and systems that are used in the construction and maintenance of overhead, ground-mounted, and underground networks for the energy, telecommunication, cable, data communication, and other industries.

Nephros

Market Cap: US$45.8m

A commercial-stage company, develops and sells water solutions to the medical and commercial markets in the United States.

Barloworld

Market Cap: US$1.1b

Operates as an industrial processing, distribution, and services company in Southern Africa, the United Kingdom, Australia, Russia, and Mongolia.

RBC Bearings

Market Cap: US$15.7b

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

Energy Recovery

Market Cap: US$772.9m

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.

NPK International

Market Cap: US$1.2b

A temporary worksite access solutions company, manufactures, sells, and rents recyclable composite matting products.

REV Group

Market Cap: US$3.1b

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

Kratos Defense & Security Solutions

Market Cap: US$17.4b

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$40.2b

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$658.9m

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

Dycom Industries

Market Cap: US$10.9b

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

Boeing

Market Cap: US$183.6b

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

Power Solutions International

Market Cap: US$1.7b

Designs, engineers, manufactures, markets, and sells engines and power systems in the United States, North America, the Pacific Rim, Europe, and internationally.

American Superconductor

Market Cap: US$1.4b

Provides megawatt-scale power resiliency solutions worldwide.

VSE

Market Cap: US$5.1b

Provides aviation aftermarket parts distribution and maintenance, repair, and overhaul services for air transportation assets for commercial and government markets.

AerSale

Market Cap: US$353.4m

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.

Bowman Consulting Group

Market Cap: US$605.1m

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