U.S. Capital Goods Profitable Climbers

Modine Manufacturing

Market Cap: US$10.6b

Designs, engineers, tests, manufactures, and sells mission-critical thermal solutions in the United States, Canada, Italy, Hungary, the United Kingdom, China, and internationally.

Karman Holdings

Market Cap: US$13.4b

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

Axon Enterprise

Market Cap: US$40.8b

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

Forgent Power Solutions

Market Cap: US$10.4b

Forgent Power Solutions, Inc designs and manufactures electrical distribution equipment used in data centers, the power grid and energy-intensive industrial facilities.

Vicor

Market Cap: US$8.6b

Designs, develops, manufactures, and markets modular power components and power systems for converting electrical power for use in electrically powered devices in the United States, Europe, the Asia Pacific, and internationally.

Cardinal Infrastructure Group

Market Cap: US$1.2b

A civil contracting company, provides infrastructure services to the residential, commercial, industrial, municipal, and state infrastructure markets in the United States.

Columbus McKinnon

Market Cap: US$398.1m

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

Vertiv Holdings Co

Market Cap: US$101.3b

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.

Gibraltar Industries

Market Cap: US$1.2b

Manufactures and provides products and services for the residential, agtech, and infrastructure markets in the United States and internationally.

EquipmentShare.com

Market Cap: US$6.2b

Provides integrated, full-service construction solutions across equipment rental, sales, and technology.

Tutor Perini

Market Cap: US$3.8b

A construction company, provides diversified general contracting, construction management, and design-build services to private customers and public agencies in the United States and internationally.

AAON

Market Cap: US$6.4b

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

ZJK Industrial

Market Cap: US$124.5m

Through its subsidiaries, manufactures and sells precision fasteners, structural parts, and other precision metal parts products in the People’s Republic of China, Taiwan, Singapore, the United States, and internationally.

VSE

Market Cap: US$5.2b

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

GE Vernova

Market Cap: US$231.4b

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$24.7b

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.

Herc Holdings

Market Cap: US$3.5b

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

Graham

Market Cap: US$892.8m

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

Quanta Services

Market Cap: US$85.6b

Offers infrastructure solutions for the electric and gas utility, power generation, load center, manufacturing, communications, pipeline, and energy industries.

VirTra

Market Cap: US$48.6m

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

Construction Partners

Market Cap: US$6.6b

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

Flowserve

Market Cap: US$9.5b

Designs, manufactures, distributes, and services industrial flow management equipment in the United States, Canada, Mexico, Europe, the Middle East, Africa, and the Asia Pacific.

RBC Bearings

Market Cap: US$17.3b

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

NPK International

Market Cap: US$1.2b

A temporary worksite access solutions company, manufactures, sells, and rents recyclable composite matting products in the United States and United Kingdom.

Kratos Defense & Security Solutions

Market Cap: US$17.4b

A technology company, provides technology, hardware, products, 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.

Byrna Technologies

Market Cap: US$217.0m

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.

Comfort Systems USA

Market Cap: US$50.0b

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

SOLV Energy

Market Cap: US$5.9b

Provides infrastructure services to the power industry in the Unites Sates.

Terex

Market Cap: US$6.7b

Manufactures industrial equipment for materials processing machinery, waste and recycling solutions, mobile elevating work platforms, and equipment for the electric utility industry worldwide.

TAT Technologies

Market Cap: US$734.2m

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$10.6b

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

Sterling Infrastructure

Market Cap: US$12.9b

Engages in the provision of e-infrastructure, transportation, and building solutions in the United States.

Boeing

Market Cap: US$161.9b

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

Aebi Schmidt Holding

Market Cap: US$992.9m

Develops and manufactures special-purpose vehicles and attachments.

Power Solutions International

Market Cap: US$1.2b

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