84 companies

Donaldson Company

Market Cap: US$11.3b

Manufactures and sells filtration systems and replacement parts worldwide.

DCI

US$98.34

7D

6.1%

1Y

36.4%

MYR Group

Market Cap: US$5.3b

Through its subsidiaries, provides electrical construction services in the United States and Canada.

MYRG

US$337.42

7D

1.3%

1Y

82.3%

Vertiv Holdings Co

Market Cap: US$104.9b

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.

VRT

US$272.40

7D

12.8%

1Y

94.7%

Comfort Systems USA

Market Cap: US$59.5b

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

FIX

US$1,694.55

7D

-2.0%

1Y

145.0%

Argan

Market Cap: US$8.4b

Through its subsidiaries, provides engineering, procurement, construction, commissioning, maintenance, project development, and technical consulting services to the power generation market in the United States, Republic of Ireland, and the United Kingdom.

AGX

US$597.33

7D

4.7%

1Y

149.9%

Graco

Market Cap: US$13.5b

Designs, manufactures, and markets systems and equipment used to move, measure, mix, control, dispense, and spray fluid and powder materials in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

GGG

US$83.54

7D

5.2%

1Y

0.05%

Everus Construction Group

Market Cap: US$7.0b

Provides contracting services in the United States.

ECG

US$136.89

7D

9.1%

1Y

91.7%

Fastenal

Market Cap: US$59.5b

Engages in the wholesale distribution of industrial and construction supplies in the United States, Canada, Mexico, and internationally.

FAST

US$51.84

7D

8.7%

1Y

8.0%

Woodward

Market Cap: US$21.4b

Designs, manufactures, and services control solutions for the aerospace and industrial markets worldwide.

WWD

US$362.89

7D

0.6%

1Y

46.1%

Valmont Industries

Market Cap: US$9.5b

Operates as a manufacturer of products and services for infrastructure and agriculture markets in the United States, Australia, Brazil, and internationally.

VMI

US$493.64

7D

2.5%

1Y

34.1%

Ferguson Enterprises

Market Cap: US$49.1b

Distributes essential water and air solutions to specialized professional in the United States and Canada.

FERG

US$256.69

7D

9.5%

1Y

14.8%

Mueller Industries

Market Cap: US$15.2b

Manufactures and sells copper, brass, and aluminum products in the United States, the United Kingdom, Canada, Asia and the Middle East, and Mexico.

MLI

US$68.85

7D

3.7%

1Y

54.6%

Griffon

Market Cap: US$4.7b

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

New

GFF

US$106.30

7D

20.9%

1Y

56.4%

ESCO Technologies

Market Cap: US$8.5b

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

New

ESE

US$305.72

7D

-3.0%

1Y

58.2%

WESCO International

Market Cap: US$18.1b

Provides business-to-business distribution, logistics services, and supply chain solutions in the United States, Canada, and internationally.

WCC

US$363.74

7D

5.9%

1Y

78.1%

Nordson

Market Cap: US$17.2b

Nordson Corporation engineers, manufactures, and markets products and systems to dispense, apply, and control adhesives, coatings, polymers, sealants, biomaterials, medical components, and other fluids.

NDSN

US$310.11

7D

4.1%

1Y

46.9%

StandardAero

Market Cap: US$9.7b

Provides aerospace engine aftermarket services for fixed and rotary wing aircraft in the United States, Canada, the United Kingdom, Rest of Europe, Asia, and internationally.

SARO

US$29.19

7D

-0.4%

1Y

5.9%

Blue Bird

Market Cap: US$2.2b

Designs, engineers, manufactures, and sells school buses in the United States, Canada, and internationally.

BLBD

US$68.76

7D

-7.6%

1Y

24.3%

Atmus Filtration Technologies

Market Cap: US$4.2b

Designs, manufactures, and sells filtration products under the Fleetguard brand in the United States and internationally.

ATMU

US$51.17

7D

-0.9%

1Y

24.8%

Zurn Elkay Water Solutions

Market Cap: US$8.5b

Engages in design, procurement, manufacture, and marketing of water management solutions in the United States, Canada, and internationally.

ZWS

US$51.42

7D

1.8%

1Y

16.4%

Lincoln Electric Holdings

Market Cap: US$15.4b

Through its subsidiaries, designs, develops, manufactures, and sells welding, cutting, and brazing products in the United States and internationally.

LECO

US$281.96

7D

7.9%

1Y

17.7%

Construction Partners

Market Cap: US$6.8b

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

ROAD

US$119.74

7D

15.9%

1Y

6.7%

Kratos Defense & Security Solutions

Market Cap: US$10.8b

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.

New

KTOS

US$60.77

7D

30.4%

1Y

-4.9%

SOLV Energy

Market Cap: US$6.1b

Provides infrastructure services to the power industry in the United States.

MWH

US$29.03

7D

2.1%

1Y

n/a

AAR

Market Cap: US$5.6b

Provides products and services to commercial aviation, government, and defense markets in North America, Europe, Africa, Asia, and internationally.

AIR

US$143.06

7D

2.2%

1Y

91.3%

V2X

Market Cap: US$2.6b

Provides critical mission solutions and support services to defense customers internationally.

VVX

US$84.41

7D

-6.5%

1Y

66.2%

Simpson Manufacturing

Market Cap: US$8.2b

Designs, engineers, manufactures, and sells structural solutions for wood, concrete, and steel connections in the North America, Europe, and the Asia Pacific.

SSD

US$198.29

7D

5.6%

1Y

9.4%

Gates Industrial

Market Cap: US$7.2b

Manufactures and sells engineered power transmission and fluid power solutions in the United States, rest of North America, South America, the United Kingdom, Luxembourg, rest of Europe, the Middle East, Africa, India, East Asia, and Greater China.

New

GTES

US$28.25

7D

1.0%

1Y

19.6%

nVent Electric

Market Cap: US$26.7b

Designs, manufactures, markets, installs, and services electrical connection and protection solutions in the America, Europe, the Middle East, India, Africa, the Asia Pacific, and internationally.

NVT

US$164.69

7D

7.1%

1Y

85.7%

Watts Water Technologies

Market Cap: US$12.6b

Supplies products and solutions that manage and conserve the flow of fluids and energy into, through, and out of buildings in the commercial, industrial, and residential markets.

WTS

US$392.23

7D

13.4%

1Y

49.6%

Moog

Market Cap: US$12.8b

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.

MOG.A

US$403.11

7D

3.4%

1Y

112.7%

Karman Holdings

Market Cap: US$7.7b

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

KRMN

US$58.23

7D

20.9%

1Y

27.2%

Mueller Water Products

Market Cap: US$4.2b

Manufactures and markets products and services for the transmission, distribution, and measurement of water used by municipalities, and the residential and non-residential construction industries in the United States, Canada, and internationally.

MWA

US$26.65

7D

5.6%

1Y

4.1%

Federal Signal

Market Cap: US$7.8b

Designs, manufactures, and supplies a suite of products and integrated solutions for municipal, governmental, industrial, and commercial customers in the United States, Canada, Europe, and internationally.

FSS

US$128.21

7D

2.6%

1Y

2.2%

Howmet Aerospace

Market Cap: US$112.4b

Provides advanced engineered solutions for the aerospace and transportation industries in the United States, Japan, France, Germany, the United Kingdom, Mexico, Italy, Canada, Poland, China, and internationally.

HWM

US$281.88

7D

-0.1%

1Y

56.0%

MasTec

Market Cap: US$21.6b

An infrastructure engineering and construction company, provides engineering, building, installation, maintenance, and upgrade services for communications, energy, utility, and other infrastructure primarily in the United States and Canada.

MTZ

US$272.46

7D

3.6%

1Y

50.3%

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