68 companies

MYR Group

Market Cap: US$3.6b

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

MYRG

US$235.44

7D

7.4%

1Y

63.9%

Donaldson Company

Market Cap: US$10.5b

Manufactures and sells filtration systems and replacement parts worldwide.

DCI

US$92.16

7D

2.1%

1Y

36.8%

Oshkosh

Market Cap: US$8.6b

Provides purpose-built vehicles and equipment worldwide.

OSK

US$145.47

7D

14.9%

1Y

56.9%

Dover

Market Cap: US$27.7b

Provides equipment and components, consumable supplies, aftermarket parts, software and digital solutions, and support services worldwide.

DOV

US$203.50

7D

2.9%

1Y

8.3%

Applied Industrial Technologies

Market Cap: US$9.9b

Distributes industrial motion, power, control, and automation technology solutions in the United States, Canada, Mexico, Australia, New Zealand, Singapore, and Costa Rica.

AIT

US$265.39

7D

1.6%

1Y

6.9%

Enerpac Tool Group

Market Cap: US$2.1b

Manufactures and sells a range of industrial products and solutions in the United States, the United Kingdom, Germany, Australia, Canada, China, Saudi Arabia, Brazil, France, the Netherlands, and internationally.

EPAC

US$40.16

7D

1.9%

1Y

-1.6%

Curtiss-Wright

Market Cap: US$21.6b

Provides engineered products, solutions, and services mainly to aerospace and defense, commercial power, process, and industrial markets worldwide.

CW

US$593.18

7D

6.2%

1Y

70.1%

Graco

Market Cap: US$13.8b

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$84.72

7D

2.0%

1Y

3.5%

REV Group

Market Cap: US$3.1b

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

REVG

US$65.96

7D

7.9%

1Y

101.3%

Snap-on

Market Cap: US$18.4b

Manufactures and markets tools, equipment, diagnostics, and repair information and systems solutions for professional users worldwide.

SNA

US$357.73

7D

2.3%

1Y

6.6%

Textron

Market Cap: US$15.7b

Operates in the aircraft, defense, industrial, and finance businesses worldwide.

TXT

US$90.07

7D

2.0%

1Y

19.1%

Argan

Market Cap: US$4.7b

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$330.42

7D

4.7%

1Y

120.1%

Comfort Systems USA

Market Cap: US$36.3b

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

FIX

US$1,035.11

7D

9.3%

1Y

128.6%

Kratos Defense & Security Solutions

Market Cap: US$15.2b

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.

KTOS

US$91.93

7D

21.0%

1Y

221.3%

EMCOR Group

Market Cap: US$29.3b

Provides electrical and mechanical construction and facilities, building, and industrial services in the United States and the United Kingdom.

EME

US$655.94

7D

6.3%

1Y

39.5%

Worthington Enterprises

Market Cap: US$2.6b

Operates as an industrial manufacturing company.

WOR

US$52.55

7D

1.2%

1Y

32.0%

Watsco

Market Cap: US$13.3b

Engages in the distribution of air conditioning, heating, and refrigeration equipment, and related parts and supplies in the United States, Canada, Latin America, and the Caribbean.

WSO

US$357.19

7D

4.1%

1Y

-23.2%

Watts Water Technologies

Market Cap: US$9.4b

Supplies systems, products and solutions that manage and conserve the flow of fluids and energy into, though, and out of buildings in the commercial, industrial, and residential markets in the Americas, Europe, the Asia-Pacific, the Middle East, and Africa.

WTS

US$284.39

7D

1.6%

1Y

42.1%

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 worldwide.

TPC

US$71.14

7D

4.7%

1Y

190.5%

Federal Signal

Market Cap: US$6.9b

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$114.52

7D

4.5%

1Y

24.4%

MSC Industrial Direct

Market Cap: US$4.8b

Engages in the distribution of metalworking and maintenance, repair, and operations (MRO) products and services in the United States, Canada, Mexico, the United Kingdom, and internationally.

MSM

US$84.94

7D

-1.5%

1Y

6.4%

Mueller Water Products

Market Cap: US$3.8b

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$24.71

7D

1.8%

1Y

12.4%

IES Holdings

Market Cap: US$8.4b

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

IESC

US$412.27

7D

4.5%

1Y

82.9%

Crane

Market Cap: US$11.2b

Manufactures and sells engineered industrial products in the United States, Canada, the United Kingdom, Continental Europe, and internationally.

CR

US$196.30

7D

4.6%

1Y

28.8%

Vicor

Market Cap: US$6.0b

Designs, develops, manufactures, and markets modular power components and power systems for converting electrical power for use in electrically-powered devices.

VICR

US$138.92

7D

22.2%

1Y

177.5%

General Dynamics

Market Cap: US$95.9b

Operates as an aerospace and defense company worldwide.

GD

US$360.71

7D

6.3%

1Y

38.9%

DNOW

Market Cap: US$2.5b

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.

DNOW

US$13.57

7D

0.9%

1Y

4.9%

Primoris Services

Market Cap: US$7.1b

Provides infrastructure services primarily in the United States and Canada.

PRIM

US$128.93

7D

3.7%

1Y

65.3%

Boise Cascade

Market Cap: US$2.8b

Engages in the manufacture and sale of engineered wood products and plywood and wholesale distribution of building materials in the United States and Canada.

BCC

US$76.94

7D

4.3%

1Y

-34.9%

Carpenter Technology

Market Cap: US$17.0b

Engages in the manufacture, fabrication, and distribution of specialty metals in the United States, Europe, the Asia Pacific, Mexico, Canada, and internationally.

CRS

US$335.67

7D

5.4%

1Y

85.3%

Kennametal

Market Cap: US$2.2b

Engages in development and application of tungsten carbides, ceramics, and hard materials and solutions worldwide.

KMT

US$29.51

7D

3.0%

1Y

23.3%

Woodward

Market Cap: US$19.3b

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

WWD

US$325.97

7D

7.5%

1Y

83.0%

Fastenal

Market Cap: US$47.2b

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

FAST

US$41.54

7D

1.6%

1Y

14.9%

Symbotic

Market Cap: US$41.2b

An automation technology company, develops technologies to enhance operating efficiencies in modern warehouses.

SYM

US$70.45

7D

16.9%

1Y

175.3%

GE Vernova

Market Cap: US$184.7b

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 Americas, the Middle East, and Africa.

GEV

US$686.33

7D

4.0%

1Y

86.2%

Xylem

Market Cap: US$33.8b

Engages in the design, manufacture, and servicing of engineered products and solutions for utility, industrial, and residential and commercial building services settings worldwide.

XYL

US$141.33

7D

2.7%

1Y

22.1%

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