U.S. Capital Goods High ROE Growth Engines

Comfort Systems USA

Market Cap: US$61.2b

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

Fastenal

Market Cap: US$55.8b

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

EMCOR Group

Market Cap: US$34.4b

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

Sterling Infrastructure

Market Cap: US$21.5b

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

Nextpower

Market Cap: US$17.0b

Provides solar and energy technology solutions for utility-scale power plants in the United States and internationally.

IES Holdings

Market Cap: US$13.0b

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

Mueller Industries

Market Cap: US$12.5b

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

Donaldson Company

Market Cap: US$10.3b

Manufactures and sells filtration systems and replacement parts worldwide.

Argan

Market Cap: US$9.9b

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.

Powell Industries

Market Cap: US$9.0b

Designs, develops, manufactures, sells, and services custom-engineered equipment and systems.

A. O. Smith

Market Cap: US$8.6b

Manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India.

Everus Construction Group

Market Cap: US$7.1b

Provides contracting services in the United States.

Blue Bird

Market Cap: US$2.4b

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

3D Systems

Market Cap: US$457.4m

Provides 3D printing and digital manufacturing solutions in North and South America, Europe, the Middle East, Africa, the Asia Pacific, and Oceania.

Paul Mueller

Market Cap: US$411.7m

Provides manufactured equipment and components in the United States, North America, the Netherlands, Europe, and internationally.

Butler National

Market Cap: US$266.5m

Designs, engineers, manufactures, sells, integrates, installs, repairs, modifies, overhauls, services, and distributes a portfolio of aerostructures, aircraft components, avionics, accessories, subassemblies, and systems.

Julong Holding

Market Cap: US$157.2m

Provides intelligent integrated services and solutions to various infrastructure projects in China.

CEA Industries

Market Cap: US$111.4m

Through its subsidiary, Surna Cultivation Technologies LLC, focuses on the sale of environmental control and other technologies and services to the controlled environment agriculture (CEA) industry in the United States and Canada.