U.S. Capital Goods Sustainable Track Record

Vertiv Holdings Co

Market Cap: US$100.8b

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.

Butler National

Market Cap: US$262.1m

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

Comfort Systems USA

Market Cap: US$58.2b

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

Argan

Market Cap: US$7.0b

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.

Innovative Aerosystems

Market Cap: US$384.1m

Engages in the engineering, manufacturing, and supply of advanced avionic solutions.

Woodward

Market Cap: US$20.3b

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

Everus Construction Group

Market Cap: US$6.4b

Provides contracting services in the United States.

Valmont Industries

Market Cap: US$9.4b

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

Mueller Industries

Market Cap: US$14.0b

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

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.

Griffon

Market Cap: US$4.6b

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

Blue Bird

Market Cap: US$2.0b

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

Karat Packaging

Market Cap: US$957.7m

Engages in the manufacture and distribution of single-use disposable products in plastic, paper, biopolymer-based, and other compostable forms used in various restaurant and foodservice settings.

CEA Industries

Market Cap: US$130.0m

Operates as the digital asset treasury company in the United States and Canada.

Sterling Infrastructure

Market Cap: US$15.8b

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

IES Holdings

Market Cap: US$13.6b

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

American Superconductor

Market Cap: US$1.5b

Provides megawatt-scale power resiliency solutions worldwide.

Howmet Aerospace

Market Cap: US$108.3b

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.

GE Vernova

Market Cap: US$254.8b

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.

Carpenter Technology

Market Cap: US$24.4b

Manufactures, fabricates, and distributes specialty metals in the United States, Europe, the Asia Pacific, Mexico, Canada, and internationally.

Alliance Laundry Holdings

Market Cap: US$4.7b

Designs, manufactures, and sells commercial laundry systems in the United States, the Czech Republic, Thailand, and internationally.

EMCOR Group

Market Cap: US$34.3b

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

Caterpillar

Market Cap: US$380.6b

Provides construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in the United States and internationally.

ATI

Market Cap: US$28.2b

Produces and sells specialty materials and complex components worldwide.

General Electric

Market Cap: US$361.5b

General Electric Company, doing business as GE Aerospace, designs and produces commercial and defense aircraft engines, integrated engine components, electric power, and aircraft systems.

Julong Holding

Market Cap: US$141.6m

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