U.S. Capital Goods Sustainable Track Record

Parker-Hannifin

Market Cap: US$72.1b

Manufactures and sells motion and control technologies and systems for various mobile, industrial, and aerospace markets worldwide.

Blue Bird

Market Cap: US$1.1b

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

Butler National

Market Cap: US$101.4m

Designs, engineers, manufactures, sells, integrates, installs, repairs, modifies, overhauls, services, and distributes a portfolio of aerostructures, aircraft components, avionics, accessories, subassemblies, and systems in North America, Europe, the Middle East, Asia, and internationally.

EMCOR Group

Market Cap: US$17.4b

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

Comfort Systems USA

Market Cap: US$12.3b

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$2.0b

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.

Howmet Aerospace

Market Cap: US$50.9b

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.

IES Holdings

Market Cap: US$3.6b

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

Perma-Pipe International Holdings

Market Cap: US$85.8m

Perma-Pipe International Holdings, Inc., together with its subsidiaries, engineers, designs, manufactures, and sells specialty piping and leak detection systems.

Trane Technologies

Market Cap: US$77.6b

Designs, manufactures, sells, and services of solutions for heating, ventilation, air conditioning, and custom and transport refrigeration.

Nextracker

Market Cap: US$5.7b

An energy solutions company, provides solar tracker and software solutions for utility-scale and distributed generation solar projects in the United States and internationally.

Valmont Industries

Market Cap: US$5.7b

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

Carlisle Companies

Market Cap: US$15.3b

Operates as a manufacturer and supplier of building envelope products and solutions in the United States, Europe, North America, Asia and the Middle East, Africa, and internationally.

Limbach Holdings

Market Cap: US$881.6m

Operates as a building systems solution company in the United States.

Donaldson Company

Market Cap: US$7.6b

Manufactures and sells filtration systems and replacement parts worldwide.

Dover

Market Cap: US$22.2b

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

Douglas Dynamics

Market Cap: US$519.9m

Operates as a manufacturer and upfitter of commercial work truck attachments and equipment in North America.

Lennox International

Market Cap: US$19.5b

Designs, manufactures, and markets products for the heating, ventilation, air conditioning, and refrigeration markets in the United States, Canada, and internationally.

Enerpac Tool Group

Market Cap: US$2.2b

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, and internationally.

Armstrong World Industries

Market Cap: US$5.9b

Engages in the design, manufacture, and sale of ceiling and wall solutions in the Americas.

Sterling Infrastructure

Market Cap: US$4.2b

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

AECOM

Market Cap: US$12.4b

Provides professional infrastructure consulting services for governments, businesses, and organizations worldwide.

Power Solutions International

Market Cap: US$527.6m

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

Eaton

Market Cap: US$106.1b

Operates as a power management company worldwide.

Hyster-Yale

Market Cap: US$667.0m

Through its subsidiaries, designs, engineers, manufactures, sells, and services a line of lift trucks, attachments, and aftermarket parts worldwide.

Optex Systems Holdings

Market Cap: US$38.0m

Manufactures and sells optical sighting systems and assemblies primarily for the U.S.

McGrath RentCorp

Market Cap: US$2.5b

Operates as a business-to-business rental company in the United States and internationally.

Fluor

Market Cap: US$5.6b

Provides engineering, procurement, and construction (EPC); fabrication and modularization; and project management services worldwide.

Powell Industries

Market Cap: US$2.1b

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

Allegion

Market Cap: US$10.8b

Engages in the provision of security products and solutions worldwide.

Core & Main

Market Cap: US$9.6b

Distributes water, wastewater, storm drainage, and fire protection products and related services in the United States.

HUHUTECH International Group

Market Cap: US$70.0m

Designs and implements integrated facility management systems and industrial automation monitoring systems in the People’s Republic of China and Japan.