U.S. Capital Goods Energy Transition

Trane Technologies

Market Cap: US$106.3b

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

Quanta Services

Market Cap: US$93.9b

Offers infrastructure solutions for the electric and gas utility, power generation, load center, manufacturing, communications, pipeline, and energy industries.

EMCOR Group

Market Cap: US$33.1b

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

MasTec

Market Cap: US$26.3b

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.

WESCO International

Market Cap: US$16.2b

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

AGCO

Market Cap: US$8.8b

Manufactures and distributes agricultural equipment and replacement parts worldwide.

ESCO Technologies

Market Cap: US$8.5b

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

Fluor

Market Cap: US$7.3b

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

Icahn Enterprises

Market Cap: US$5.2b

Through its subsidiaries engages in the investment, energy, automotive, food packaging, real estate, home fashion and pharma in the United States and internationally.