U.S. Capital Goods Energy Transition

Trane Technologies

Market Cap: US$99.5b

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

Quanta Services

Market Cap: US$67.0b

Offers infrastructure solutions for the electric and gas utility, renewable energy, communications, pipeline, and energy industries in the United States, Canada, Australia, and internationally.

Rockwell Automation

Market Cap: US$41.4b

Provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

EMCOR Group

Market Cap: US$30.3b

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

MasTec

Market Cap: US$15.8b

An infrastructure 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$12.6b

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

Fluor

Market Cap: US$7.9b

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

AGCO

Market Cap: US$7.7b

Manufactures and distributes agricultural equipment and replacement parts worldwide.

Primoris Services

Market Cap: US$7.6b

Provides infrastructure services primarily in the United States and Canada.

ESAB

Market Cap: US$7.1b

Engages in the formulation, development, manufacture, and supply of consumable products and equipment for use in cutting, joining, automated welding, and gas control equipment.

ESCO Technologies

Market Cap: US$5.7b

Provides engineered filtration and fluid control products, and integrated propulsion systems.