U.S. Capital Goods Energy Transition - Wind

GE Vernova

Market Cap: US$227.5b

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.

Moog

Market Cap: US$9.7b

Designs, manufactures, and integrates precision motion and fluid controls and controls systems for original equipment manufacturers and end users in the aerospace, defense, and industrial markets in the United States, Germany, and internationally.

ESCO Technologies

Market Cap: US$6.9b

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

Timken

Market Cap: US$6.9b

Designs, manufactures, and sells engineered bearings and industrial motion products, and related services in the United States and internationally.

Argan

Market Cap: US$6.6b

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.