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Caterpillar Inc. (CAT $415.12)
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Deere & Company (DE $469.52)
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Eaton Corporation PLC (ETN $342.99)
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Quanta Services Inc. (PWR $374.41)
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Rockwell Automation Inc. (ROK $338.66)
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Zebra Technologies Corporation (ZBRA $305.71)
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Teradyne Inc. (TER $119.63)
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Energizer Holdings Inc. (ENR $28.39)
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Terex Corporation (TEX $49.27)
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GE Vernova Inc. (GEV $577.04)
Q: If the manufacturing base in the US truly strengthens, and I appreciate many of the announcements are performative, what companies will benefit…infrastructure, robotics, construction etc etc Any specific stocks to recommend?