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Caterpillar Inc. (CAT $504.76)
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Deere & Company (DE $439.11)
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Eaton Corporation PLC (ETN $375.37)
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Quanta Services Inc. (PWR $430.98)
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Rockwell Automation Inc. (ROK $339.20)
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Zebra Technologies Corporation (ZBRA $281.96)
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Teradyne Inc. (TER $139.13)
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Energizer Holdings Inc. (ENR $23.73)
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Terex Corporation (TEX $52.44)
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GE Vernova Inc. (GEV $648.25)
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?