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Caterpillar Inc. (CAT $434.91)
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Deere & Company (DE $491.44)
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Eaton Corporation PLC (ETN $355.34)
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Quanta Services Inc. (PWR $385.96)
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Rockwell Automation Inc. (ROK $349.13)
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Zebra Technologies Corporation (ZBRA $322.00)
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Teradyne Inc. (TER $117.89)
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Energizer Holdings Inc. (ENR $27.31)
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Terex Corporation (TEX $52.13)
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GE Vernova Inc. (GEV $633.69)
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?