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Caterpillar Inc. (CAT $527.47)
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Deere & Company (DE $447.95)
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Eaton Corporation PLC (ETN $374.35)
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Quanta Services Inc. (PWR $431.60)
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Rockwell Automation Inc. (ROK $344.01)
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Zebra Technologies Corporation (ZBRA $288.99)
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Teradyne Inc. (TER $136.97)
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Energizer Holdings Inc. (ENR $23.87)
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Terex Corporation (TEX $54.17)
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GE Vernova Inc. (GEV $644.41)
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?