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Caterpillar Inc. (CAT $550.43)
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Deere & Company (DE $487.24)
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Eaton Corporation PLC (ETN $331.71)
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Quanta Services Inc. (PWR $430.15)
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Rockwell Automation Inc. (ROK $378.73)
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Zebra Technologies Corporation (ZBRA $240.95)
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Teradyne Inc. (TER $158.91)
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Energizer Holdings Inc. (ENR $18.27)
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Terex Corporation (TEX $43.29)
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GE Vernova Inc. (GEV $555.84)
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?