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Caterpillar Inc. (CAT $742.83)
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Deere & Company (DE $629.71)
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Eaton Corporation PLC (ETN $375.92)
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Quanta Services Inc. (PWR $563.08)
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Rockwell Automation Inc. (ROK $407.45)
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Zebra Technologies Corporation (ZBRA $223.96)
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Teradyne Inc. (TER $320.03)
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Energizer Holdings Inc. (ENR $21.59)
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Terex Corporation (TEX $68.79)
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GE Vernova Inc. (GEV $873.60)
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?