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Caterpillar Inc. (CAT $893.92)
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Deere & Company (DE $592.56)
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Eaton Corporation PLC (ETN $427.49)
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Quanta Services Inc. (PWR $706.72)
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Rockwell Automation Inc. (ROK $408.71)
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Zebra Technologies Corporation (ZBRA $222.05)
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Teradyne Inc. (TER $348.25)
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Energizer Holdings Inc. (ENR $19.41)
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Terex Corporation (TEX $65.06)
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GE Vernova Inc. (GEV $1,090.89)
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?