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Caterpillar Inc. (CAT $742.37)
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Deere & Company (DE $593.41)
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Eaton Corporation PLC (ETN $377.47)
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Quanta Services Inc. (PWR $510.64)
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Rockwell Automation Inc. (ROK $412.60)
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Zebra Technologies Corporation (ZBRA $256.57)
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Teradyne Inc. (TER $304.89)
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Energizer Holdings Inc. (ENR $22.42)
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Terex Corporation (TEX $59.26)
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GE Vernova Inc. (GEV $790.79)
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?