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Caterpillar Inc. (CAT $536.87)
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Deere & Company (DE $451.72)
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Eaton Corporation PLC (ETN $375.69)
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Quanta Services Inc. (PWR $440.00)
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Rockwell Automation Inc. (ROK $348.57)
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Zebra Technologies Corporation (ZBRA $292.47)
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Teradyne Inc. (TER $140.13)
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Energizer Holdings Inc. (ENR $24.70)
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Terex Corporation (TEX $54.25)
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GE Vernova Inc. (GEV $608.27)
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?