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Caterpillar Inc. (CAT $501.81)
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Deere & Company (DE $457.82)
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Eaton Corporation PLC (ETN $376.88)
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Quanta Services Inc. (PWR $433.60)
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Rockwell Automation Inc. (ROK $341.78)
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Zebra Technologies Corporation (ZBRA $298.22)
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Teradyne Inc. (TER $142.98)
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Energizer Holdings Inc. (ENR $24.60)
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Terex Corporation (TEX $55.18)
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GE Vernova Inc. (GEV $625.55)
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?