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Caterpillar Inc. (CAT $423.08)
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Deere & Company (DE $473.26)
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Eaton Corporation PLC (ETN $349.03)
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Quanta Services Inc. (PWR $372.50)
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Rockwell Automation Inc. (ROK $339.76)
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Zebra Technologies Corporation (ZBRA $313.80)
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Teradyne Inc. (TER $120.20)
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Energizer Holdings Inc. (ENR $28.77)
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Terex Corporation (TEX $52.97)
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GE Vernova Inc. (GEV $582.08)
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?