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Caterpillar Inc. (CAT $559.60)
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Deere & Company (DE $487.23)
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Eaton Corporation PLC (ETN $330.43)
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Quanta Services Inc. (PWR $442.64)
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Rockwell Automation Inc. (ROK $384.37)
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Zebra Technologies Corporation (ZBRA $242.45)
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Teradyne Inc. (TER $165.97)
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Energizer Holdings Inc. (ENR $17.98)
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Terex Corporation (TEX $45.10)
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GE Vernova Inc. (GEV $580.49)
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?