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Caterpillar Inc. (CAT $598.41)
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Deere & Company (DE $466.80)
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Eaton Corporation PLC (ETN $327.31)
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Quanta Services Inc. (PWR $439.68)
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Rockwell Automation Inc. (ROK $398.55)
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Zebra Technologies Corporation (ZBRA $248.30)
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Teradyne Inc. (TER $207.56)
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Energizer Holdings Inc. (ENR $19.93)
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Terex Corporation (TEX $55.03)
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GE Vernova Inc. (GEV $679.55)
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?