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Caterpillar Inc. (CAT $546.26)
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Deere & Company (DE $466.89)
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Eaton Corporation PLC (ETN $376.45)
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Quanta Services Inc. (PWR $438.23)
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Rockwell Automation Inc. (ROK $358.85)
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Zebra Technologies Corporation (ZBRA $262.20)
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Teradyne Inc. (TER $176.84)
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Energizer Holdings Inc. (ENR $23.63)
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Terex Corporation (TEX $47.29)
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GE Vernova Inc. (GEV $548.07)
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?