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Caterpillar Inc. (CAT $419.04)
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Deere & Company (DE $478.64)
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Eaton Corporation PLC (ETN $349.14)
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Quanta Services Inc. (PWR $377.96)
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Rockwell Automation Inc. (ROK $343.43)
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Zebra Technologies Corporation (ZBRA $317.09)
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Teradyne Inc. (TER $118.24)
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Energizer Holdings Inc. (ENR $27.56)
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Terex Corporation (TEX $49.94)
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GE Vernova Inc. (GEV $612.97)
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?