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Caterpillar Inc. (CAT $588.93)
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Deere & Company (DE $485.44)
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Eaton Corporation PLC (ETN $329.93)
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Quanta Services Inc. (PWR $438.49)
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Rockwell Automation Inc. (ROK $401.08)
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Zebra Technologies Corporation (ZBRA $261.17)
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Teradyne Inc. (TER $192.29)
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Energizer Holdings Inc. (ENR $20.73)
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Terex Corporation (TEX $53.05)
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GE Vernova Inc. (GEV $686.22)
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?