| CAT | Caterpillar Inc. Farm & Heavy Construction Machinery | US / NYSE | Industrials | $897 | 413.4B | 44.7x | +51.3% | +183.2% | Sell$339 · -62.4% |
| GE | GE Aerospace Aerospace & Defense | US / NYSE | Industrials | $297 | 310B | 36.9x | +45.4% | +42.3% | Sell$184 · -38.1% |
| GEV | GE Vernova Inc. Specialty Industrial Machinery | US / NYSE | Industrials | $1,040 | 279.5B | 30.4x | +75.7% | +156.2% | Sell$715 · -31.3% |
| RTX | RTX Corporation Aerospace & Defense | US / NYSE | Industrials | $176 | 237.1B | 33.0x | +11.6% | +40.4% | Hold$185 · +5.3% |
| BA | The Boeing Company Aerospace & Defense | US / NYSE | Industrials | $237 | 187.1B | 95.1x | +169.9% | +27.9% | Sell$41.62 · -82.5% |
| UNP | Union Pacific Corporation Railroads | US / NYSE | Industrials | $265 | 157.1B | 21.8x | +40.7% | +26.7% | Reduce$229 · -13.3% |
| ETN | Eaton Corporation plc Specialty Industrial Machinery | US / NYSE | Industrials | $402 | 155.9B | 39.3x | +20.8% | +34.4% | Sell$282 · -29.8% |
| DE | Deere & Company Farm & Heavy Construction Machinery | US / NYSE | Industrials | $575 | 155.3B | 32.4x | +19.6% | +23.3% | Sell$353 · -38.6% |
| HON | Honeywell International Inc. Conglomerates | US / NASDAQ | Industrials | $213 | 135B | 34.3x | +24.3% | +7.7% | Hold$199 · -6.6% |
| LMT | Lockheed Martin Corporation Aerospace & Defense | US / NYSE | Industrials | $507 | 116.8B | 24.6x | +67.6% | +10.4% | Strong Buy$644 · +27.2% |
| PH | Parker-Hannifin Corporation Specialty Industrial Machinery | US / NYSE | Industrials | $879 | 110.8B | 32.4x | +24.8% | +42.7% | Reduce$679 · -23.0% |
| TT | Trane Technologies plc Building Products & Equipment | US / NYSE | Industrials | $466 | 103B | 35.6x | +36.6% | +15.5% | Sell$333 · -29.3% |
| CMI | Cummins Inc. Specialty Industrial Machinery | US / NYSE | Industrials | $680 | 93.8B | 35.3x | +22.0% | +132.3% | Reduce$537 · -24.3% |
| GD | General Dynamics Corporation Aerospace & Defense | US / NYSE | Industrials | $347 | 93.6B | 21.8x | +18.0% | +31.0% | Hold$354 · +2.1% |
| CSX | CSX Corporation Railroads | US / NASDAQ | Industrials | $44.83 | 83.3B | 27.5x | +23.7% | +60.4% | Sell$34.51 · -25.1% |
| EMR | Emerson Electric Co. Specialty Industrial Machinery | US / NYSE | Industrials | $141 | 79.1B | 32.7x | +12.3% | +30.8% | Reduce$122 · -11.0% |
| NOC | Northrop Grumman Corporation Aerospace & Defense | US / NYSE | Industrials | $550 | 78.1B | 17.2x | +28.5% | +14.9% | Strong Buy$726 · +30.0% |
| TDG | TransDigm Group Incorporated Aerospace & Defense | US / NYSE | Industrials | $1,215 | 68B | 37.9x | n/a | -6.1% | Hold$1,239 · +4.0% |
| RKLB | Rocket Lab Corporation Aerospace & Defense | US / NASDAQ | Industrials | $105 | 61B | n/a | -13.5% | +373.2% | Sell$21.21 · -84.2% |
| PCAR | PACCAR Inc Farm & Heavy Construction Machinery | US / NASDAQ | Industrials | $114 | 60.2B | 24.3x | +13.1% | +32.1% | Reduce$90.52 · -18.7% |
| URI | United Rentals, Inc. Rental & Leasing Services | US / NYSE | Industrials | $937 | 58.7B | 23.9x | +28.2% | +45.0% | Sell$697 · -25.4% |
| FER | Ferrovial N.V. Engineering & Construction | US / NASDAQ | Industrials | $70.42 | 50.8B | 48.7x | +14.3% | +44.9% | Sell$41.80 · -38.0% |
| FAST | Fastenal Company Industrial Distribution | US / NASDAQ | Industrials | $44.17 | 50.7B | 39.1x | +33.8% | +14.9% | Reduce$33.16 · -24.2% |
| ROK | Rockwell Automation, Inc. Specialty Industrial Machinery | US / NYSE | Industrials | $454 | 50.5B | 47.1x | +27.2% | +62.7% | Sell$162 · -64.4% |
