Below pivot -8.1%
76 stocks · 2 setups today · as of Nov 6, 2026
Each stock once, in its most actionable state, ranked as on the breakout page. Chart data is 15-minute delayed; setups update after the close. For information only, not a recommendation.
| Stock | Industry | Tier | Watchlist | |||||
|---|---|---|---|---|---|---|---|---|
 JJacobs Solutions Inc. | Below pivot -8.1% | +0.92% | $148.90 | 78 | $17.58B | Engineering & Construction | Core | |
 CATCaterpillar Inc. | — | +0.90% | $558.63 | 21 | $257.33B | Heavy Machinery & Trucks | Core | |
 DEDeere & Company | — | +1.26% | $671.65 | 73 | $181.3B | Heavy Machinery & Trucks | Major | |
 ETNEaton Corporation plc | — | +4.50% | $341.72 | 38 | $132.69B | Electrical Equipment | Major | |
 PHParker-Hannifin Corporation | — | +2.86% | $917.79 | 56 | $115.72B | Pumps & Flow Control | Major | |
 TTTrane Technologies plc | — | +2.38% | $401.76 | 41 | $88.81B | Building Products & HVAC | Major | |
 JCIJohnson Controls International plc | — | +2.72% | $135.03 | 52 | $81.79B | Building Products & HVAC | Major | |
 PWRQuanta Services, Inc. | — | +6.25% | $540.90 | 38 | $81.17B | Engineering & Construction | Major | |
 URIUnited Rentals, Inc. | — | +1.13% | $1,055.57 | 78 | $65.7B | Equipment & Vehicle Rental | Core | |
 CRHCRH plc | — | -0.67% | $94.81 | 46 | $63.35B | Cement & Aggregates | Core | |
 CMICummins Inc. | — | +0.33% | $450.07 | 28 | $62.1B | Heavy Machinery & Trucks | Major | |
 FASTFastenal Company | — | +0.17% | $52.99 | 81 | $60.81B | Industrial Distribution | Major | |
 NUENucor Corporation | — | -0.29% | $244.97 | 79 | $55.79B | Steel & Aluminum | Major | |
 FERFerrovial SE | — | -0.88% | $58.71 | 47 | $42.33B | Engineering & Construction | Major | |
 ROKRockwell Automation, Inc. | — | -1.36% | $375.86 | 42 | $41.82B | Factory Automation & Robotics | Major | |
 VMCVulcan Materials Company | — | -0.98% | $282.72 | 61 | $36.68B | Cement & Aggregates | Core | |
 FIXComfort Systems USA, Inc. | — | +5.45% | $1,017.50 | 17 | $35.81B | Engineering & Construction | Core | |
 IRIngersoll Rand Inc. | — | +1.39% | $82.99 | 70 | $32.48B | Pumps & Flow Control | Major | |
 STLDSteel Dynamics, Inc. | — | +0.45% | $222.90 | 62 | $32.15B | Steel & Aluminum | Major | |
 MLMMartin Marietta Materials, Inc. | — | -1.83% | $518.15 | 45 | $31.11B | Cement & Aggregates | Core | |
 EMEEMCOR Group, Inc. | — | +2.21% | $608.45 | 31 | $27.04B | Engineering & Construction | Core | |
 AMRZAmrize Ltd | — | -1.83% | $41.87 | 35 | $23.18B | Cement & Aggregates | Core | |
 LECOLincoln Electric Holdings, Inc. | — | +1.18% | $275.35 | 65 | $15.09B | Tools & Metal Products | Major | |
 WCCWESCO International, Inc. | — | +2.17% | $292.68 | 45 | $14.25B | Industrial Distribution | Major | |
 MTZMasTec, Inc. | — | +9.54% | $174.10 | 15 | $13.76B | Engineering & Construction | Core | |
 TTEKTetra Tech, Inc. | — | -0.67% | $40.29 | 87 | $10.46B | Engineering & Construction | Major | |
 WMSAdvanced Drainage Systems, Inc. | — | +1.37% | $124.31 | 38 | $9.53B | Pumps & Flow Control | Major | |
 GGBGerdau S.A. | — | -0.23% | $4.38 | 59 | $8.66B | Steel & Aluminum | Major | |
 CNMCore & Main, Inc. | — | -2.09% | $45.97 | 59 | $8.61B | Industrial Distribution | Core | |
 ACMAecom | — | +0.03% | $66.74 | 45 | $8.58B | Engineering & Construction | Core | |
 STNStantec Inc. | — | -1.94% | $74.34 | 52 | $8.48B | Engineering & Construction | Major | |
 OSKOshkosh Corp | — | -1.75% | $134.36 | 40 | $8.38B | Heavy Machinery & Trucks | Major | |
 VMIValmont Industries, Inc. | — | +1.57% | $404.31 | 34 | $7.81B | Tools & Metal Products | Major | |
 STRLSterling Infrastructure, Inc. | — | +3.47% | $252.82 | 11 | $7.76B | Engineering & Construction | Core | |
 ACAArcosa, Inc. | — | +0.08% | $149.15 | 78 | $7.32B | Cement & Aggregates | Core | |
 FSSFederal Signal Corporation | — | +1.21% | $113.44 | 52 | $6.92B | Heavy Machinery & Trucks | Major | |
 CMCCommercial Metals Company | — | +0.10% | $62.28 | 47 | $6.89B | Steel & Aluminum | Major | |
 CLFCleveland-Cliffs Inc. | — | +1.69% | $11.46 | 70 | $6.54B | Steel & Aluminum | Major | |
 FLRFluor Corporation | — | +3.20% | $46.48 | 42 | $6.49B | Engineering & Construction | Core | |
 IESCIES Holdings, Inc. | — | +8.84% | $158.45 | 12 | $6.31B | Engineering & Construction | Major | |
 DYDycom Industries, Inc. | — | +7.64% | $207.52 | 14 | $6.23B | Engineering & Construction | Core | |
 EXPEagle Materials Inc. | — | -1.69% | $186.04 | 45 | $5.71B | Cement & Aggregates | Core | |
 GVAGranite Construction Incorporated | — | -0.40% | $120.52 | 50 | $5.27B | Engineering & Construction | Core | |
 PSNParsons Corporation | — | -2.86% | $48.90 | 51 | $5.23B | Government IT Services | Major | |
 HRIHerc Holdings Inc. | — | +1.42% | $151.94 | 80 | $5.08B | Equipment & Vehicle Rental | Major | |
 TPCTutor Perini Corporation | — | +9.82% | $89.89 | 76 | $4.74B | Engineering & Construction | Core | |
 CIGIColliers International Group Inc. | — | -1.26% | $94.81 | 49 | $4.72B | Real Estate Services | Major | |
 ROADConstruction Partners, Inc. | — | -0.55% | $77.10 | 22 | $4.36B | Engineering & Construction | Core | |
 MYRGMYR Group Inc. | — | +6.62% | $262.91 | 33 | $4.09B | Engineering & Construction | Major | |
 ECGEverus Construction Group, Inc. | — | +5.74% | $76.60 | 16 | $3.91B | Engineering & Construction | Core | |
 AGXArgan, Inc. | — | +6.24% | $277.50 | 13 | $3.89B | Engineering & Construction | Core | |
 AZZAZZ Inc. | — | +2.86% | $125.71 | 44 | $3.78B | Steel & Aluminum | Major | |
 MWAMueller Water Products, Inc. | — | -2.35% | $24.05 | 51 | $3.76B | Pumps & Flow Control | Major | |
 PRIMPrimoris Services Corporation | — | +9.81% | $65.40 | 20 | $3.55B | Engineering & Construction | Core | |
 WSCWillScot Holdings Corporation | — | +5.72% | $18.86 | 40 | $3.41B | Equipment & Vehicle Rental | Major | |
 USLMUnited States Lime & Minerals, Inc. | — | -1.10% | $118.10 | 72 | $3.39B | Cement & Aggregates | Major | |
 OTTROtter Tail Corporation | — | -1.95% | $78.44 | 43 | $3.29B | Electric & Multi-Utilities | Major | |
 KNFKnife River Corporation | — | -1.48% | $56.40 | 27 | $3.2B | Cement & Aggregates | Core | |
 CECOCECO Environmental Corp. | — | -3.76% | $48.60 | 21 | $2.84B | Pumps & Flow Control | Major | |
 CTOSCustom Truck One Source, Inc. | — | +0.32% | $9.33 | 71 | $2.12B | Equipment & Vehicle Rental | Major | |
 TTAMTitan America S.A. | — | -3.60% | $11.26 | 21 | $2.08B | Cement & Aggregates | Core | |
 CTRICenturi Holdings, Inc. | — | +9.22% | $20.37 | 30 | $2.06B | Engineering & Construction | Core | |
 LGNLegence Corp. Class A Common stock | — | +9.84% | $27.91 | 9 | $1.88B | Engineering & Construction | Major | |
 CXCEMEX, S.A.B. de C.V. | — | +0.09% | $10.72 | 48 | $1.56B | Cement & Aggregates | Major | |
 NWPXNWPX Infrastructure, Inc. | — | +5.41% | $87.31 | 38 | $841M | Pumps & Flow Control | Core | |
 ASTEAstec Industries, Inc. | — | +0.99% | $35.71 | 21 | $821M | Heavy Machinery & Trucks | Core | |
 MTWThe Manitowoc Company, Inc. | — | +3.41% | $22.41 | 94 | $805M | Heavy Machinery & Trucks | Major | |
 BWMNBowman Consulting Group Ltd. | — | +0.16% | $43.00 | 89 | $753M | Engineering & Construction | Core | |
 IIINInsteel Industries, Inc. | — | -0.74% | $26.74 | 41 | $520M | Steel & Aluminum | Major | |
 FSTRL.B. Foster Company | — | +1.74% | $39.75 | 82 | $416M | Railroads & Railcars | Major | |
 ORNOrion Group Holdings, Inc. | — | +4.79% | $7.22 | 17 | $292M | Engineering & Construction | Core | |
 GENCGencor Industries, Inc. | — | +1.67% | $17.00 | 72 | $249M | Heavy Machinery & Trucks | Core | |
 ESOAEnergy Services of America Corporation | — | +1.29% | $8.62 | 16 | $161M | Engineering & Construction | Core | |
 SMIDSmith-Midland Corporation | — | +3.00% | $26.11 | 40 | $139M | Cement & Aggregates | Core | |
 SHIMShimmick Corp. | — | +1.31% | $2.32 | 15 | $95M | Engineering & Construction | Core | |
 SLNDSouthland Holdings, Inc. | — | -0.20% | $0.68 | 39 | $37M | Engineering & Construction | Core |
Infrastructure Stocks -15.2%SPY -4.9%
Equal-weight return of the theme's stocks from the range start, against SPY. Daily market data.
| Window | Theme | SPY | vs SPY |
|---|---|---|---|
| Today | +1.7% | +0.3% | +1.4% |
| 5D | -6.5% | -2.2% | -4.2% |
| 1M | -5.5% | -5.0% | -0.5% |
| 3M | -15.2% | -4.9% | -10.3% |
| 6M | -16.1% | -0.3% | -15.8% |
| YTD | +0.3% | +7.8% | -7.6% |
| 1Y | +0.3% | +7.9% | -7.7% |
Engineering, construction, machinery, steel, aggregates, and industrial suppliers benefiting from US infrastructure and factory buildout.
Research US infrastructure and reshoring stocks across engineering, construction, machinery, industrial suppliers, building products, steel, aggregates, and factory buildout beneficiaries.
76 US-listed stocks, placed in this theme by our own classification of each company's business. Setups come from the same chart-pattern engine as the breakout page and update after the close.
The theme is powered by public spending, private capex, backlogs, and pricing power.
Infrastructure and reshoring stocks benefit when the US builds more physical capacity: roads, factories, grid assets, warehouses, data centers, water systems, and industrial facilities. The spending does not stop with contractors. It flows through aggregates, steel, heavy equipment, electrical systems, rental fleets, and distributors.
This page brings those beneficiaries into one workflow so investors can see where the buildout is producing real revenue growth and margin leverage.
Backlog matters, but margin quality separates the best stocks from the busiest companies.
Start by separating backlog-driven contractors from higher-margin suppliers. A contractor can report strong demand and still disappoint if labor, materials, or fixed-price contracts pressure margins. Materials companies need pricing and volume. Equipment and rental companies need utilization, replacement demand, and disciplined capital allocation.
The best infrastructure and reshoring setups show revenue growth, stable or rising margins, and balance sheets that can handle the cycle.
Big projects create big opportunity, but also big execution risk.
Infrastructure demand can be durable while individual stocks still disappoint. Project delays, labor shortages, commodity inflation, fixed-price contracts, and rate-sensitive private capex can all hurt returns. Materials and equipment names also remain cyclical even when the long-term buildout story is intact.
Use the table to keep valuation, quality, debt, and momentum visible before chasing a headline capex theme.
They are companies tied to US construction, engineering, heavy machinery, aggregates, steel, building products, electrical systems, industrial distribution, rentals, and factory or supply-chain buildout.
Both themes draw on similar industrial supply chains: engineering, construction, machinery, steel, aggregates, electrical systems, distributors, rental equipment, and factory automation.
Yes. Many are economically sensitive, although backlog visibility and public spending can smooth demand for some companies.
Start with market cap, revenue growth, operating margin, free cash flow margin, return on equity, debt, and 1-year returns. Backlog quality matters for contractors, while pricing power matters more for materials and equipment names.
Execution risk. Large projects can look attractive in backlog but still hurt margins if labor, materials, permitting, or fixed-price contract assumptions go wrong.
Higher rates can delay private construction, pressure real estate-linked demand, and reduce valuation multiples. Public infrastructure may be steadier, but many suppliers still feel the economic cycle.