Standard classifications describe what a company files as, not what it's a bet on. This is a hand-picked list of the Infrastructure & Reshoring names in our US universe, chosen by the site's founder. Each carries the same 0–100 quality-growth score used everywhere on the site (how it's built), and re-scores every trading day.
| # | Ticker | Company | Score |
|---|---|---|---|
| 1 | STRLEngineering & Construction | Sterling Infrastructure, Inc. | 75.4 |
| 2 | EMEEngineering & Construction | EMCOR Group, Inc. | 72.5 |
| 3 | FIXEngineering & Construction | Comfort Systems USA, Inc. | 69.5 |
| 4 | DYEngineering & Construction | Dycom Industries, Inc. | 69.3 |
| 5 | IESCEngineering & Construction | IES Holdings, Inc. | 65.2 |
| 6 | MTZEngineering & Construction | MasTec, Inc. | 59.9 |
| 7 | MLMBuilding Materials | Martin Marietta Materials, Inc. | 56.4 |
| 8 | CRHBuilding Materials | CRH plc | 53.9 |
| 9 | PWREngineering & Construction | Quanta Services, Inc. | 52.5 |
| 10 | ACMEngineering & Construction | AECOM | 51.9 |
| 11 | VMCBuilding Materials | Vulcan Materials Company | 51.9 |
| 12 | NUESteel | Nucor Corporation | 49.1 |
| 13 | GVAEngineering & Construction | Granite Construction Incorporated | 48.9 |
| 14 | URIRental & Leasing Services | United Rentals, Inc. | 45.6 |
| 15 | JEngineering & Construction | Jacobs Solutions Inc. | 38.5 |
| 16 | CATFarm & Heavy Construction Machinery | Caterpillar Inc. | 35.9 |
The 16 members report under 5 different industries, which is exactly why no standard sector view groups them:
Average pillar scores across the 16 scored members, against every stock the model scores:
| Pillar | Infrastructure & Reshoring | Market | Read |
|---|---|---|---|
| Quality | 67.5 | 57.7 | 9.8 above |
| Growth | 69.1 | 58.0 | 11.1 above |
| Value | 41.4 | 38.4 | 3.0 above |
Pillars run 0–100, and Value is judged against sector peers.
A few names carry this list. STRL reaches 75.4 while the median sits down at 53.2, nearer CAT at 35.9 than the top. A theme is a thesis, not a quality filter — membership says a company is exposed to Infrastructure & Reshoring, and the score says what the model makes of the business.
Across the 15 Infrastructure & Reshoring names with a reading, the median forward earnings estimate is rising — +4.1% over 90 days, ahead of the market (+0.5%). Opinion is close to evenly divided — 8 up, 6 down.
Estimates implied by price ÷ forward P/E, captured together each trading day since June 2026, and outside the Bull Rankings score. 15 of 16 members carry a reading; the rest have no forward P/E to imply one from, which is normal for loss-makers. How this is measured, across the market →
Engineering, construction and electrical-contracting firms building factories, grid and transport capacity, plus the equipment makers and aggregates and steel suppliers feeding them — the companies paid to move supply chains onshore. The companies are hand-picked by Bartholomew Chupka Jr., the site's founder, from the stocks in our US coverage.
Each name is scored on the Bull Rankings quality-growth model — one 0–100 score blending business quality, growth, and valuation — the same score used everywhere on the site.
Across the 15 Infrastructure & Reshoring names with a reading, the median forward earnings estimate is rising — +4.1% over 90 days, ahead of the market (+0.5%). Opinion is close to evenly divided — 8 up, 6 down. Estimates are implied by price divided by forward P/E, captured together each trading day so only a changed forecast moves the figure, and they sit outside the Bull Rankings score.
The universe is re-scored every trading day after the US market close, so the ranking reflects the latest fundamentals and prices.