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Construction & Infrastructure

Contractors, materials and infrastructure builders.

Infrastructure spending — from grids and roads to reshored factories — flows to the engineers, contractors and building-materials firms that do the work. This collection gathers the construction and infrastructure names, ranked by market cap.

448 stocksSorted by market capUpdated 16 Jul 2026

Why it matters

Contractors, materials and infrastructure builders. These themes often connect to policy, commodity cycles, infrastructure spending and long investment lead times.

What to check next

Check backlog quality, project execution, input costs, balance-sheet resilience and sensitivity to commodity prices or government budgets.

Main risk

Cyclical demand, cost overruns, regulation and commodity volatility can overwhelm even a strong long-term infrastructure or energy story.

Showing the 40 largest of 448 — sort or filter to explore the rest.

Company	Market Cap	Reward	Risk	Yield
Caterpillar IncCAT	$376.9B	—	—	0.7%
Deere & CompanyDE	$174.7B	—	—	1.0%
Trane Technologies plcTT	$102.5B	—	—	0.8%
Vinci SA ADRVCISY	$92.0B	—	—	11.9%
Johnson Controls International PLCJCI	$88.4B	—	—	1.1%
Quanta Services IncPWR	$84.0B	—	—	0.1%
CRH PLC ADRCRH	$81.4B	—	—	1.2%
Volvo AB ser. BVOLVF	$79.6B	—	—	2.5%
Volvo AB ADRVLVLY	$69.1B	—	—	0.0%
PACCAR IncPCAR	$65.3B	—	—	1.1%
AB Volvo (publ)VOLAF	$58.0B	—	—	0.0%
Lafargeholcim Ltd ADRHCMLY	$54.0B	—	—	16.1%
Ferrovial SEFER	$52.1B	—	—	1.3%
Comfort Systems USA IncFIX	$51.8B	—	—	0.1%
Carrier Global CorpCARR	$51.6B	—	—	1.5%
Holcim LtdHCMLF	$50.3B	—	—	3.4%
Compagnie de Saint-Gobain S.ACOD	£37.5B	41	39	2.5%
DR Horton IncDHI	$47.7B	—	—	1.0%
Komatsu LtdKMTUY	$45.1B	—	—	2.7%
HeidelbergCement AGHLBZF	$42.2B	—	—	1.3%
Vulcan Materials CompanyVMC	$41.0B	—	—	0.6%
Larsen & Toubro LimitedLTOD	£30.5B	32	34	0.0%
Martin Marietta Materials IncMLM	$40.6B	—	—	0.5%
Daimler Truck Holding AGDTGHF	$39.9B	—	—	3.6%
Toyota Industries CorporationTYIDY	$38.9B	—	—	1.5%
Daikin Industries Ltd ADRDKILY	$38.9B	—	—	1.6%
ACS Actividades de Construcción y Servicios S.AACSAF	$37.4B	—	—	0.0%
Daikin IndustriesLtdDKILF	$36.9B	—	—	1.8%
Epiroc AB (publ)EPIAF	$36.9B	—	—	0.0%
HOCHTIEF AktiengesellschaftHOCFF	$36.4B	—	—	1.4%
EMCOR Group IncEME	$36.1B	—	—	0.1%
ACS Actividades De Construccion Y Servicios SA ADRACSAY	$36.1B	—	—	—
Transurban GroupTRAUF	$32.4B	—	—	6.9%
Amrize LtdAMRZ	$31.4B	—	—	0.8%
UltraTech Cement LimitedUCLQF	$29.7B	—	—	68.0%
Exor NVEXXRF	$29.4B	—	—	0.6%
Lennar CorporationLEN-B	$27.5B	—	—	1.8%
Geberit AG ADRGBERY	$27.5B	—	—	0.0%
PulteGroup IncPHM	$26.4B	—	—	0.7%
WSP Global IncWSPOF	$22.6B	—	—	0.0%

Caterpillar IncCAT · $376.9B
Reward—Risk—Yield0.7%
Deere & CompanyDE · $174.7B
Reward—Risk—Yield1.0%
Trane Technologies plcTT · $102.5B
Reward—Risk—Yield0.8%
Vinci SA ADRVCISY · $92.0B
Reward—Risk—Yield11.9%
Johnson Controls International PLCJCI · $88.4B
Reward—Risk—Yield1.1%
Quanta Services IncPWR · $84.0B
Reward—Risk—Yield0.1%
CRH PLC ADRCRH · $81.4B
Reward—Risk—Yield1.2%
Volvo AB ser. BVOLVF · $79.6B
Reward—Risk—Yield2.5%
Volvo AB ADRVLVLY · $69.1B
Reward—Risk—Yield0.0%
PACCAR IncPCAR · $65.3B
Reward—Risk—Yield1.1%
AB Volvo (publ)VOLAF · $58.0B
Reward—Risk—Yield0.0%
Lafargeholcim Ltd ADRHCMLY · $54.0B
Reward—Risk—Yield16.1%
Ferrovial SEFER · $52.1B
Reward—Risk—Yield1.3%
Comfort Systems USA IncFIX · $51.8B
Reward—Risk—Yield0.1%
Carrier Global CorpCARR · $51.6B
Reward—Risk—Yield1.5%
Holcim LtdHCMLF · $50.3B
Reward—Risk—Yield3.4%
Compagnie de Saint-Gobain S.ACOD · £37.5B
Reward41Risk39Yield2.5%
DR Horton IncDHI · $47.7B
Reward—Risk—Yield1.0%
Komatsu LtdKMTUY · $45.1B
Reward—Risk—Yield2.7%
HeidelbergCement AGHLBZF · $42.2B
Reward—Risk—Yield1.3%
Vulcan Materials CompanyVMC · $41.0B
Reward—Risk—Yield0.6%
Larsen & Toubro LimitedLTOD · £30.5B
Reward32Risk34Yield0.0%
Martin Marietta Materials IncMLM · $40.6B
Reward—Risk—Yield0.5%
Daimler Truck Holding AGDTGHF · $39.9B
Reward—Risk—Yield3.6%
Toyota Industries CorporationTYIDY · $38.9B
Reward—Risk—Yield1.5%
Daikin Industries Ltd ADRDKILY · $38.9B
Reward—Risk—Yield1.6%
ACS Actividades de Construcción y Servicios S.AACSAF · $37.4B
Reward—Risk—Yield0.0%
Daikin IndustriesLtdDKILF · $36.9B
Reward—Risk—Yield1.8%
Epiroc AB (publ)EPIAF · $36.9B
Reward—Risk—Yield0.0%
HOCHTIEF AktiengesellschaftHOCFF · $36.4B
Reward—Risk—Yield1.4%
EMCOR Group IncEME · $36.1B
Reward—Risk—Yield0.1%
ACS Actividades De Construccion Y Servicios SA ADRACSAY · $36.1B
Reward—Risk—
Transurban GroupTRAUF · $32.4B
Reward—Risk—Yield6.9%
Amrize LtdAMRZ · $31.4B
Reward—Risk—Yield0.8%
UltraTech Cement LimitedUCLQF · $29.7B
Reward—Risk—Yield68.0%
Exor NVEXXRF · $29.4B
Reward—Risk—Yield0.6%
Lennar CorporationLEN-B · $27.5B
Reward—Risk—Yield1.8%
Geberit AG ADRGBERY · $27.5B
Reward—Risk—Yield0.0%
PulteGroup IncPHM · $26.4B
Reward—Risk—Yield0.7%
WSP Global IncWSPOF · $22.6B
Reward—Risk—Yield0.0%

Frequently asked questions

What is the Construction & Infrastructure collection?

Contractors, materials and infrastructure builders. It currently holds 448 stocks, each rated by Openbook's Reward and Risk scores. Infrastructure spending — from grids and roads to reshored factories — flows to the engineers, contractors and building-materials firms that do the work.

How are Construction & Infrastructure stocks selected?

Constituents are chosen by a rules-based screen over the full UK and US common-stock universe, then ranked by market capitalisation.

How often is the Construction & Infrastructure list updated?

It is rebuilt from live market data, so the constituents and their rankings update as prices and company fundamentals change — there is no fixed, hand-edited list.

How should I use the Reward and Risk ratings?

Openbook's Reward rating combines a stock's growth, momentum, profitability and valuation into a single 0–100 score, and the Risk rating scores financial strength, volatility and size. Use them to compare names within this theme — broadly, a higher Reward alongside a lower Risk is more attractive. They are quantitative research signals, not investment advice.

Openbook Reward and Risk ratings and factor scores are quantitative signals for research, not investment advice. Data may be delayed. Some US-listed names carry partial factor coverage.