Alpha Generating Ideas

Coverage List

Heavy Materials and Infrastructure


CRH CRH

EXP Eagle Materials

GVA Granite Construction

KNF Knife River

MLM Martin Marietta Materials

ROAD Construction Partners

VMC Vulcan Materials


Equipment and Services


ALTG Alta Equipment Group
(Issuer Paid Research)

APG APi Group

HEES H&E Equipment Services

HRI Herc Holdings

MGRC McGrath RentCorp

TIC Acuren Corporation

UHAL U-Haul Holding Company

URI United Rentals

WSC Willscot Holdings

 

Building Products


AMWD American Woodmark

AWI Armstrong World Industries

AZEK The AZEK Company

FBIN Fortune Brands Innovations

HNI HNI Corp.

JELD JELD-WEN

LPX Louisiana-Pacific

MAS Masco

MHK Mohawk Industries

NX Quanex
(Issuer Paid Research)

OC Owens Corning

SCS Steelcase

TILE Interface

TREX Trex

WOR Worthington Enterprises


Distribution


BECN Beacon Roofing Supply

BLDR Builders FirstSource

CNM Core & Main

FERG Ferguson

GMS GMS Inc.