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.