Topics covered: Technology to Drive Efficiency, Machinery Rental Trends, Infrastructure Spending, Infrastructure Funds, Infrastructure Build in Emerging Markets, Increased Rental Demand, Energy Infrastructure Companies, Construction Equipment Replacement Trends
Companies covered: Vulcan Materials Company (NYSE:VMC), United Rentals, Inc. (NYSE:URI), Martin Marietta Materials, Inc. (NYSE:MLM), Actuant Corporation (NYSE:ATU), Enbridge Energy, L.P. (NYSE:EEP), Wabco Holdings Inc. (NYSE:WBC), Manitowoc Company, Inc. (The) (NYSE:MTW), AAON, Inc. (NASDAQ:AAON)
