Caterpillar Inc.

Artificial intelligence requires large-scale construction of energy infrastructure for data processing centers. Equipment manufacturers are already capitalizing on this.

Caterpillar: how to stand in the shadow of the AI revolution and make money

Fastenal Company

Old Dominion Freight Line, Inc.

Jacobs Solutions Inc.

The industrial sector, thanks to the AI boom and increased demand for infrastructure, has been one of the top gainers in the S&amp;P 500 Index this year, with stocks up 15%, just slightly behind the IT sector. Against this backdrop, Barron's <a href="https://www.barrons.com/articles/industrials-barrons-stocks-price-4265ce01?mod=hp_LEDE_C_1_B_5">selected</a> six stocks from the transportation, logistics, engineering and manufacturing sectors that have received one or more analyst upgrades over the past month. The publication recognizes that not all of them have performed well and not all are popular on Wall Street, but there may be "hidden gems" among them for investors willing to do some additional analysis.

"Hidden gems": six industrial stocks that Wall Street advises

National Atomic Company Kazatomprom JSC

The global uranium industry in 2025 is showing signs of recovery after a protracted crisis of nearly a year and a half. The spot price of uranium <a href="https://tradingeconomics.com/commodity/uranium">has risen</a> 20% from its March lows, and is now around $75 per pound.&nbsp;

#Industry: 3

Caterpillar: how to stand in the shadow of the AI revolution and make money

"Hidden gems": six industrial stocks that Wall Street advises

Making money on uranium: what investors need to consider when buying Kazatomprom shares