Every tech company.  The Canadian banks. Big energy.

Businesses that are well run, manage costs and have some pricing power.

Our infatuation with cars and planes is based on success from 1930 to 175 when productivity gains allowed us to overpay labor.  That game is over, engineering and cost management win the day now in high labor countries. Look at BMW, Mercedes and Porsche, they are price makers and not government handout takers.