“Margins were near our expectations and up considerably from 4Q (suggesting AAON is managing today's supply/inflation challenges more effectively); while the bigger story is massive growth and order activity fueling a significant build in backlog. (See Varonis stock forecast on TipRanks) Aaon, Inc. (AAON) For the second stock on our list, we’ll move over to HVAC. Aaon designs, produces, and markets a range of equipment for indoor climate control and ventilation, including air handlers, chillers, condensers, heat pumps, and control units.