Trump’s latest idea of an $1trn infrastructure plan to revive economic growth could lift sentiment in the entire sector related to construction. We recommend investors to consider exposure to this segment of the equity market. The lists below are not exclusive but a snippet of the largest names with exposure to the infrastructure plan.
Building Products: Johnson Controls, Carrier Global, Masco, Lennox International, Fortune Brands, Smith, Trex, Owens Corning, Azek, Armstrong World, Simpson Manufacturing, Advanced Drainage Systems
Construction & Engineering: Jacobs Engineering, AECOM, Quanta Services, Emcor Group, MasTec, Valmont Industries
Machinery: Caterpillar, Illinois Tool Works, Deere, PACCAR, Otis Worldwide, Cummins, Fortive, Stanley Black & Decker, Dover, Ingersoll Rand, Xylem, IDEX