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Market Update

The Winners of the New Definition of Infrastructure

Depending on which broader infrastructure projects take shape, numerous companies could see increased demand.

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Of the myriad programs and projects included in the $2 trillion-plus American Jobs Plan proposal, traditional infrastructure projects like roads and transportation are only expected to account for about a third of the bill’s total cost. (We explored forecasts on those companies in this article.) The remainder is allocated for projects that have not historically been funded by the federal government or considered infrastructure, such as elder care and green initiatives.

This part of the proposed legislation is in the very early stages and has a lot of vague language that will likely go through multiple iterations before there is enough detail to determine which companies may benefit from new government spending. But because of the lack of precedent on funding for these programs, their inclusion in the bill will likely face stiff Republican pushback. We unpacked the plan in-depth in this article

David Sekera does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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