$650B to rebuild the country’s infrastructure, such as its roads, bridges, highways and ports
U.S. Stocks:
ROAD (Construction partners) - engineering and construction industry - engages in the construction and maintenance of highways, roads, bridges, airports, and commercial and residential developments. across Alabama, Florida, Georgia, North Carolina, and South Carolina.
VMC (Vulcan materials),
NUE (Nucor) - sells steel and steel products
CLF (Cleveland cliffs) - steel industry - Iron ore mining company based in the US - three ore mines - one in Michigan, and two in Minnesota,
CMCO - (Columbus Mckinnon corp) - trucks/construction/farm machinery industry -
ETFs:
PAVE - US Infrastructure ETF - no utility companies
IFRA - US Infrastructure ETF with 20 electric utility companies and four water companies.
$400B toward home care for the elderly and the disabled - A few senior living facilities were hit with COVID and unfortunately took the lives of many of these elderly. I'm not too sure on the outlook of senior living in the short term due to COVID. I'm sure families are hesitant about putting their elderly ones in assisted living facilities in the short term.
Stocks:
CSU (Capital senior living)
WELL (Welltower inc)
VTR (Ventas inc)
BKD (Brookdale senior living)
FVE (Five star senior living)
CTRE (CareTrust REIT) - 72% skill nursing facilities, 18% assisted and independent living facilities, 9% campuses (SNF + ALF)
$300B for housing infrastructure
Stocks:
DHI (D.R. Horton) - largest US homebuilder (58,434 closings in 2019)
LEN (Lennar corp) - 2nd largest homebuilder (51,491 closing in 2019)
PHM (Pulte group) - 3rd largest homebuilder (23,232 closings in 2019)
NVR (NVR inc) - 4th (19,668 closings in 2019)
KBH (KB home) - 5th (11,871 closings in 2019)
$300B to revive U.S. manufacturing
ETFS: XLI, BOTZ
CPSH (CPS technologies) - provide materials for transportation, automotive, energy, computing/internet, telecommunication, aerospace, defense, and oil and gas markets
ABB - (ABB) - Swedish company that provides robotics and automation technologies in manufacturing industry
ROK (Rockwell automation) - provider of industrial automation
FANUY (Fanuc) - Japanese automation company
$180B to research and development
$100s of billions of dollars to bolster the
Nation’s electric grid (stocks listed under clean energy),
High-speed broadband, and
ARKX
T, CMCSA, VZ, TMUS
IRDM (Iridium communications) - 66 active satellites used for worldwide voice and data communication from hand-held satellite phones and other transceiver units.
VSAT (ViaSat) - 4 satellites providing of high-speed satellite broadband services and secure networking systems covering military and commercial markets
Water systems to ensure clean drinking water
ETFS: FIW, PHO
AWT (American water works) - public utility company
PNR (Pentair) - water treatment company based in UK, main office in US in Minnesota
WMS (Advanced drainage systems) - provider of draining products
$100B towards workforce development and job retraining
$400B in clean-energy credits
Electric Vehicles: TSLA, NIO, XPEV, LI, Luc1d, GM, F, all other legacy autos EVs
Chargers: BEEM, PLUG, CHPT, BLNK
Solar: SEDG, ENPH, FSLR, SPWR, NEE
Cell producers: PLUG and more stocks I can't list, check the spreadsheet below
Energy storage: stocks I can't list here sorry check the spreadsheet below
Natural resources: MP, UUUU
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