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15 handpicked stocks

Aftermath: Philadelphia Reconstruction

Following a catastrophic explosion in Philadelphia that destroyed multiple homes, these carefully selected stocks represent companies positioned to benefit from urgent rebuilding efforts. Our team of analysts has identified businesses across construction, materials, and infrastructure that may see increased demand during this recovery period.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at June 30

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

PHM

PulteGroup, Inc.

PHM

Current price

$128.69

As a major U.S. homebuilder, PulteGroup would be a primary candidate for constructing the new homes required to replace the destroyed properties.

PWR

Quanta Services, Inc.

PWR

Current price

$380.81

Quanta Services specializes in utility infrastructure solutions; its expertise is critical for assessing and repairing the gas and electric lines impl...

Quanta Services specializes in utility infrastructure solutions; its expertise is critical for assessing and repairing the gas and electric lines implicated in the explosion.

BLDR

Builders FirstSource, Inc.

BLDR

Current price

$136.88

Provides essential structural building products and materials that are fundamental for the complete reconstruction of the leveled row houses.

About This Group of Stocks

1

Our Expert Thinking

This collection focuses on companies that could directly benefit from the essential reconstruction after Philadelphia's home explosion disaster. We've targeted businesses involved in the entire rebuilding process—from initial site work and utility assessment to complete residential construction and safety compliance. These stocks represent a tactical response to a localized but significant urban disaster.

2

What You Need to Know

This investment opportunity is event-driven and geographically concentrated, focusing on the non-discretionary spending required after a disaster. The companies span homebuilders, material suppliers, infrastructure specialists, and safety equipment providers. While the immediate catalyst is the Philadelphia explosion, many of these businesses could benefit from broader infrastructure modernization trends.

3

Why These Stocks

Each company was selected for its specific role in disaster recovery and rebuilding. From PulteGroup's homebuilding expertise to Quanta Services' utility infrastructure solutions and MSA Safety's gas detection equipment, these companies provide essential products or services that will be in demand throughout the reconstruction process.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+3.97%

Group Performance Snapshot

3.97%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 3.97% over the next year.

12 of 14

Stocks Rated Buy by Analysts

12 of 14 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🏗️

Urgent Rebuilding Demand

This disaster has created an immediate, non-negotiable need for reconstruction. These companies are first in line to benefit from the concentrated spending on rebuilding homes and infrastructure in Philadelphia.

🔍

Safety Concerns Drive Spending

Following this incident, there will likely be increased attention on infrastructure safety. Companies that provide safety equipment, monitoring systems, and inspection services could see growing demand beyond just this single event.

📈

Broader Modernization Opportunity

This localized disaster highlights aging urban infrastructure nationwide. These companies aren't just positioned for Philadelphia's recovery, but potentially for a wider push to modernize utility systems in other aging cities.

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