Companies positioned to benefit from Florida's new state-run detention facility in the Everglades. These carefully selected stocks represent firms that provide essential construction, security, and operational services for large-scale government facilities in challenging environments.
Published on June 30
State-driven infrastructure projects like "Alligator Alcatraz" create reliable revenue streams less affected by economic cycles. These specialized projects can generate steady growth for the right companies.
State budget allocations for border security infrastructure represent new, dedicated funding sources for these companies. Many investors haven't yet recognized this emerging trend in state-level spending.
Many of these specialized infrastructure companies aren't household names but perform essential services for high-profile projects. Their niche expertise could drive unexpected growth as similar projects expand to other states.
Florida's new detention facility highlights a growing trend of states developing their own border security infrastructure. This creates unique investment opportunities in companies that can build, equip, and operate remote, secure facilities - forming a specialized market niche driven by state policy rather than traditional economic cycles.
These stocks span various sectors including modular construction, equipment rental, power generation, and facility management. They're united by their ability to deliver specialized services for challenging projects like the "Alligator Alcatraz" detention center in Florida's Everglades - representing a non-cyclical revenue stream backed by state budgets.
Each company was selected based on its specific capabilities in building or operating secure facilities in remote environments. From modular building manufacturers to heavy equipment providers and detention facility operators, these firms offer direct exposure to the infrastructure needs of state-driven border security projects.
This basket's total market capitalisation is 186,491.284 and is concentrated among a few large-cap holdings. That large-cap anchoring tends to provide greater stability and lower volatility than small-cap-heavy baskets.
WSC: $4.05B
GEO: $2.47B
GNRC: $11.30B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
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Here are a few of the assets in this group. Create an account to unlock the full list.
WILLSCOT HOLDINGS CORPORATION
WSC
Current Price
$22.64
As a leading provider of modular offices and portable storage solutions, the company is well-positioned to supply the temporary and permanent structur...
As a leading provider of modular offices and portable storage solutions, the company is well-positioned to supply the temporary and permanent structures needed for a remote facility like the one in Florida.
GEO GROUP INC(THE)
GEO
Current Price
$30.39
As a major operator of private prisons and immigration detention centers, The GEO Group is a primary candidate to manage and operate new state-funded ...
As a major operator of private prisons and immigration detention centers, The GEO Group is a primary candidate to manage and operate new state-funded facilities.
GENERAC HLDGS INC
GNRC
Current Price
$211.65
The facility's remote location requires independent power sources, making Generac's industrial generators and power equipment essential for constructi...
The facility's remote location requires independent power sources, making Generac's industrial generators and power equipment essential for construction and ongoing operations.
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On average, analysts expect assets in this group to grow 5.76% over the next year.
15 of 15 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+5.76%
