Basket cover image
15 handpicked stocks

Public Infrastructure Builders

These foundational companies build and maintain the essential infrastructure that powers our economies. Their appeal comes from securing long-term government contracts that provide reliable growth and shield them from typical market volatility.

stock
stock
stock
stock
stock
stock
stock
stock
stock
stock

+5

Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at June 17

Top Picks from This Group

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

VMC

Vulcan Materials Company

VMC

Current price

$291.62

A leading producer of construction aggregates like crushed stone and sand, which are the fundamental materials for public works.

STRL

STERLING INFRASTRUCTURE INC

STRL

Current price

$275.35

A specialized construction firm focused on transportation, e-infrastructure, and building solutions for highways, bridges, and data centers.

PWR

Quanta Services, Inc.

PWR

Current price

$380.81

Provides critical infrastructure solutions for the electric power and communications industries, directly supporting grid modernization and connectivi...

Provides critical infrastructure solutions for the electric power and communications industries, directly supporting grid modernization and connectivity.

About This Group of Stocks

1

Our Expert Thinking

Infrastructure is the backbone of economic development and national security. These companies deliver critical projects like roads, bridges, and power grids through multi-year government contracts, creating predictable revenue streams less vulnerable to economic cycles.

2

What You Need to Know

Infrastructure stocks tend to perform with greater stability over time, fueled by essential public spending that continues regardless of economic conditions. Recent trillion-dollar government initiatives have created a powerful tailwind that should benefit these companies for years to come.

3

Why These Stocks

Each company was selected for its proven track record of winning and executing major government contracts. These industry leaders have the scale, expertise, and capabilities to handle complex public works projects, positioning them to capitalize on the global infrastructure renewal trend.

Group Performance Snapshot

13 of 14

Stocks Rated Buy by Analysts

13 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

🏗️

Building the Future

Infrastructure spending is at a historic high with trillion-dollar bills pumping money directly into these companies' core businesses. This isn't a short trend - it's a decades-long opportunity.

💰

Recession-Resistant Revenue

While other sectors might struggle during economic downturns, these companies often continue to thrive on government contracts that remain funded regardless of market conditions.

🔄

The Endless Renewal Cycle

Infrastructure isn't built once - it requires constant maintenance and eventual replacement. These companies benefit from both new construction and the never-ending need for updates to aging systems.

Why Invest with Nemo Money?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

Uncle Sam's Semiconductor Stake

Uncle Sam's Semiconductor Stake

The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.

View stocks
The Cybersecurity Consolidation Wave

The Cybersecurity Consolidation Wave

Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing demand for AI-powered security solutions, creating potential opportunities for other specialized cybersecurity firms to benefit from increased investment and M&A activity.

View stocks
American Chipmakers: A Tariff-Driven Shift

American Chipmakers: A Tariff-Driven Shift

President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.

View stocks
View All

Frequently Asked Questions

Everything you need to know about the product and billing.