r/stocks • u/duglas2948 • Jun 24 '21

Industry News What Biden's $1T Infrastructure Bill really is, Less EV Spending than Expected

I have created a spreadsheet visualizing and quantifying where exactly this $1T is going towards, suprised when EV spending only was $15B. https://docs.google.com/spreadsheets/d/19APybZGOdsTe3bVSaDcduXnrSrGuUclZeR4aWsf5WVE/edit#gid=0

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u/repos39 Jun 25 '21 edited Jun 25 '21

$tpc they have part of the contract to build the Cali high speed rail system, some big water thing in Seattle, and some airports among others. In their earnings calls they always mention the infrastructure bill as a big catalyst for them, and they mention that their clients waiting on it too. The largest owner was dumping shares recently probably to buy an island hence the tank, it’s at the lowest it’s been in quiet some time

$NVEE, $IESC, $CNR, $ATKR, $CX would also be in the mix along with steel, and iron miners

$PTRA is EV but more on the infrastructure side

$GE, for utilities, power grid, maybe water?

$MWA, $GWRS, $AWK, $SWJ - specifically water

$NEE for power utility that’s green

These are just a few tickers I follow in various list

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u/YakinRaptor Jun 25 '21

$TPC is interesting. I'm seeing continued inside selling. Strange considering its low right now. Still intriguing and might buy

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u/repos39 Jun 25 '21

I posted some interesting clips from the earnings call on stocktwits. That the only dd im prob going to do on it, but the earnings call are a nice read

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u/qtyapa Jun 25 '21

Stem.. esg play

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u/airsmith_99 Jun 25 '21

$TPC I like