Group
Fiscal Spend
34 themes337 tickers
10D rank10D#98of 172 groups/172
The U.S. government spends a lot of money but how it get spent changes often. Our Fiscal Spend group dives into the real-world impact of public funds on infrastructure, energy, defense, and tech. Discover where policy may be driving demand across these vital sectors.
Aggregate Materials-6.61%2.9%
Critical Materials+21.50%2.9%
Industrial Manufacturing+15.56%2.9%
Infra Construction+27.14%2.9%
Infra E&D-27.09%2.9%
Jet Makers-4.26%2.9%
Power Producer-5.96%2.9%
Renewables+13.59%2.9%
Timber+1.27%2.9%
Trad Energy Gen+24.66%2.9%
Wire and Cable+79.42%2.9%
AI Action Plan+27.28%2.9%
Big Beautiful Bill Winners+44.68%2.9%
Biofuels & Grains+54.10%2.9%
Data Centers+12.66%2.9%
Electrification Hardware & Services+46.72%2.9%
Food Safety & Quality Producers-23.58%2.9%
Grid Modernization & Infra+24.82%2.9%
HVAC+13.21%2.9%
Police Re-funding-39.89%2.9%
Reshoring Metals & Alloys+40.07%2.9%
Resource Nationalism+32.01%2.9%
Uranium-8.22%2.9%
US Defense Modernization & Shipbuilding-17.96%2.9%
Citizen Surveillance-17.53%2.9%
Critical Infra Defense-10.59%2.9%
Domestic Magnet Supply Chain-6.97%2.9%
Housing Affordability-15.25%2.9%
Medicaid & Dem-Favored Healthcare+16.60%2.9%
New Dietary Guidelines-10.46%2.9%
Saudi Defense Suppliers-1.12%2.9%
Tariff Unwind+22.75%2.9%
U.S. Chip Manufacturing+163.79%2.9%
Venezuelan Oil & Oilfield Services+48.17%2.9%
As of Oct 9, 2026, 4:20 AM ET
Themes in this group
| Fiscal Spend '25: Police Re-fundingPolice Re-funding | 14 | $9.25B | $129.53B | -0.11% | +5.11% | -3.12% | +1.14% | -25.90% | -39.89% | -30.26% | +17.01% | -17.24% | -11.23% | -23.16% | -29.75% | -1.25% | -10.12% |
| Fiscal Spend '26: Medicaid & Dem-Favored HealthcareMedicaid & Dem-Favored Healthcare | 6 | $83.78B | $502.67B | +0.75% | +4.84% | -3.18% | +5.09% | +27.24% | +16.60% | +5.25% | +44.37% | -0.64% | -1.64% | +32.11% | +14.94% | -1.11% | -11.14% |
| Fiscal Spend '24: Infra ConstructionInfra Construction | 15 | $12.86B | $192.95B | -1.50% | +4.74% | -0.77% | +3.39% | +28.39% | +27.14% | +124.75% | +439.93% | -8.46% | -12.31% | -2.34% | +138.18% | +9.45% | -2.75% |
| Fiscal Spend '24: Power ProducerPower Producer | 5 | $27.91B | $139.56B | -2.14% | +4.33% | -3.94% | +4.46% | +0.15% | -5.96% | +39.40% | +282.28% | -1.49% | -6.87% | -10.48% | +43.28% | -2.30% | +2.75% |
| Fiscal Spend '24: Wire and CableWire and Cable | 12 | $21.26B | $255.15B | -1.78% | +3.92% | +5.49% | +1.74% | +66.63% | +79.42% | +225.76% | +812.53% | +1.31% | +6.74% | +26.77% | +219.18% | +2.09% | +7.90% |
| Fiscal Spend '26: Tariff UnwindTariff Unwind | 17 | $14.79B | $251.49B | +0.51% | +3.26% | +0.34% | +1.02% | +5.74% | +22.75% | +18.23% | +47.33% | -3.66% | +7.69% | +2.38% | +39.14% | -2.21% | -4.12% |
| Fiscal Spend '24: RenewablesRenewables | 10 | $43.25B | $432.46B | -1.12% | +2.35% | -4.67% | +2.14% | +16.39% | +13.59% | +126.47% | +187.03% | -6.84% | -9.19% | +2.31% | +116.39% | -5.52% | +8.52% |
| Fiscal Spend '26: Venezuelan Oil & Oilfield ServicesVenezuelan Oil & Oilfield Services | 15 | $93.06B | $1.40T | +2.03% | +2.24% | -3.22% | +3.55% | +43.91% | +48.17% | +59.91% | +191.74% | +2.72% | +5.10% | +13.36% | +56.80% | +2.38% | +13.25% |
| Fiscal Spend '25: Reshoring Metals & AlloysReshoring Metals & Alloys | 9 | $17.67B | $158.99B | +0.13% | +2.17% | -8.60% | +2.32% | +20.34% | +40.07% | +64.62% | +272.49% | -9.58% | -8.72% | +10.52% | +84.38% | +4.54% | -8.19% |
| Fiscal Spend '25: Grid Modernization & InfraGrid Modernization & Infra | 19 | $71.17B | $1.35T | -1.08% | +1.09% | -2.11% | +0.11% | +27.85% | +24.82% | +92.89% | +333.29% | -5.31% | -0.65% | +5.72% | +103.23% | +1.29% | -3.16% |
| Fiscal Spend '26: New Dietary GuidelinesNew Dietary Guidelines | 15 | $11.37B | $170.59B | +0.74% | +0.39% | -5.35% | +3.27% | -9.19% | -10.46% | +1.38% | +70.19% | -8.37% | -4.30% | -13.33% | -4.51% | -1.37% | -4.84% |
| Fiscal Spend '26: U.S. Chip ManufacturingU.S. Chip Manufacturing | 16 | $450.34B | $7.21T | -2.99% | +0.38% | +5.57% | -3.14% | +134.87% | +163.79% | +297.61% | +388.82% | +10.20% | +2.20% | +70.20% | +339.19% | -5.55% | +16.55% |
| Fiscal Spend '25: Big Beautiful Bill WinnersBig Beautiful Bill Winners | 17 | $18.95B | $322.15B | -1.30% | +0.30% | -5.87% | -1.08% | +23.99% | +44.68% | +120.22% | +469.69% | -6.83% | -8.15% | +6.25% | +94.26% | +3.78% | -1.91% |
| Fiscal Spend '24: Aggregate MaterialsAggregate Materials | 16 | $12.25B | $195.93B | +0.58% | -0.41% | -9.46% | +0.23% | -8.73% | -6.61% | +14.68% | +93.55% | -15.08% | -14.70% | -17.51% | +10.14% | -5.30% | -12.61% |
| Fiscal Spend '24: Critical MaterialsCritical Materials | 7 | $11.86B | $82.99B | -0.45% | -0.46% | -10.95% | -1.51% | +11.48% | +21.50% | +108.10% | +91.93% | -10.08% | -12.33% | -9.52% | +106.11% | -4.68% | -7.78% |
| Fiscal Spend '25: HVACHVAC | 10 | $44.49B | $444.94B | -1.00% | -0.47% | -3.13% | +0.26% | +20.20% | +13.21% | +46.71% | +343.63% | -6.59% | -12.10% | -8.39% | +64.88% | -4.22% | +1.41% |
| Fiscal Spend '25: Electrification Hardware & ServicesElectrification Hardware & Services | 8 | $26.74B | $213.88B | -3.05% | -0.80% | -6.68% | -2.05% | +35.62% | +46.72% | +148.85% | +480.12% | -14.25% | -14.08% | +1.76% | +175.67% | +7.73% | +1.47% |
| Fiscal Spend '24: Industrial ManufacturingIndustrial Manufacturing | 12 | $87.41B | $1.05T | -1.08% | -1.37% | -2.76% | -1.02% | +22.67% | +15.56% | +60.45% | +105.19% | -3.43% | -0.38% | +13.44% | +68.65% | -4.49% | +7.09% |
| Fiscal Spend '25: AI Action PlanAI Action Plan | 16 | $7.94B | $126.98B | -2.32% | -1.51% | -5.65% | -1.17% | +24.08% | +27.28% | +105.46% | +459.49% | -8.66% | -10.47% | +3.10% | +105.63% | +4.54% | -3.23% |
| Fiscal Spend '26: Citizen SurveillanceCitizen Surveillance | 14 | $276.68B | $3.87T | -0.44% | -1.75% | -9.08% | +0.41% | -10.55% | -17.53% | +108.89% | +77.23% | -18.26% | -9.25% | -7.98% | +34.57% | +17.07% | -1.91% |
| Fiscal Spend '24: Infra E&DInfra E&D | 14 | $7.42B | $103.89B | +0.93% | -1.90% | -7.03% | -0.84% | -16.46% | -27.09% | -18.69% | +22.11% | -8.83% | +0.77% | -15.28% | -11.44% | -0.94% | -4.91% |
| Fiscal Spend '25: Biofuels & GrainsBiofuels & Grains | 6 | $13.70B | $82.20B | +0.20% | -1.94% | -9.02% | +0.34% | +42.25% | +54.10% | +61.83% | +61.99% | -3.35% | -4.64% | +10.92% | +125.47% | -3.46% | +3.46% |
| Fiscal Spend '24: Trad Energy GenTrad Energy Gen | 3 | $119.31B | $357.92B | -0.94% | -2.20% | -8.24% | -2.33% | +12.81% | +24.66% | +177.53% | +552.96% | -13.73% | -2.67% | -8.45% | +107.51% | +3.97% | -11.38% |
| Fiscal Spend '25: Resource NationalismResource Nationalism | 13 | $37.61B | $488.90B | -0.88% | -2.32% | -13.88% | +0.30% | +15.69% | +32.01% | +128.89% | +203.18% | -9.55% | -5.57% | -12.74% | +136.72% | 0.00% | +5.21% |
| Fiscal Spend '25: Data CentersData Centers | 13 | $53.73B | $698.43B | -3.35% | -2.38% | -13.02% | -3.54% | +0.19% | +12.66% | +132.18% | +356.58% | -14.13% | -22.23% | -13.33% | +107.07% | +4.64% | -8.13% |
| Fiscal Spend '26: Critical Infra DefenseCritical Infra Defense | 14 | $53.67B | $751.36B | -1.03% | -2.67% | -6.34% | -3.13% | +1.75% | -10.59% | +88.43% | +386.44% | -13.05% | -9.01% | -12.22% | +53.63% | +7.72% | -3.10% |
| Fiscal Spend '25: Food Safety & Quality ProducersFood Safety & Quality Producers | 12 | $6.48B | $77.77B | +0.17% | -3.18% | -3.51% | -0.18% | -14.74% | -23.58% | -19.53% | +16.17% | -6.95% | -2.83% | -11.96% | -26.06% | +2.74% | +2.12% |
| Fiscal Spend '25: UraniumUranium | 8 | $8.84B | $70.74B | -3.79% | -3.27% | -17.87% | -0.54% | -2.22% | -8.22% | +50.40% | +193.59% | -12.24% | -1.16% | -24.11% | +98.17% | -0.58% | -5.19% |
| Fiscal Spend '26: Housing AffordabilityHousing Affordability | 9 | $150.35B | $1.35T | +0.71% | -3.41% | -5.61% | +0.74% | -20.23% | -15.25% | -16.01% | +39.61% | -8.80% | -5.72% | -20.80% | -11.38% | +1.13% | -1.97% |
| Fiscal Spend '26: Saudi Defense SuppliersSaudi Defense Suppliers | 12 | $69.91B | $769.04B | +0.01% | -4.21% | -6.91% | -3.35% | +9.15% | -1.12% | +58.27% | +290.61% | -17.68% | -6.14% | -9.55% | +38.03% | +5.83% | -12.22% |
| Fiscal Spend '24: Jet MakersJet Makers | 8 | $64.29B | $514.32B | -0.20% | -4.30% | -7.06% | -2.54% | -3.43% | -4.26% | +69.47% | +202.22% | -15.14% | -4.13% | -12.59% | +25.64% | -0.48% | -11.11% |
| Fiscal Spend '25: US Defense Modernization & ShipbuildingUS Defense Modernization & Shipbuilding | 9 | $8.27B | $74.45B | -1.63% | -4.97% | -8.09% | -3.51% | -7.92% | -17.96% | +125.67% | +209.46% | -19.11% | -12.52% | -17.42% | +96.45% | +2.48% | -16.70% |
| Fiscal Spend '24: TimberTimber | 7 | $4.41B | $30.89B | +1.39% | -5.50% | -5.13% | +0.99% | +6.47% | +1.27% | -28.41% | -13.96% | -11.30% | +1.03% | -3.53% | -16.61% | +1.36% | -13.44% |
| Fiscal Spend '26: Domestic Magnet Supply ChainDomestic Magnet Supply Chain | 14 | $7.74B | $100.57B | -3.50% | -7.74% | -19.69% | -4.81% | +13.78% | -6.97% | +231.72% | +147.00% | -24.44% | -21.02% | -24.91% | +224.22% | -2.60% | -8.36% |
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