Group

Fiscal Spend

30 themes296 tickers
10D rank#107of 129 groups

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.

Themes in this group

Build 20260710T074722

Fiscal Spend '24: Jet Makers8$71.60B$572.78B-0.72%-0.62%+6.25%+2.33%+3.99%+11.82%+79.95%+51.76%-7.05%+35.19%+5.00%+3.01%
Fiscal Spend '25: Biofuels & Grains6$13.75B$82.48B+0.18%-1.26%+5.35%+4.30%+48.65%+79.76%+66.57%+46.87%+15.90%+135.62%+0.32%-4.06%
Fiscal Spend '26: Saudi Defense Suppliers12$69.15B$760.69B-0.20%-2.09%+3.97%+2.04%+15.30%+13.43%+89.85%+37.39%-4.47%+45.80%-3.71%+0.42%
Fiscal Spend '26: Medicaid & Dem-Favored Healthcare6$96.62B$579.74B+0.71%+0.23%+2.99%+0.90%+38.23%+51.36%+29.24%-0.78%+43.52%+24.88%+10.09%+21.68%
Fiscal Spend '26: Citizen Surveillance14$261.63B$3.66T-0.18%+0.56%+2.81%-2.02%+0.58%+9.10%+157.56%+91.57%+3.47%+51.31%+2.78%-4.49%
Fiscal Spend '25: Uranium8$9.69B$77.49B+1.39%+2.50%+2.60%+2.40%+5.02%+25.69%+63.45%+303.11%-18.49%+112.85%+2.82%-16.00%
Fiscal Spend '26: Venezuelan Oil & Oilfield Services15$121.69B$1.83T-0.32%-0.67%+2.43%+3.56%+26.37%+32.87%+38.58%+44.70%-2.04%+34.89%-0.48%-8.79%
Fiscal Spend '26: New Dietary Guidelines15$12.12B$181.84B+0.23%+0.24%+1.73%+1.39%-0.60%-5.33%+31.34%+10.26%-5.16%+4.53%+0.24%-4.70%
Fiscal Spend '24: Infra E&D14$7.26B$101.69B+0.20%-0.77%+1.43%+2.36%-16.24%-24.16%-8.73%+18.72%-15.05%-11.19%-5.34%-7.08%
Fiscal Spend '25: Police Re-funding12$12.59B$151.07B-0.03%+0.34%+0.23%+0.98%-3.28%-13.36%-27.10%+96.99%-3.11%-18.02%-0.84%+16.79%
Fiscal Spend '24: Trad Energy Gen3$82.42B$247.26B-1.12%+2.20%+0.01%-2.94%+28.28%+73.20%+292.44%+326.65%+4.08%+135.96%+2.60%-11.95%
Fiscal Spend '26: Tariff Unwind17$16.74B$284.52B-0.04%+1.61%-0.12%-0.80%-0.22%+21.21%+21.27%-24.56%-3.40%+31.31%+6.75%+11.31%
Fiscal Spend '25: Resource Nationalism13$27.80B$361.34B-0.02%+1.08%-1.18%-1.84%+17.42%+80.49%+134.18%+116.37%-11.44%+140.24%-4.67%-3.70%
Fiscal Spend '24: Renewables10$46.65B$466.50B+0.50%+1.17%-1.92%-2.16%+35.54%+80.96%+148.56%+416.24%+19.15%+152.03%+14.50%-5.95%
Fiscal Spend '24: Critical Materials7$6.09B$42.63B+0.08%+1.81%-2.20%-4.33%+20.49%+84.63%+116.74%+47.97%-2.21%+122.77%+4.40%-21.81%
Fiscal Spend '25: US Defense Modernization & Shipbuilding9$8.92B$80.26B+0.03%+0.15%-2.28%-4.85%-0.23%+39.29%+182.47%+75.77%-10.52%+112.84%-1.46%-8.29%
Fiscal Spend '24: Aggregate Materials16$14.99B$239.79B+1.29%+0.56%-2.81%-4.28%+9.30%+21.61%+49.26%+65.88%-1.21%+31.90%+1.77%-4.31%
Fiscal Spend '26: Housing Affordability9$153.25B$1.38T+0.20%+2.26%-2.88%-2.77%-12.09%+1.27%+8.02%+62.70%-12.72%-2.35%-3.38%+8.41%
Fiscal Spend '25: Reshoring Metals & Alloys9$17.97B$161.76B+0.65%-0.53%-3.46%+0.80%+18.28%+52.36%+57.38%+158.23%+8.62%+81.22%+2.27%+8.35%
Fiscal Spend '25: Grid Modernization & Infra19$76.94B$1.46T+0.44%+1.64%-3.47%-2.05%+36.68%+57.37%+127.13%+170.25%+13.01%+117.27%+6.61%-2.12%
Fiscal Spend '24: Power Producer5$30.10B$150.52B+0.32%+0.82%-4.30%+1.16%+12.19%+17.07%+93.97%+153.28%+0.27%+60.51%-4.96%+1.79%
Fiscal Spend '24: Timber7$4.82B$33.74B-0.07%+1.03%-4.91%-3.22%+7.18%-12.34%-9.03%-16.70%-2.89%-16.05%+0.09%-2.12%
Fiscal Spend '25: HVAC10$48.93B$489.31B+0.76%+1.78%-5.03%-2.92%+39.50%+50.63%+102.88%+232.99%+6.32%+91.35%+0.96%-1.93%
Fiscal Spend '24: Industrial Manufacturing12$88.40B$1.06T+0.44%+1.17%-6.04%-4.79%+26.75%+33.55%+72.16%+120.70%+17.20%+74.26%+17.35%+16.51%
Fiscal Spend '25: AI Action Plan16$8.18B$130.95B+0.69%+1.72%-7.50%-4.77%+37.64%+79.72%+177.64%+478.64%+14.36%+128.08%+1.74%+1.10%
Fiscal Spend '25: Big Beautiful Bill Winners17$19.89B$338.08B+0.45%-0.27%-8.00%-5.26%+33.87%+71.56%+171.72%+260.61%+14.71%+109.72%+3.98%-5.21%
Fiscal Spend '25: Data Centers13$49.31B$641.08B+0.09%+0.71%-8.88%-6.19%+23.74%+94.78%+233.96%+84.37%+7.04%+155.74%+7.33%-0.38%
Fiscal Spend '24: Wire and Cable12$21.64B$259.63B+0.40%+1.41%-9.38%-7.88%+47.99%+104.53%+231.09%+558.03%+12.56%+183.62%+0.22%-17.40%
Fiscal Spend '25: Electrification Hardware & Services8$26.02B$208.14B-0.38%+1.70%-10.05%-9.73%+57.48%+148.48%+219.39%+213.07%+18.15%+220.10%+0.77%-4.14%
Fiscal Spend '24: Infra Construction15$14.75B$221.26B-0.45%-0.25%-11.81%-7.00%+48.82%+82.50%+212.74%+273.28%+13.20%+176.07%+16.35%-9.75%

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