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Fiscal Spend

32 themes · 259 tickers

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.

Chart (~1Y)

Themes in this group

Data as of · build 20260331T211629

ThemeTickers
Fiscal Spend '24: Aggregate Materials4
Fiscal Spend '24: Critical Materials7
Fiscal Spend '24: Industrial Manufacturing12
Fiscal Spend '24: Infra Construction10
Fiscal Spend '24: Infra E&D8
Fiscal Spend '24: Jet Makers8
Fiscal Spend '24: Nuclear6
Fiscal Spend '24: Power Producer5
Fiscal Spend '24: Renewables10
Fiscal Spend '24: Timber7
Fiscal Spend '24: Trad Energy Gen3
Fiscal Spend '24: Wire and Cable3
Fiscal Spend '25: AI Action Plan16
Fiscal Spend '25: Big Beautiful Bill Winners17
Fiscal Spend '25: Biofuels & Grains6
Fiscal Spend '25: Data Centers12
Fiscal Spend '25: Electrification Hardware & Services8
Fiscal Spend '25: HVAC10
Fiscal Spend '25: Reshoring Metals & Alloys8
Fiscal Spend '25: Resource Nationalism13
Fiscal Spend '25: Solar10
Fiscal Spend '25: Uranium8
Fiscal Spend '25: US Defense Modernization & Shipbuilding9
Fiscal Spend '26: Batteries12
Fiscal Spend '26: Data Center Equip Recycler5
Fiscal Spend '26: Defense 3D Printing6
Fiscal Spend '26: Defense Primes6
Fiscal Spend '26: Housing Affordability9
Fiscal Spend '26: Medicaid & Dem-Favored Healthcare6
Fiscal Spend '26: New Dietary Guidelines15
Fiscal Spend '26: Tariff Unwind17
Fiscal Spend '26: Venezuelan Oil & Oilfield Services15

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