Infrastructure builders
This theme covers listed contractors and construction materials companies that build electric grids, mechanical systems, data center shells and roads. It does not include equipment makers, which sit in Power for AI and AI data centers. Members were chosen because construction or materials supply is the main business.
Companies
By tier, with the last 12 months of insider, congressional, contract and lobbying activity.
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Tiers
How much of each company the theme explains.
- Contractors5 companies
- Materials2 companies
How this list is chosen
Last reviewed Oct 27, 2026.
A listed company is included when infrastructure construction or construction materials are its main business. Membership is reviewed twice a year, in March and September, and every change is logged below.
Change log
- Oct 27, 2026First list published with 7 companies.
The case commonly made
What supporters of the theme usually argue. Not our view.
- Supporters point to public funding for roads, bridges and the electric grid.
- The case usually made is that demand for data centers and factories adds construction work.
- Supporters argue that local supply of stone and gravel gives materials companies a durable position.
Risks commonly cited
What critics and cautious investors usually raise. Not our view.
- Critics note that construction work is tied to the economy and to interest rates.
- Risks often raised include labor shortages, rising material costs and fixed-price contracts that run over budget.
- Critics note that public funding can be delayed or changed by politics.
Funds with an overlapping focus
Shown for reference. Their holdings and rules differ from this theme, and listing them is not an endorsement.
- PAVEGlobal X U.S. Infrastructure Development ETF
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Using 13F.ai, which companies on the "Infrastructure builders" list had insider buying or selling, or trades by members of Congress, in the last 90 days? Show the filings.
Using 13F.ai, compare the companies on the "Infrastructure builders" list by federal contracts and lobbying spend over the last 12 months.
Using 13F.ai, which big funds added to or trimmed positions in the companies on the "Infrastructure builders" list in the latest 13F quarter?
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A theme is a list of companies with something in common, chosen under a published rule. It is information, not a recommendation or investment advice. Activity figures come from public filings, each linked on the company's page; none of it predicts what a price will do. Disclaimer.