Group
Fiscal Spend
34 themes337 tickers
10D rank10D#83of 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-5.66%2.9%
Critical Materials+35.59%2.9%
Industrial Manufacturing+18.06%2.9%
Infra Construction+27.83%2.9%
Infra E&D-25.67%2.9%
Jet Makers-1.06%2.9%
Power Producer-9.76%2.9%
Renewables+14.69%2.9%
Timber+0.22%2.9%
Trad Energy Gen+29.25%2.9%
Wire and Cable+89.09%2.9%
AI Action Plan+34.74%2.9%
Big Beautiful Bill Winners+46.87%2.9%
Biofuels & Grains+62.29%2.9%
Data Centers+21.81%2.9%
Electrification Hardware & Services+61.40%2.9%
Food Safety & Quality Producers-22.98%2.9%
Grid Modernization & Infra+29.68%2.9%
HVAC+15.65%2.9%
Police Re-funding-37.37%2.9%
Reshoring Metals & Alloys+42.51%2.9%
Resource Nationalism+42.53%2.9%
Uranium-5.67%2.9%
US Defense Modernization & Shipbuilding-8.53%2.9%
Citizen Surveillance-15.95%2.9%
Critical Infra Defense-4.07%2.9%
Domestic Magnet Supply Chain+11.04%2.9%
Housing Affordability-19.43%2.9%
Medicaid & Dem-Favored Healthcare+18.97%2.9%
New Dietary Guidelines-13.13%2.9%
Saudi Defense Suppliers+3.75%2.9%
Tariff Unwind+21.32%2.9%
U.S. Chip Manufacturing+183.96%2.9%
Venezuelan Oil & Oilfield Services+44.24%2.9%
As of Oct 4, 2026, 4:13 AM ET
Themes in this group
| Fiscal Spend '24: Wire and CableWire and Cable | 12 | $21.98B | $263.81B | +3.63% | +5.33% | +10.79% | +3.42% | +69.59% | +89.09% | +234.04% | +837.49% | +14.46% | -1.88% | +29.03% | +224.85% | +2.04% | +11.23% |
| Fiscal Spend '26: U.S. Chip ManufacturingU.S. Chip Manufacturing | 16 | $472.13B | $7.55T | +2.25% | +4.04% | +19.66% | +2.30% | +148.12% | +183.96% | +320.33% | +409.30% | +20.69% | -0.99% | +79.80% | +363.95% | -5.64% | +22.40% |
| Fiscal Spend '25: Police Re-fundingPolice Re-funding | 14 | $9.28B | $129.95B | -0.26% | +2.80% | -0.85% | +2.99% | -24.54% | -37.37% | -26.90% | +22.70% | -14.71% | -14.40% | -21.75% | -28.46% | -1.26% | -9.77% |
| Fiscal Spend '24: Infra ConstructionInfra Construction | 15 | $12.80B | $192.00B | +2.34% | +1.40% | +1.13% | +1.74% | +26.35% | +27.83% | +126.91% | +428.66% | -10.12% | -22.90% | -3.90% | +134.38% | +9.41% | -3.98% |
| Fiscal Spend '25: Grid Modernization & InfraGrid Modernization & Infra | 19 | $73.96B | $1.41T | +2.12% | +0.31% | +5.51% | +2.00% | +30.74% | +29.68% | +100.25% | +337.09% | -2.00% | -9.41% | +8.10% | +107.81% | +1.47% | +0.61% |
| Fiscal Spend '25: HVACHVAC | 10 | $45.08B | $450.75B | +0.48% | +0.27% | +3.28% | +0.90% | +21.72% | +15.65% | +49.94% | +344.58% | -5.26% | -17.12% | -7.23% | +66.96% | -4.32% | +2.53% |
| Fiscal Spend '26: Tariff UnwindTariff Unwind | 17 | $14.42B | $245.22B | +0.52% | +0.21% | +0.64% | +0.66% | +5.36% | +21.32% | +17.95% | +43.02% | -2.62% | +5.60% | +2.01% | +38.65% | -2.24% | -6.87% |
| Fiscal Spend '26: Critical Infra DefenseCritical Infra Defense | 14 | $56.58B | $792.06B | +1.28% | +0.19% | -0.50% | +1.28% | +6.68% | -4.07% | +95.91% | +412.81% | -3.72% | -9.09% | -7.97% | +61.07% | +7.82% | +1.95% |
| Fiscal Spend '25: Data CentersData Centers | 13 | $56.89B | $739.61B | +1.35% | -0.01% | -3.95% | +0.78% | +4.79% | +21.81% | +142.90% | +382.08% | -7.90% | -28.49% | -9.34% | +116.59% | +4.65% | -2.55% |
| Fiscal Spend '26: Medicaid & Dem-Favored HealthcareMedicaid & Dem-Favored Healthcare | 6 | $83.31B | $499.85B | +2.21% | -0.04% | -5.41% | +2.97% | +24.67% | +18.97% | +1.25% | +38.86% | -6.88% | +1.54% | +29.44% | +12.62% | -1.11% | -10.70% |
| Fiscal Spend '25: AI Action PlanAI Action Plan | 16 | $8.20B | $131.21B | +1.23% | -0.34% | +2.19% | +1.99% | +28.06% | +34.74% | +113.57% | +490.59% | -4.35% | -15.67% | +6.40% | +112.21% | +4.89% | -0.32% |
| Fiscal Spend '24: RenewablesRenewables | 10 | $43.42B | $434.20B | +2.17% | -0.45% | +0.66% | +2.30% | +16.65% | +14.69% | +124.05% | +197.65% | -7.19% | -21.01% | +2.54% | +116.88% | -5.62% | +10.34% |
| Fiscal Spend '24: Industrial ManufacturingIndustrial Manufacturing | 12 | $93.93B | $1.13T | +1.08% | -0.69% | +1.71% | +0.84% | +23.78% | +18.06% | +61.27% | +107.63% | -0.57% | -4.22% | +14.47% | +70.18% | -4.73% | +16.00% |
| Fiscal Spend '24: Trad Energy GenTrad Energy Gen | 3 | $124.86B | $374.58B | +1.53% | -0.81% | -1.85% | +1.52% | +17.54% | +29.25% | +194.28% | +591.14% | -8.46% | -6.50% | -4.61% | +116.22% | +4.06% | -6.84% |
| Fiscal Spend '26: Venezuelan Oil & Oilfield ServicesVenezuelan Oil & Oilfield Services | 15 | $88.77B | $1.33T | +0.41% | -0.84% | -5.99% | +0.80% | +40.18% | +44.24% | +56.34% | +189.37% | +2.68% | +0.28% | +10.43% | +52.73% | +2.43% | +7.52% |
| Fiscal Spend '24: Aggregate MaterialsAggregate Materials | 16 | $12.30B | $196.78B | +0.64% | -1.08% | -7.75% | +0.92% | -7.46% | -5.66% | +17.76% | +96.03% | -13.91% | -16.54% | -16.36% | +11.68% | -5.32% | -11.57% |
| Fiscal Spend '25: Biofuels & GrainsBiofuels & Grains | 6 | $13.56B | $81.35B | +0.37% | -1.72% | -7.06% | +1.24% | +43.69% | +62.29% | +61.71% | +70.00% | -0.39% | -8.44% | +12.04% | +127.75% | -3.48% | +2.51% |
| Fiscal Spend '25: Big Beautiful Bill WinnersBig Beautiful Bill Winners | 17 | $19.37B | $329.35B | +1.38% | -1.92% | -1.68% | +1.82% | +25.45% | +46.87% | +124.62% | +478.68% | -4.81% | -12.41% | +7.50% | +96.54% | +3.72% | +0.05% |
| Fiscal Spend '26: Housing AffordabilityHousing Affordability | 9 | $149.98B | $1.35T | +0.34% | -2.16% | -5.17% | 0.00% | -18.49% | -19.43% | -15.98% | +40.92% | -5.88% | -5.19% | -19.07% | -9.45% | +1.14% | -2.29% |
| Fiscal Spend '25: Electrification Hardware & ServicesElectrification Hardware & Services | 8 | $27.57B | $220.59B | +2.46% | -2.21% | +6.39% | +2.81% | +42.35% | +61.40% | +161.05% | +487.14% | -3.91% | -21.06% | +6.81% | +189.35% | +7.75% | +4.00% |
| Fiscal Spend '24: Critical MaterialsCritical Materials | 7 | $12.31B | $86.19B | +2.24% | -2.36% | -6.67% | +2.48% | +16.11% | +35.59% | +116.76% | +98.55% | +6.30% | -20.44% | -5.76% | +114.67% | -4.87% | -3.86% |
| Fiscal Spend '25: Reshoring Metals & AlloysReshoring Metals & Alloys | 9 | $17.47B | $157.25B | +0.96% | -2.56% | -10.16% | +1.39% | +19.24% | +42.51% | +60.85% | +275.21% | -3.34% | -14.14% | +9.51% | +82.70% | +4.49% | -9.54% |
| Fiscal Spend '26: Saudi Defense SuppliersSaudi Defense Suppliers | 12 | $71.04B | $781.41B | +0.20% | -2.63% | -3.38% | +0.37% | +13.53% | +3.75% | +64.11% | +310.74% | -9.70% | -1.53% | -5.92% | +43.56% | +5.75% | -10.83% |
| Fiscal Spend '24: Jet MakersJet Makers | 8 | $65.70B | $525.62B | +0.08% | -2.98% | -4.51% | +0.11% | -0.67% | -1.06% | +71.90% | +216.37% | -9.41% | -2.10% | -10.09% | +29.24% | -0.45% | -9.00% |
| Fiscal Spend '24: Power ProducerPower Producer | 5 | $26.07B | $130.37B | -0.07% | -2.99% | -2.61% | +0.32% | -3.69% | -9.76% | +35.27% | +268.98% | -12.59% | -15.45% | -13.91% | +37.79% | -2.20% | -3.64% |
| Fiscal Spend '25: US Defense Modernization & ShipbuildingUS Defense Modernization & Shipbuilding | 9 | $8.55B | $76.97B | +0.73% | -3.50% | -1.79% | +0.89% | -3.72% | -8.53% | +142.44% | +233.03% | -3.86% | -17.75% | -13.65% | +105.40% | +2.37% | -13.46% |
| Fiscal Spend '26: New Dietary GuidelinesNew Dietary Guidelines | 15 | $11.08B | $166.16B | +1.91% | -4.54% | -8.45% | +1.76% | -10.50% | -13.13% | +0.25% | +66.07% | -10.83% | -4.25% | -14.57% | -5.89% | -1.30% | -7.46% |
| Fiscal Spend '26: Citizen SurveillanceCitizen Surveillance | 14 | $272.57B | $3.82T | +0.01% | -4.74% | -10.93% | +0.23% | -10.67% | -15.95% | +114.24% | +76.37% | -12.12% | -17.26% | -8.10% | +34.39% | +17.01% | -3.90% |
| Fiscal Spend '24: Infra E&DInfra E&D | 14 | $7.40B | $103.58B | -0.36% | -4.76% | -6.91% | +0.24% | -16.13% | -25.67% | -16.73% | +24.29% | -5.77% | -2.25% | -14.94% | -11.08% | -0.85% | -5.06% |
| Fiscal Spend '25: Food Safety & Quality ProducersFood Safety & Quality Producers | 12 | $6.46B | $77.49B | +0.14% | -5.24% | -4.63% | +0.17% | -14.39% | -22.98% | -19.26% | +15.12% | -11.47% | -0.48% | -11.60% | -25.75% | +3.98% | +1.39% |
| Fiscal Spend '25: Resource NationalismResource Nationalism | 13 | $38.12B | $495.60B | +1.95% | -6.50% | -11.76% | +1.85% | +17.48% | +42.53% | +127.91% | +205.69% | +3.28% | -14.82% | -11.39% | +140.37% | -0.04% | +6.22% |
| Fiscal Spend '24: TimberTimber | 7 | $4.38B | $30.65B | -0.55% | -6.73% | -2.84% | +0.47% | +7.75% | +0.22% | -29.01% | -9.93% | -5.48% | +1.10% | -2.38% | -15.61% | +1.29% | -13.09% |
| Fiscal Spend '26: Domestic Magnet Supply ChainDomestic Magnet Supply Chain | 14 | $7.73B | $100.49B | -0.71% | -10.24% | -13.24% | -0.37% | +19.10% | +11.04% | +247.68% | +158.30% | -4.56% | -27.98% | -21.40% | +239.37% | -2.54% | -8.77% |
| Fiscal Spend '25: UraniumUranium | 8 | $8.85B | $70.80B | +0.88% | -10.27% | -10.91% | +1.15% | -0.57% | -5.67% | +53.57% | +195.68% | -2.92% | -14.95% | -22.83% | +101.52% | -0.52% | -5.52% |
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