Benefits from a trio of infrastructure-aligned bills have launched in the United States, and related companies say these opportunities are only beginning.

The IRA and CHIPS Act provide production and investment incentives for disruptive technologies, which could increase demand for infrastructure development.

Our update on the Infrastructure Investment and Jobs Act (IIJA) and what infrastructure spending could look like in the short term.

Congress passed the Infrastructure Investment & Jobs Act. We believe spending will translate to revenues for thematically exposed companies.