Group

Fiscal Spend

32 themes321 tickers
10D rank#57of 134 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.

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As of Aug 6, 2026, 4:22 AM ET

Themes in this group

Build 20260806T082229

Fiscal Spend '26: Citizen Surveillance14$288.37B$4.04T-1.08%+16.37%+5.35%+9.37%+7.76%+12.16%+184.69%+96.44%+10.86%+62.12%+19.08%+1.83%
Fiscal Spend '26: Domestic Magnet Supply Chain14$8.02B$104.32B+0.20%+12.82%-9.16%+12.61%+36.68%+62.16%+375.23%+311.32%-12.63%+279.56%-2.08%-7.97%
Fiscal Spend '25: Electrification Hardware & Services8$28.11B$224.89B-0.37%+11.31%-0.85%+16.12%+61.98%+139.07%+246.31%+213.07%+21.53%+229.24%+7.86%+6.90%
Fiscal Spend '25: US Defense Modernization & Shipbuilding9$9.94B$89.48B+0.83%+11.16%+0.24%+10.67%+4.97%+31.54%+186.25%+75.77%-5.86%+123.92%+4.07%+0.98%
Fiscal Spend '24: Critical Materials7$13.33B$93.33B+1.93%+10.77%-6.39%+7.99%+16.81%+80.46%+141.65%+47.97%-5.20%+115.96%+5.06%-10.41%
Fiscal Spend '24: Wire and Cable12$21.31B$255.69B+3.67%+9.32%-0.93%+9.04%+60.95%+94.49%+315.97%+558.03%+22.42%+208.47%-0.27%-3.37%
Fiscal Spend '25: Resource Nationalism13$37.33B$485.29B+1.35%+7.45%+0.06%+8.16%+21.78%+84.21%+188.48%+116.37%-8.16%+149.14%+0.41%+3.91%
Fiscal Spend '26: Tariff Unwind17$15.82B$268.89B-0.72%+7.39%+9.82%+3.75%+9.90%+35.90%+37.14%-24.56%+6.40%+44.63%-1.23%-1.44%
Fiscal Spend '25: Uranium8$9.79B$78.30B+0.27%+6.84%+3.53%+8.88%+7.82%+34.58%+115.74%+303.11%-16.32%+118.52%-1.00%+3.39%
Fiscal Spend '24: Timber7$5.35B$37.43B-0.10%+6.78%+4.88%+5.74%+18.26%+1.17%-9.17%-16.70%+7.15%-7.38%+2.65%+3.93%
Fiscal Spend '25: AI Action Plan16$8.35B$133.63B-1.77%+6.72%-0.10%+5.99%+38.03%+63.31%+199.71%+478.64%+14.69%+128.75%+5.71%+1.81%
Fiscal Spend '25: Data Centers13$59.63B$775.25B-0.80%+6.68%-8.50%+6.54%+16.67%+74.33%+240.04%+84.37%+0.93%+141.13%+5.01%-2.28%
Fiscal Spend '24: Infra E&D14$7.88B$110.27B-0.73%+6.47%+7.63%+3.61%-9.54%-18.03%-2.58%+18.72%-8.26%-4.09%-4.59%-2.41%
Fiscal Spend '24: Jet Makers8$77.33B$618.67B+0.78%+6.06%+5.90%+5.05%+12.52%+21.65%+102.71%+51.76%+1.83%+46.38%-0.39%+7.21%
Fiscal Spend '24: Renewables10$44.26B$442.57B-0.79%+5.88%-4.31%+7.30%+30.25%+61.54%+163.76%+416.24%+14.50%+142.20%-4.28%+6.75%
Fiscal Spend '24: Industrial Manufacturing12$88.19B$1.06T-0.57%+5.45%-2.47%+4.06%+27.88%+39.04%+79.46%+120.70%+18.24%+75.81%-2.96%+7.28%
Fiscal Spend '26: Saudi Defense Suppliers12$84.43B$928.70B-0.06%+5.05%+6.88%+5.01%+29.39%+27.28%+109.40%+37.39%+7.20%+63.61%+5.65%+5.78%
Fiscal Spend '25: Grid Modernization & Infra19$76.80B$1.46T-0.50%+4.80%-0.16%+5.70%+36.98%+52.08%+149.11%+170.25%+13.26%+117.74%+2.12%+4.39%
Fiscal Spend '25: Reshoring Metals & Alloys9$20.32B$182.85B+1.19%+4.29%+10.39%+6.32%+29.84%+75.21%+83.31%+158.23%+19.25%+98.94%+3.38%+11.36%
Fiscal Spend '26: Housing Affordability9$160.85B$1.45T+1.45%+4.10%-1.86%+4.98%-11.20%-0.85%+0.42%+62.70%-11.84%-1.36%+1.57%+3.53%
Fiscal Spend '24: Trad Energy Gen3$137.81B$413.42B+1.64%+3.59%-1.86%+3.94%+31.47%+63.74%+319.00%+326.65%+6.67%+141.84%+2.92%-3.00%
Fiscal Spend '25: Police Re-funding12$13.08B$156.93B-1.33%+3.40%+9.58%+6.01%+2.51%-6.59%-18.50%+96.99%+2.69%-13.11%-2.57%+24.48%
Fiscal Spend '26: Medicaid & Dem-Favored Healthcare6$92.62B$555.70B+0.26%+1.20%-3.39%+0.04%+32.84%+67.88%+13.49%-0.78%+37.93%+20.01%+2.91%+2.20%
Fiscal Spend '24: Aggregate Materials16$14.70B$235.14B-0.32%+0.88%-6.22%+2.94%+7.52%+16.59%+45.48%+65.88%-2.83%+29.75%-5.18%+2.05%
Fiscal Spend '25: Big Beautiful Bill Winners17$20.24B$344.08B+0.25%-0.05%-3.14%+2.23%+33.19%+68.07%+189.15%+260.61%+14.13%+108.67%+4.12%+3.58%
Fiscal Spend '26: U.S. Chip Manufacturing16$412.47B$6.60T-0.90%-0.10%-13.94%+5.58%+116.97%+248.15%+315.38%+290.15%+57.25%+305.72%-3.27%+6.20%
Fiscal Spend '26: New Dietary Guidelines15$12.18B$182.75B-0.61%-0.62%-0.76%+0.02%+0.21%-5.79%+30.11%+10.26%-5.55%+4.10%-2.48%-0.47%
Fiscal Spend '26: Venezuelan Oil & Oilfield Services15$141.54B$2.12T-1.61%-1.83%+7.64%-0.95%+31.42%+41.00%+49.25%+44.70%+6.24%+40.28%+2.00%-4.45%
Fiscal Spend '24: Infra Construction15$13.79B$206.78B-1.28%-3.42%-7.47%+2.99%+41.31%+66.05%+208.68%+273.28%+7.49%+162.15%+8.73%+0.81%
Fiscal Spend '25: HVAC10$47.75B$477.54B-0.37%-3.63%-4.67%+6.66%+33.12%+32.04%+100.36%+232.99%+1.46%+82.60%-3.91%+8.59%
Fiscal Spend '25: Biofuels & Grains6$13.46B$80.75B-1.46%-6.90%+2.55%-0.19%+47.29%+78.07%+72.77%+46.87%+14.84%+133.46%-4.28%-0.05%
Fiscal Spend '24: Power Producer5$27.47B$137.33B-1.10%-8.76%-5.21%-2.73%+3.59%-1.97%+99.44%+153.28%-7.41%+48.21%-5.02%-1.66%

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