VMC - 15 stocks stand to gain the most from Biden infrastructure plan - Barron's

Many stocks have run higher in anticipation of President Biden's $2.2T infrastructure plan, but in this weekend's issue, Barron's discusses some stocks that may enjoy further gains if the market sees a bill moving toward passage.Engineering and construction companies have had strong runs, but Citigroup says their stocks do not look overpriced based on 2022 estimates, pointing to MasTec (MTZ), Aecom (ACM), Jacobs Engineering (J) and Quanta Services (PWR) as looking "well positioned for growing investments in infrastructure and climate change mitigation efforts."Vulcan Materials (VMC) would be a beneficiary of spending on roads and bridges, says Savoie Capital's Ben Phillips, who also likes Astec Industries (ASTE) and Construction Partners (ROAD), as well as water stocks Evoqua Water Technologies (AQUA) and Great Lakes Dredge & Dock (GLDD).Clean-tech winners, according to Morgan Stanley, include TPI Composites (TPIC), Sunrun (RUN) and SolarEdge Technologies (SEDG).For income investors, three ways to play the green theme

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15 stocks stand to gain the most from Biden infrastructure plan - Barron's