Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Trump and his administration with this weekly recap.

1. INFRASTRUCTURE:
On Monday, the Trump administration unveiled its infrastructure plan. The White House said its plan will create $1.5T for repairing and upgrading the country’s infrastructure, but only $200B of that will come from direct federal spending. The rest should come from state and local governments, which are expected to match any federal allocation by at least a four-to-one ratio.

About $100B of the new federal money would be parceled out as incentives to local government entities, an additional $20B would go toward “projects of national significance,” and another $50B is earmarked for rural block grants. The rest of the money would support other infrastructure-related undertakings, including existing loan programs. The Trump administration also said it wants to shorten the time and expense of getting federal permits by consolidating the reviews conducted by different agencies into one federal decision.

Publicly traded companies that could benefit from spending on infrastructure include Aecom (ACM), CB&I (CBI), Caterpillar (CAT), Eagle Materials (EXP), Fluor (FLR), Granite Construction (GVA), Jacobs Engineering (JEC), Martin Marietta (MLM), Quanta Services (PWR), U.S. Concrete (USCR) and Vulcan Materials (VMC).