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The infrastructure plan contains provision for the construction and home building industries, given rising market demand and lean inventories. Because the United States is expected to focus on upgrading its infrastructure, the construction materials market is expected to grow at a CAGR of 15.7% over the next four years to reach $1.12 trillion by 2025.
Therefore, we think it wise to invest in infrastructure stocks Owens Corning (NYSE:GLW) (OC), Louisiana-Pacific Corporation (LPX), Quanex Building Products Corporation (NX), and BlueLinx Holdings Inc. (BXC). These stocks are well positioned to generate significant returns in the coming months.