$INFRA - US infrastructure investment is necessary as America's infrastructure has fallen behind even China's poorest provinces, requiring significant buildout to restore competitiveness
$CLEAN - Massive clean energy capacity expansion is needed, particularly in solar, wind, and transmission infrastructure, once regulatory obstacles are addressed
$BUILDERS - Increased housing construction is needed to address high housing prices in expensive states through supply expansion
$DEFENSE - China's prioritization of aerospace and weapons executives in leadership positions suggests increased US defense spending needs to maintain competitiveness
Bearish:
$MFG - US manufacturing sector faces continuous contraction with significant job losses due to harmful tariff policies
$BIOTECH - Potential cuts to NIH funding threaten to undermine American biotech innovation pipeline and scientific competitiveness
$RAIL - US rail infrastructure continues to deteriorate with declining performance metrics, exemplified by slower Acela speeds