With the signing of the Infrastructure Investment and Jobs Act and an even larger package awaiting Senate approval, the U.S. is poised to make its largest investment in infrastructure since Eisenhower rolled out the interstate highway system in the 1950s.
Portfolio Specialist Michelle Butler discusses why we believe electric utilities and renewable energy developers should benefit from clean energy initiatives, how cell tower demand could benefit from expanded broadband access and why this adds to an already strong investment case for listed infrastructure.
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Utilities, midstream energy and nuclear power are poised to benefit from growth in data centers, manufacturing and the electrification of the economy.