15 Industrial Stocks That Can Manufacture Gains in 2018

Market value: $29.3 million

Dividend yield: N/A*

Expenses: 0.47%

Not every means of playing the next U.S. industrial revolution spurred by more infrastructure spending has to be a stock. An exchange-traded fund could be just as effective, if not more so.

Enter the Global X U.S. Infrastructure Development ETF (PAVE, $15.98), which aims to capitalize on the looming endeavor to improve the nation’s roads, water systems, electricity grids and telecommunications systems. Some of its top holdings – such as Union Pacific (UNP), Emerson Electric (EMR) and Westlake Chemical (WLK) – paint a picture of the fund’s mission. It’s not just a way to step into an industrial boom. It’s a way to play the companies that will benefit the most from such a boom that’s directly linked to the greater infrastructure spending now on the horizon.

See, PAVE was created in March of 2017</a>, after Donald Trump was elected but before his often-touted infrastructure plan was established, specifically to take advantage of what might be in the cards. Its marketability was its uniqueness. As Jay Jacobs, director of research at Global X, said at the time</a>, “There is no ETF out there with more than 21% overlap in the fund,” meaning you could only create the same basket of infrastructure-specific plays by picking these stocks out for yourself, one at a time.

*Yields for equity ETFs typically are calculated by using payments from the trailing 12 months. While PAVE does distribute dividends, it first started trading on March 3, 2017, and thus does not have a 12-month dividend history as of this writing.