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Investment theme · updated October 18, 2026

Infrastructure and construction stocks: prices and rankings

The theme covers builders of roads and bridges, cement and aggregates producers and heavy equipment makers. Orders come largely from government investment, on multi-year contracts.

We track 14 companies in infrastructure and construction. In the last session, on Friday, October 16, 4 of 14 closed higher, and the theme moved -3.90% on a market-cap-weighted basis. The median 1-year return is +33%.

Companies14
Last session-3.90%
1-year return+33%
Median P/E26.4
Median dividend1.42%
Total market cap991.2 B $

The biggest gainers and losers in infrastructure and construction in the last session

The biggest gains and losses in the latest session, among companies worth more than $2 billion.

The largest companies in infrastructure and construction

The top 10 companies on each measure.

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#CompanyPriceFriday1 yearMarket capP/EDividend
1Caterpillar IncCAT · Industrials$856.20-6.40%+141%394.3 B $41.90.66%
2Quanta Services IncPWR · Industrials$650.90-5.93%+87%97.7 B $87.60.06%
3Vinci S.A.DG · Industrials€123.40+0.41%+2%78.9 B $13.94.03%
4CRH PLC ADRCRH · Materials$99.98-3.59%+9%66.8 B $13.21.53%
5United Rentals IncURI · Industrials$1,056-3.46%+49%66.2 B $26.40.72%
6Holcim AGHOLN · Materials76.96 CHF+3.22%+67%53.7 B $110.02.36%
7Ferrovial SEFER · Industrials$64.30-2.29%+27%46.1 B $48.42.52%
8ACS Actividades de Construccion y Servicios SAACS · Industrials€124.70-0.64%+128%38.5 B $33.51.72%
9Heidelberg Materials AGHEI · Materials€173.30+0.73%-2%35.5 B $15.71.99%
10Vulcan Materials CompanyVMC · Materials$272.70-2.27%+4%35.4 B $31.70.77%

All stocks in infrastructure and construction

Sorted by market cap. Each one has its own page with the full analysis.

How we pick the companies in a theme

Each list is put together by hand, from companies that earn a large share of their revenue from the theme or lead it. We review it as the market changes. Only companies we analyze appear on the page.

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Where to buy stocks: recommended brokers

Regulated brokers, with their stock trading fees, minimum deposit and the authority that supervises them.

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Frequently asked questions about stocks in infrastructure and construction

What are the largest companies in infrastructure and construction?

By market capitalization, the largest are Caterpillar Inc, Quanta Services Inc and Vinci S.A..

How have stocks in infrastructure and construction performed over the past year?

The median 1-year return is +33%. In the last session, on Friday, October 16, 4 of 14 companies closed higher, and the theme moved -3.90% on a market-cap-weighted basis.

What dividends do companies in infrastructure and construction pay?

14 of the 14 companies pay a dividend, with a median yield of 1.42%. The highest yield belongs to Vinci S.A., at 4.03% a year.

How do you invest in stocks in infrastructure and construction?

Through an account with a regulated broker: buy the companies you choose or a thematic ETF that holds many of them. Popular themes can swing hard, so it pays not to put all your money in one place.

The data on this page is for information only and is not investment advice. Prices may be delayed.