The TLDR: Biden's "Build Back Better" plan is aggressively focused on clean energy and infrastructure. With a slim Congressional majority, Biden might not be able to push through all the spending. Buuuut: some initiatives might actually fly with Republicans, while others could be pushed through exec orders.
Green energy... Three words: "clean energy future." Biden has pledged $2T to clean energy innovation, partly through sustainable infrastructure and subsidies for green tech. Think: more EV charging stations, tax credits for buying electric, and incentives for wind and solar. Subsidies could encourage more delivery companies to buy e-trucks from companies like Workhorse, GM, and Rivian. On the wind and solar side, companies like NextEra Energy, Tesla, and First Solar could benefit from Biden's goal of a carbon-free power sector by 2035.
Infrastructure... could see some serious cash flowing in. Biden's plan pledges to "mobilize American manufacturing" to build a modern infrastructure — think: roads, bridges, buildings. Construction icons like Caterpillar and John Deere, and concrete-makers like Martin Marietta Materials and Vulcan Materials, could benefit from the building frenzy.