As Canada gears up for a new wave of infrastructure spending and economic modernization, several home-grown companies stand to benefit from this expanded nation-building focus in 2026. With the federal government and private sector moving billions into projects spanning transportation, utilities and industrial development, investors are watching firms that could capture long-term contract flow and steady revenue growth.

One category of beneficiaries is infrastructure development and construction players. These companies are deeply involved in civil projects, from expanding highways and urban transit to building power grids and major industrial facilities. With a backlog of work potentially growing as projects accelerate, firms with strong execution capabilities and diversified service offerings are in position to deliver revenue across multiple phases of build-outs. Companies with engineering expertise and established relationships on large public and private contracts are especially attractive.

Another set of opportunities lies in materials, resources and energy infrastructure stocks that supply the physical inputs and transport systems needed for nation-building. Natural resource companies tied to metals, mining and energy provide essential commodities and fuels that underpin everything from construction to power generation. As demand for copper, steel and critical minerals rises with new industrial activity, these firms could see increased orders and pricing power.

Energy infrastructure and pipeline operators are also likely to benefit as Canada expands its energy transport and storage networks. These businesses own and operate major pipeline and power assets that facilitate the movement of natural gas, electricity and other fuels across North America. Stable, regulated cash flows and long-term contracts help underpin earnings even in changing market conditions.

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Finally, engineering and project management services firms are set to capture upstream work as planning and design phases ramp up on major projects. These companies often secure high-margin fees early in the development cycle, laying the groundwork for construction and ongoing maintenance work.

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As Canada’s nation-building agenda unfolds with increased public funding and private sector participation, positioning around these core industries — infrastructure, construction services, materials, energy and engineering — could offer investors exposure to durable long-term trends tied to economic growth and modernization.