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Martin Marietta, Vulcan May Benefit From Obama Plan (Table)

By Thomas Black

Jan. 9 (Bloomberg) -- The table below lists companies that may financially benefit from President-elect Barack Obama’s plans to boost the economy through national infrastructure reconstruction.

Based on stock increases immediately after the president- elect’s radio address Dec. 6, investors bet that the winners will include makers of earth-moving equipment, as well as steel and cement producers. These kinds of companies may be in line for business from proposals to rebuild bridges and highways.

The initiative, which may rival the 1956 effort to create an interstate highway system, will also involve spending billions of dollars on schools, health care, broadband expansion, the electrical grid and the Internet.

The list includes companies that have been identified by investors, analysts and executives as potential beneficiaries.

Company Products, Services

3M Co. Solar and water

Akeena Solar Inc. Solar

Atlas Copco AB Air compressors

Bombardier Inc. Rail cars

Bucyrus International Inc. Mining equipment

Caterpillar Inc. Earth-moving equipment

Cemex SAB de C.V. Cement

Chicago Bridge & Iron Co. Energy construction

Cisco Systems Inc. Internet hardware

Cree Inc. Lighting

CRH Plc Building materials

Danaher Corp. Tools, instrumentation

Dell Inc. Computers

EMC Corp. Storage computers

Emcor Group Inc. Power, lighting systems

Emerson Electric Co. Electronic systems

Fluor Corp. Engineering services

Foster Wheeler Ltd. Energy construction

General Electric Co. Energy, health

Google Inc. Internet search engine

Hewlett-Packard Co. Computers

Hochtief AG Construction

Honeywell International Inc. Building controls

International Business Machines Corp. Computers

Jacobs Engineering Group Inc. Engineering services

Joy Global Inc. Mining equipment

Juniper Networks Inc. Internet hardware

Lindsay Corp. Irrigation equipment

Lockheed Martin Corp. Information systems

Manitowoc Co. Construction cranes

Martin Marietta Materials Inc. Construction aggregates

McDermott International Inc. Energy services

Microsoft Corp. Computer software

Nucor Corp. Steel

Odebrecht SA Construction

Olympic Steel Inc. Steel

Owens Corning Inc. Insulation, composites

Quixote Corp. Highway safety

Qwest Communications International Inc. Broadband communication

Red Hat Inc. Computer software

Shaw Group Inc. Power plants

Siemens AG Power generation

Skanska AB Road building

Sun Microsystems Inc. Computer software

Terex Corp. Construction equipment

TRC Companies Inc. Construction services

Trinity Industries Inc. Railcars, wind-energy

United Technologies Corp. Heating-cooling systems

URS Corp. Engineering services

U.S. Steel Corp. Steel

Vulcan Materials Co. Construction aggregates

Westport Innovations Inc. Clean engine technology

Yahoo Inc. Internet search engine

To contact the reporter on this story: Thomas Black in Monterrey, Mexico, at tblack@bloomberg.net.

Last Updated: January 9, 2009 07:35 EST

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