13 Best Infrastructure Stocks to Buy Right Now

Core Insights - The article identifies the 13 best infrastructure stocks to buy, emphasizing the importance of infrastructure companies in industrial economies [1] - Allianz Research highlights a significant global infrastructure investment gap, estimating a need for $4.2 trillion annually, or 3.5% of global GDP, over the next decade to address infrastructure needs [2] - The global infrastructure market is projected to grow from $2.9 trillion in 2025 to $4.5 trillion by 2032, reflecting a 6.6% CAGR, driven by urbanization, demographic changes, and AI-driven digitalization [3] Infrastructure Investment Landscape - Countries are actively investing in infrastructure to meet growing demands, with AI and data center growth expected to be a structural tailwind for infrastructure companies [4] - The analysis identifies 13 infrastructure stocks that are well-positioned to benefit from these trends, based on hedge fund interest and potential upside [5] Methodology for Stock Selection - The initial stock pool was created by analyzing infrastructure-focused ETFs and financial media, leading to the selection of 13 stocks with positive upside potential and significant hedge fund interest as of February 16, 2026 [7] - The strategy of imitating top hedge fund stock picks has historically outperformed the market, with a reported return of 427.7% since May 2014 [8] Company Highlights - WEC Energy Group, Inc. (NYSE:WEC): - Hedge fund holders: 37, with a stock upside of 4.50% - Mizuho raised its price target to $121, citing strong Q4 2025 performance with EPS of $5.27, an 8% increase from 2024 [9][10] - The company forecasts a 6.5%-7% EPS CAGR for 2026 and a long-term growth of 7%-8% [11] - WEC has a strong track record of exceeding earnings guidance for 22 consecutive years [13] - Sempra (NYSE:SRE): - Hedge fund holders: 41, with a stock upside of 5.51% - Jefferies lowered its price target to $89 due to California risks related to legal challenges facing SoCalGas [15][16] - BMO Capital cut its price target to $100, labeling the stock's recent decline as an overreaction to litigation concerns [18] - Sempra operates one of the largest energy networks in North America, providing electricity and natural gas to nearly 40 million consumers [20]