CNBC Pro

Two under-the-radar stock picks from the infrastructure bill, according to Goldman

High capacity electrical transmission lines in rural Nebraska, USA.
Ryan McGinnis | Moment | Getty Images

The infrastructure package, currently on its way to President Joe Biden's desk after the House passed it Friday evening, includes billions of dollars earmarked for clean energy initiatives. This will act as a tailwind for companies focused on the energy transition and net zero goals, Goldman Sachs said in a note to clients, while highlighting stocks to own.

More In Future of Energy

Bank of America upgrades SolarEdge on improving outlook, says stock can jump more than 20%
CNBC ProBank of America upgrades SolarEdge on improving outlook, says stock can jump more than 20%
Wells Fargo names this solar stock a top pick, says its growth is 'recession proof'
CNBC ProWells Fargo names this solar stock a top pick, says its growth is 'recession proof'
JPMorgan downgrades First Solar, cites stock's recent outperformance following climate bill passage
CNBC ProJPMorgan downgrades First Solar, cites stock's recent outperformance following climate bill passage