New tariffs from President Donald Trump are shaking up trade relationships with 60 U.S. partners, and that puts the spotlight firmly on companies tied to American infrastructure and construction. Higher import costs, possible retaliation from countries like Australia, and pressure on global supply chains could all shift demand toward businesses with stronger domestic footprints. For investors, this screen of US Infrastructure and Construction Companies is a way to focus on stocks that are more directly exposed to these tariff moves. This article examines three stocks from the screener that could be affected by the latest policy changes.

Capstone Energy+ (CEPL)

Overview: Capstone Energy+ provides on site power solutions such as microgrids, microturbines and energy as a service offerings that help customers secure more resilient and efficient electricity, heating and cooling. Its systems support applications from hospitals and refineries to AI and data center sites that need stable power and lower emissions.

Operations: Capstone Energy+ generates its entire US$106.0 million of revenue from Electric Equipment, with around US$70.1 million coming from the United States and the rest spread across markets including Mexico, Europe, Asia and Australia.

Market Cap: US$308.1 million

Capstone Energy+ sits at the intersection of US infrastructure, power reliability and AI data center growth. This positioning is an area where fresh tariff pressure could steer more spending toward domestic suppliers. The company focuses on resilient behind the meter projects such as the new hospital and Chilean refinery installations, and is also targeting higher margin AI data center microgrids. The stock trades below some fair value estimates, which may attract investor attention. On the other hand, Capstone remains loss making, has relied on external funding and dilution, and carries refinancing and execution risk if demand falls short of its capacity ambitions.

Capstone Energy+ sits in a sweet spot of US infrastructure, AI power demand and tariff driven onshoring, yet its loss making profile and funding needs raise real questions. Get the full story in the 3 key rewards and 2 important warning signs (2 are major!)

Perimeter Solutions (PRM)

Overview: Perimeter Solutions supplies fire retardants, firefighting foams and services to government and commercial customers, and also produces specialty chemicals, electronic components, lubricant additives and engineered machinery used in sectors such as mining, pesticides, batteries and medical devices.

Operations: Perimeter Solutions generates about US$497.2 million of revenue from Fire Safety products and services and around US$208.7 million from Specialty Products.

Market Cap: US$5.5b

Perimeter Solutions provides exposure to both wildfire management and specialty chemicals, a relatively uncommon combination within the US infrastructure and construction theme. Long-term contracts with agencies such as the Defense Logistics Agency and CAL FIRE support revenue visibility in Fire Safety. In Specialty Products, acquisitions are intended to build a higher margin base. Analysts currently expect strong earnings and revenue growth and see upside to the share price. At the same time, the company is still working through losses and uses higher risk funding with no customer deposits. Tariff-driven support for domestic supply chains and recent index additions may add another layer of interest for investors who are prepared to weigh concentrated industry risks against a business model underpinned by contracts.

Perimeter Solutions sits at the intersection of long term fire safety contracts and specialty chemicals growth, yet the real story lies in the balance between contract strength and concentrated risk. Get the full picture in the 3 key rewards and 1 important warning sign

Amprius Technologies (AMPX)

Overview: Amprius Technologies develops and sells silicon anode lithium ion batteries tailored for high performance mobility, focusing on its SiCore and SiMaxx product lines. Its ultra lightweight, high energy cells are used mainly in drones and other emerging aviation platforms that need long flight times and reliable power.

Operations: Amprius Technologies generates about US$90.3 million of revenue from its Battery Business, with around US$62.8 million from EMEA, US$15.9 million from North America and US$11.5 million from Asia Pacific.

Market Cap: US$1.33b

Amprius Technologies gives you direct exposure to high performance batteries that sit at the heart of drones, defense aviation and modern infrastructure projects. It is a US headquartered supplier that could see extra interest as new tariffs push more attention toward domestic and allied supply chains. The company is still reporting losses, uses higher risk external funding and has a concentrated customer base, so execution on scaling its silicon anode technology matters. At the same time, revenue growth, government and defense ties and premium product positioning in a growing niche have attracted bullish analyst targets and new partnerships. The key consideration is how that mix of opportunity and funding risk compares once you look at the detailed forecasts, contract pipeline and balance sheet quality.

Amprius Technologies sits at the intersection of high performance batteries, drones, defense and new infrastructure projects. Yet the real story lies beneath the headlines in the analyst forecasts for Amprius Technologies that could reshape how you view the risk reward balance.

The three stocks covered here are only a starting point. The full US Infrastructure and Construction Companies screen surfaces 23 more stocks that carry equally compelling stories around domestic sourcing, capital projects and tariff exposure in the US Infrastructure and Construction Companies screener. Use Simply Wall St to identify, filter and analyze the exact catalysts and narratives that matter to you so you can focus on the highest conviction ideas in this theme.

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If Amprius Technologies or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.