“So many companies have exposure around the border that it would be divided up fairly evenly,” Shmois said, estimating that about two-thirds of the potential benefit from Trump’s total infrastructure plans is already priced into material-suppliers’ shares. “No one company is going to be disproportionately impacted by this.”

ETF investors interested in gaining exposure to the construction boom have a number of options available. For instance, the Materials Select Sector SPDR (NYSEArca: XLB), Vanguard Materials ETF (NYSEArca: VAW) and Fidelity MSCI Materials Index ETF (NYSEArca: FMAT) provide broad exposure to the materials sector.

Additionally, the Guggenheim S&P Equal Weight Materials ETF (NYSEArca: RTM), which equally weights components and includes a larger tilt toward smaller U.S. companies, holds larger tilts toward construction materials sub-sector, including 8.0% VMC and 7.9% MLM.

Additionally, while the PowerShares Dynamic Building & Construction Portfolio (NYSEArca: PKB) holds large positions in homebuilder names, PKB also includes materials exposure like 5.1% ML and 5.0% VMC, along with others.

For more information on the materials sector, visit our materials category.