After analyzing 50 infrastructure projects prioritized by the Trump administration, KeyBanc says that most of the projects are "tied to transportation systems and facilities." The firm says that AECOM's (ACM) and Fluor's (FLR) "large project capabilities and leverage to the domestic infrastructure cycle" leave them "best positioned to potentially benefit from these projects." It estimates that AECOM and Fluor can obtain $67B AND $59B, respectively, from the projects. Meanwhile, the firm notes that the administration included two Quanta projects, the TransWest Express transmission project and Atlantic Coast Pipeline, on its list of priority projects. It keeps Overweight ratings on all the stocks named.