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  5. CAE: Hi 5i, What high quality companies do you think stand to benefit from the upcoming Carney move to investing more in Canadian-related defense and the infrastructure built out? [CAE Inc.]
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Q: Hi 5i,

What high quality companies do you think stand to benefit from the upcoming Carney move to investing more in Canadian-related defense and the infrastructure built out?

Thanks!
Asked by Martha on June 02, 2025
5i Research Answer:

On defense, most of the likely beneficiaries would likely be US companies operating in Canada already. Some Canadian options could be CAE, MAL, MDA. In infrastructure, WSP, STN and ARE could see benefits. 

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