3 ETFs for the State of the Union

President Obama will make his 5th State of the Union address tonight and the word is that he will place a lot of focus on the economy. And more specifically jobs.

So how could the SOTU affect the market and specific sectors?

Here is a breakdown of 3 ETFs that could benefit from the Obama SOTU.

• Guggenheim Solar ETF ($TAN) - A basket of solar stocks could get a boost as Obama is expected to about boosting jobs in clean energy. This topic will also be brought up when the climate is surely mentioned.
• iShares S&P Global Infrastructure ETF ($IGF) - One of Obama's ways of creating more jobs and at the same time doing a much needed upgrade on our bridges and roads is through infrastructure stimulus.
• SPDRs Industrial ETF ($XLI) - As manufacturing continues to struggle in the US, Obama will push to rebound the industry. The stocks that make up $XLI could be beneficiaries of such a strategy.