|Fwiw, regarding infrastructure things, my holdings are:|
train related: ARII, GBX, TRN, RAIL (WAB - for train brakes, etc). Looked at adding to SIEGY position today, but stock seems very expensive now.
Also, fwiw, I'm still holding HCMLF (aggregates, concrete, etc), GV (construction, esp utility related), HWCC (wire&cable, fasteners, etc.)
With the hurricanes, I bought into FND (flooring materials), URI (rental equipment), GWW (supplies).
I don't know if stick-builders are considered infrastructure plays, but I have recently averaged up on a couple of homebuilding stocks.