I cannot say I am an expert, but I would think that Deere and Caterpillar would be obvious examples of benefiting from an infrastructure bill.

Cement (as well as other materials), Steel manufacturers or Civil Engineering or construction firms could be another possibility.

Thanks. CAT has been on my watch list. Either today is a great opportunity to buy, or it is catching a falling knife. I figure there are some opportunities for the next few yers though. If I find anything interesting I will let you know.

As it turns out if China continues to slow down and/or begins to curtail its dependence on real estate construction (Evergrande anyone?), it will hit the materials complex, so cement, steel, aluminum etc may not be a good place to park money.  The Infrastructure Deal could cushion this, but I doubt it is as big as what China has been spending in construction.  Australia has had more than 25 years without a recession (pre-Pandemic), this, on the back of China's huge spending spree.