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REDDIT

Ideas for infrastructure investing

S
Sep 30, 2025 · 19:56

So I have been thinking about putting money into transportation infrastructure stocks and wondering your thoughts and to see what recommendations you all have? I know roads, bridges, and air traffic control are all going to need heavy investments. In researching I found this quote:

"**McKinsey estimates that a cumulative $106 trillion in investment will be necessary through 2040 to meet the need for new and updated infrastructure.** The required investment spans seven critical infrastructure verticals, with transport and logistics requiring the largest share ($36 trillion), followed by energy and power ($23 trillion), digital ($19 trillion), social ($16 trillion), waste and water infrastructure ($6 trillion), agriculture ($5 trillion), and defense ($2 trillion)."

So im curious if there are any funds that you like that would cover a good portion of this, esp air traffic control and roads? Im going to do more research this weekend but havnt found anything solid Im persuaded by just yet, though Im curious on the performance in the field so I have some homework to do. Anyone else already in this space and have dos or donts?