NEW YORK ( TheStreet) -- Don Dion posts his current insights on the stock, bond, commodity and currency markets in his RealMoney blog, anticipating which ETFs will be in play next. In the following three blogs from the past week Don commented on three ETFs that could benefit from government infrastructure spending, how to profit from the shakeout from the health care vote, and an ETF that was crippled by contango.
broadband plan ," designed to bring broadband Internet access to nine out of 10 Americans. The American Recovery and Reinvestment Act has pledged $7.2 billion toward high-speed Internet expansion, prompting the drafting of the comprehensive national strategy. PXQ tracks networking companies that are screened for various investment criteria such as risk and timeliness. Top PXQ components include VMware ( VMW), Juniper Networks ( JNPR), Citrix Systems ( CTXS), Amphenol ( APH) and Cisco ( CSCO). 3. PowerShares Water Resources ETF ( PHO) In a post yesterday, I mentioned how increased water allocations in California would strain an increasingly insufficient infrastructure . Obama administration officials are working on solutions to improve or replace existing infrastructure. Across the country firms are working to protect our clean water supply. Many of the companies represented in PHO's portfolio -- such as URS ( URS) and Aecom ( ACM) -- already have lucrative government partnerships. As Obama moves to increase infrastructure spending, contracts should continue to increase. While health care reform and financial reform loom large on the federal agenda, unemployment remains a top issue for many Americans. Job creation through infrastructure projects -- a theme that Obama has emphasized since his campaign -- should continue to boost funds like PHO, PXQ and IGF in the months ahead.