A combination of the $1 trillion infrastructure bill in the U.S. and the global need to maintain and upgrade infrastructure in developed countries while investing in new projects to support growth in emerging countries means there will be ongoing spending on infrastructure. That's great news for companies with exposure to it, and I think investors should look closely at Trimble (TRMB 0.94%), Freeport-McMoRan (FCX 0.10%) and Atkore (ATKR -0.86%) to play this theme. Here's why.Trimble is revolutionizing how i ...