Who benefits from the reconstruction of Ukraine?

Yes, it's a macabre topic - but the reconstruction of Ukraine will bring investment and economic opportunities that are already being talked about. The question is: which companies could benefit the most? Will construction companies like $DG (-1,14 %) and $HOT (-0,41 %) , machine manufacturers such as $CAT (-2,49 %) or energy companies like $ENR (-4,05 %) get the biggest contracts? Who do you think could play a central role in this reconstruction project?