Railway stocks and the broader market fell on Thursday after the Railway Budget. But the budget’s highlights, which include higher capex spending for next year, investment in new freight corridors, a sharp increase in electrifi cation, and new projects for logistics and cold storage signal the focus on infrastructure remains intact. ET Markets picks the winning stocks from this year’s Rail Budget:Positive for KEC International, Kalpataru Power Transmission, Siemens, AlstomPositive for L&T, KEC International, Kalindee Rail NirmanPositive for Concor & GatewayPositive for BHEL, BEMLPositive for D-Link, Smart LinkPositive for ZicomPositive for Sahyadri Ind, Stone IndiaPositive for L&T, HCC, NCC, Gammon India, Simplex InfrastructurePositive for Snowman LogisticsPositive for Gateway Distriparks, Concor & Navkar Corp