Some saavy Investment firms are watching the peripheral closely and investing in the companies that are JV-ing to produce their thousands of acres of leasehold.
Your list could include real estate (both commercial and residential), as far as mutual funds go....there are all kinds with O&G related focus to some extent. There are even Catholic mutual funds that only invest in companies that exhibit the four cardinal virtues.
Of course there are other ways to invest in this growthspurt, and if you are talking about throwing down serious $$$ for a nice internal rate of return... buy up some of downtown Pittsburgh!