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Infrastructure & Construction

Infrastructure covers the roads, bridges, ports, pipes, and public buildings everything else runs on, funded in long political cycles rather than by the market. Aggregates, cement, and engineering capacity are the usual constraints.

127 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2751
VCP
Varenne Capital Partners
France
$5.52M +$333K 1 0.91% Increased
2752
HCM
HMS Capital Management
Tennessee
$5.51M -$517K 5 2.06% Reduced
2753
BAM
Bastion Asset Management
Canada
$5.51M -$8.06M 2 1.87% Reduced
2754
RIP
Reliant Investment Partners
North Carolina
$5.49M +$167K 6 3.74% Increased
2755
HDA
Harold Davidson & Associates
California
$5.49M +$538K 3 2.38% Increased
2756
TCM
Turas Capital Management
Massachusetts
$5.49M -$9.86M 4 2.52% Reduced
2757
NF
Nvest Financial
New Hampshire
$5.49M +$110K 4 1.73% Increased
2758
CV
Counterweight Ventures
North Carolina
$5.48M -$261K 2 2.73% Reduced
2759
CAL
Capital Advisors Ltd
Ohio
$5.48M +$298K 23 0.55% Increased
2760
MCI
MRP Capital Investments
Georgia
$5.47M -$2.09M 3 4.03% Reduced
2761
EFM
Eley Financial Management
Vermont
$5.45M -$19.6K 2 1.76% Reduced
2762
SAM
Soviero Asset Management
New York
$5.45M +$2.9M 1 2.29% Increased
2763
CP
Canopy Partners
Ohio
$5.44M +$56.3K 5 1.64% Increased
2764
QOP
Quinn Opportunity Partners
Virginia
$5.44M -$1.24M 3 0.25% Reduced
2765
BFO
Biltmore Family Office
North Carolina
$5.44M -$771K 1 0.71% Reduced
2766
EIA
Eldridge Investment Advisors
New Hampshire
$5.44M -$22.8K 1 1.08% Reduced
2767
PWA
Pitcairn Wealth Advisors
Pennsylvania
$5.43M -$569K 6 0.59% Reduced
2768
DFG
Demars Financial Group
Washington
$5.42M +$5.29M 1 1.5% New
2769
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$5.4M -$32M 5 0.01% Reduced
2770
TAM
Tabor Asset Management
New York
$5.4M +$4.47M 1 1.65% New
2771
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.39M +$88.5K 4 0.52% Increased
2772
MHP
Manatuck Hill Partners
Connecticut
$5.39M -$6.43M 3 1.79% Reduced
2773
NG
Novem Group
New York
$5.39M -$366K 6 0.55% Reduced
2774
EIP
Essential Investment Partners
Colorado
$5.36M -$122K 4 4.31% Reduced
2775
GC
Gould Capital
Washington
$5.35M -$2.04M 3 2.98% Reduced