← All themes

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
2776
AA
AlphaMark Advisors
Kentucky
$32K $0 3 0.01% Maintained
2777
CCM
Cribstone Capital Management
Maine
$32K -$261K 3 0.03% Reduced
2778
AIC
Ayalon Insurance Company
Israel
$29K -$5.86K 1 0.02% Reduced
2779
OAMA
Oslo Asset Management AS
Norway
$29K $0 1 0.12% Maintained
2780
VAIA
Virtus Alternative Investment Advisers
Connecticut
$28K +$27.1K 3 0.42% New
2781
FMP
Financial Management Professionals
Texas
$24K +$18.9K 2 0.01% Increased
2782
BRC
Bell Rock Capital
Delaware
$23K +$279 1 0.02% Increased
2783
VCS
Vaughan & Co Securities
New Jersey
$22.2K +$20.9K 1 0.02% New
2784
DMK
David M. Knott
$22K $0 2 0.01% Maintained
2785
LS
Leelyn Smith
Illinois
$22K +$20.8K 2 0.01% New
2786
WB
West Bancorporation
Iowa
$22K +$21.7K 2 0.02% New
2787
EP
Elkhorn Partners
Nebraska
$21K -$233K 1 0.01% Reduced
2788
EML
Eos Management LP
New York
$21K $0 1 0.01% Maintained
2789
JAM
JCIC Asset Management
Ontario, Canada
$21K -$4K 1 0.01% Reduced
2790
PCFFS
Pacific Center for Financial Services
California
$20K -$1.26K 3 0.01% Reduced
2791
HF
Halpern Financial
Virginia
$18.8K +$17.7K 1 0.01% New
2792
OAJ
Ogorek Anthony Joseph
New York
$18K +$6.18K 2 0.01% Increased
2793
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$18K +$17.3K 1 0.02% New
2794
GIC
Gantzert Investment Company
Illinois
$17K $0 1 0.02% Maintained
2795
SA
SRH Advisors
Kansas
$17K $0 2 0.05% Maintained
2796
IWP
IAG Wealth Partners
Wisconsin
$16K +$12.3K 5 0.01% New
2797
TIM
Tortoise Investment Management
New York
$16K -$3.56K 3 0% Reduced
2798
JWM
Janiczek Wealth Management
Colorado
$15K -$1K 1 0.01% Reduced
2799
CIA
Cascade Investment Advisors
Oregon
$14.8K -$648K 1 0.01% Reduced
2800
Close Asset Management
Close Asset Management
United Kingdom
$13K $0 1 0% Maintained