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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
2776
EM
Excalibur Management
Massachusetts
$518K $0 1 0.23% Maintained
2777
NAM
Nexpoint Asset Management
Texas
$518K $0 1 0.11% Maintained
2778
SFG
Sowa Financial Group
Rhode Island
$517K $0 1 0.38% Maintained
2779
KIG
Kowal Investment Group
Wisconsin
$515K +$299K 2 0.19% Increased
2780
ZCM
Zebra Capital Management
Connecticut
$515K -$259K 2 0.6% Reduced
2781
Sageworth Trust
Sageworth Trust
Pennsylvania
$514K +$312K 10 0.04% Increased
2782
Mather Group
Mather Group
Illinois
$508K +$9.7K 1 0.01% Increased
2783
VFPI
Vantage Financial Partners (Illinois)
Illinois
$508K +$235K 2 0.28% Increased
2784
SKK
Shepherd Kaplan Krochuk
Massachusetts
$507K $0 2 0.18% Maintained
2785
BCM
Barometer Capital Management
Ontario, Canada
$507K -$21.2M 1 0.1% Reduced
2786
MI
Markston International
New York
$506K -$6.01M 2 0.31% Reduced
2787
PFA
Pinnacle Family Advisors
Missouri
$503K +$529K 2 0.22% New
2788
AWM
Aevitas Wealth Management
Massachusetts
$501K +$365 1 0.32% Increased
2789
AAM
Autus Asset Management
Arizona
$501K -$90.9K 1 0.05% Reduced
2790
RIM
Regent Investment Management
Kentucky
$501K $0 1 0.12% Maintained
2791
SFO
Standard Family Office
South Dakota
$501K +$122K 7 0.1% Increased
2792
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$500K -$85.3M 2 0.01% Reduced
2793
HCP
Holt Capital Partners
Texas
$497K $0 2 0.1% Maintained
2794
Whitebox Advisors
Whitebox Advisors
Minnesota
$494K $0 1 0.01% Maintained
2795
GB
Goepper Burkhardt
South Carolina
$492K $0 1 0.31% Maintained
2796
SIC
Shoker Investment Counsel
Ohio
$492K -$408K 2 0.25% Reduced
2797
SFP
Shepherd Financial Partners
Massachusetts
$487K $0 1 0.09% Maintained
2798
JEST
JTC Employer Solutions Trustee
Jersey
$486K +$505K 3 0.07% New
2799
OR
Olympiad Research
Connecticut
$485K +$492K 2 0.17% New
2800
WA1
Wimmer Associates 1
California
$485K $0 1 0.28% Maintained