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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
2901
Maverick Capital
Maverick Capital
Texas
$0 -$882K 0 – Closed
2902
MAG
Millrace Asset Group
Pennsylvania
$0 -$1.89M 0 – Closed
2903
MIM
Monashee Investment Management
Massachusetts
$0 -$1.56M 0 – Closed
2904
MWM
MorganRosel Wealth Management
Colorado
$0 -$693K 0 – Closed
2905
MCM
Mork Capital Management
California
$0 -$1.3M 0 – Closed
2906
NCM
Nelson Capital Management
California
$0 -$131K 0 – Closed
2907
NCM
New Capital Management
Texas
$0 $0 1 0% Maintained
2908
NR
Newfound Research
Massachusetts
$0 -$46 4 0% Reduced
2909
NPP
New Potomac Partners
Maryland
$0 -$2K 0 – Closed
2910
NCM
Next Capital Management
New York
$0 -$6K 0 – Closed
2911
NM
Nokota Management
New York
$0 -$16.7M 0 – Closed
2912
NAM
North American Management
Massachusetts
$0 -$201K 0 – Closed
2913
OFS
Orrstown Financial Services
Pennsylvania
$0 -$49K 0 – Closed
2914
PGM
Parian Global Management
New York
$0 -$8.13M 0 – Closed
2915
PAS
Partnervest Advisory Services
California
$0 -$230K 0 – Closed
2916
PFM
Patton Fund Management
Texas
$0 -$2.19M 0 – Closed
2917
PC
Port Capital
Illinois
$0 -$448K 0 – Closed
2918
PCM
Price Capital Management
Louisiana
$0 -$2.5M 0 – Closed
2919
PWP
Private Wealth Partners
California
$0 -$637K 0 – Closed
2920
PG
Proffitt & Goodson
Tennessee
$0 $0 1 0% Maintained
2921
QI
Qtron Investments
Massachusetts
$0 -$315K 0 – Closed
2922
QFA
Quattro Financial Advisors
Texas
$0 -$5M 0 – Closed
2923
RC
Roubaix Capital
Colorado
$0 -$4.48M 0 – Closed
2924
RFWA
RPg Family Wealth Advisory
Massachusetts
$0 -$1.23M 0 – Closed
2925
RI
Rudd International
Florida
$0 -$203K 0 – Closed