← 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
2926
FNBSF
First National Bank Sioux Falls
South Dakota
$4.71M $0 2 1.29% Maintained
2927
GFG
Goldstone Financial Group
Illinois
$4.7M +$267K 4 0.43% Increased
2928
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$4.69M -$1.41M 1 0.16% Reduced
2929
BPW
Bingham Private Wealth
California
$4.69M -$231K 6 3.23% Reduced
2930
SAI
Systematic Alpha Investments
New Jersey
$4.67M -$963K 5 0.13% Reduced
2931
BB
Burford Brothers
Texas
$4.67M +$87.5K 2 1.71% Increased
2932
LIA
LBMC Investment Advisors
Tennessee
$4.67M -$6.59K 4 0.25% Reduced
2933
OC
Opal Capital
Florida
$4.67M -$1.13M 1 0.83% Reduced
2934
SMBT
Southern Michigan Bank & Trust
Michigan
$4.66M +$1.39M 8 1.66% Increased
2935
GG
Gleason Group
Kentucky
$4.65M +$67.5K 11 0.41% Increased
2936
CNC
Citizens & Northern Corp
Pennsylvania
$4.65M -$563K 2 1.06% Reduced
2937
IRP
Investment Research Partners
Pennsylvania
$4.65M +$407K 8 1.57% Increased
2938
LK
Lumbard & Kellner
New Hampshire
$4.65M +$710K 1 1.41% Increased
2939
EFG
Elm3 Financial Group
Georgia
$4.64M +$318K 5 3.18% Increased
2940
IPW
Impact Partnership Wealth
Georgia
$4.63M +$1.99M 5 0.45% Increased
2941
PWW
Pettyjohn Wood & White
Virginia
$4.63M +$32K 2 0.67% Increased
2942
IFS
Ifrah Financial Services
Arkansas
$4.62M -$471K 5 1.13% Reduced
2943
SFC
SYM Financial Corp
Indiana
$4.62M -$413K 7 0.37% Reduced
2944
PAG
Private Advisory Group
Washington
$4.62M +$990K 4 0.25% Increased
2945
MCG
McCollum Christoferson Group
New York
$4.62M +$2.93M 2 1.35% Increased
2946
RWFS
Rayburn West Financial Services
Tennessee
$4.6M +$23.2K 2 2.54% Increased
2947
SFG
Sovereign Financial Group
Connecticut
$4.6M +$525K 6 0.7% Increased
2948
IPW
IronBridge Private Wealth
Texas
$4.6M -$129K 1 1.51% Reduced
2949
WDC
Woodward Diversified Capital
California
$4.6M -$1.16M 4 2.03% Reduced
2950
MFG
Monte Financial Group
Connecticut
$4.6M +$366K 3 1.47% Increased