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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
2951
RIM
Redwood Investment Management
Arizona
$4.59M +$79.5K 3 0.46% Increased
2952
FC
FACT Capital
New York
$4.59M +$5.07M 2 2.58% New
2953
GC
Gibson Capital
Pennsylvania
$4.58M +$183K 2 0.75% Increased
2954
FCFC
First Citizens Financial Corp
Iowa
$4.58M -$485K 5 1.92% Reduced
2955
EA
Enclave Advisors
Texas
$4.58M +$192K 3 0.58% Increased
2956
CAM
Clark Asset Management
New Hampshire
$4.58M +$51.9K 3 0.36% Increased
2957
KFA
Kelleher Financial Advisors
New York
$4.58M +$2.01M 11 0.65% Increased
2958
North Star Asset Management
North Star Asset Management
Wisconsin
$4.58M +$128K 4 0.18% Increased
2959
AI
Arvest Investments
Arkansas
$4.57M +$307K 2 0.55% Increased
2960
WWM
Whalen Wealth Management
Nevada
$4.56M -$10.2K 6 2.05% Reduced
2961
GPA
Guerra Pan Advisors
New Jersey
$4.56M -$389K 2 2.55% Reduced
2962
SF
Sun Financial
Utah
$4.56M -$697K 4 2.15% Reduced
2963
CCA
Conservest Capital Advisors
Pennsylvania
$4.55M +$1.35M 3 0.36% Increased
2964
KWMG
King Wealth Management Group
Florida
$4.54M +$301K 3 0.5% Increased
2965
SII
Silchester International Investors
United Kingdom
$4.54M $0 1 7.31% Maintained
2966
HTI
Hikari Tsushin Inc
Japan
$4.53M -$304K 1 0.3% Reduced
2967
WTG
West Tower Group
Virginia
$4.53M +$667K 4 12.73% Increased
2968
PP
Patron Partners
Texas
$4.53M +$721K 4 1.74% Increased
2969
DFG
Dupree Financial Group
Kentucky
$4.52M +$4.09M 2 1.7% Increased
2970
CFS
CRA Financial Services
New Jersey
$4.52M +$23K 2 0.52% Increased
2971
TFP
Tilia Fiduciary Partners
North Carolina
$4.52M +$197K 4 2.14% Increased
2972
AIC
Allodium Investment Consultants
Minnesota
$4.52M +$2.95M 2 1.92% Increased
2973
VIM
VELA Investment Management
Ohio
$4.51M +$293K 2 0.98% Increased
2974
SAM
Sawgrass Asset Management
Florida
$4.51M +$372K 5 0.6% Increased
2975
BMC
Benin Management Corp
Connecticut
$4.51M -$21.3K 3 0.91% Reduced