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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
3076
DCM
Delta Capital Management
New Jersey
$226K +$201K 1 0.14% New
3077
TI
Telemetry Investments
New York
$226K +$207K 1 0.26% New
3078
AGM
Alpine Global Management
New York
$225K +$92.6K 1 0.02% Increased
3079
BO
Bank OZK
Arkansas
$225K +$197K 1 0.1% New
3080
CMBA
C.M. Bidwell & Associates
Hawaii
$225K +$24.9K 4 0.16% Increased
3081
FMC
Financial Management Concepts
Florida
$225K +$201K 1 0.2% New
3082
ST
Somerset Trust
Pennsylvania
$225K -$218K 1 0.1% Reduced
3083
AC
Alley Company
Illinois
$224K -$65.6K 1 0.04% Reduced
3084
CCM
Crossvault Capital Management
Texas
$224K -$131K 1 0.08% Reduced
3085
PCM
Pointe Capital Management
Michigan
$224K +$197K 1 0.16% New
3086
TFF
The Family Firm
Maryland
$224K -$35.5K 1 0.06% Reduced
3087
WIC
Water Island Capital
New York
$224K -$3.75M 1 0.01% Reduced
3088
GIC
GFI Investment Counsel
Ontario, Canada
$223K +$222K 1 0.04% New
3089
PWP
Personal Wealth Partners
Minnesota
$223K +$199K 1 0.1% New
3090
CCM
Canal Capital Management
Virginia
$222K +$199K 1 0.08% New
3091
AFM
Abbot Financial Management
Massachusetts
$220K +$197K 1 0.1% New
3092
CWA
Capital Wealth Alliance
Arizona
$220K +$194K 1 0.15% New
3093
RWP
Ridgecrest Wealth Partners
California
$220K +$197K 1 0.21% New
3094
MCP
Mirador Capital Partners
California
$219K +$196K 1 0.06% New
3095
BIP
Blueprint Investment Partners
North Carolina
$218K +$195K 1 0.17% New
3096
DWMG
DB Wealth Management Group
California
$217K +$37.1K 3 0.15% Increased
3097
MFS
Mirabella Financial Services
United Kingdom
$217K +$190K 1 0.07% New
3098
HFP
Holistic Financial Partners
Indiana
$216K +$29K 1 0.14% Increased
3099
FC
Fulcrum Capital
Washington
$215K +$192K 1 0.06% New
3100
PAM
Peak Asset Management
Colorado
$215K +$189K 1 0.05% New