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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
5351
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$164K -$470K 1 0.01% Reduced
5352
WA
Walsh & Associates
Florida
$160K -$33.2K 2 0.16% Reduced
5353
GRIM
Greenhaven Road Investment Management
Connecticut
$160K $0 1 0.11% Maintained
5354
TM
Torren Management
California
$157K -$1.48M 24 0.08% Reduced
5355
KFGG
Keystone Financial Group (Georgia)
Georgia
$156K -$6.75K 2 0.08% Reduced
5356
DMKJ
David M. Knott Jr
$155K $0 3 0.09% Maintained
5357
EPAM
Euro Pacific Asset Management
Puerto Rico
$154K +$4.18K 1 0.02% Increased
5358
EA
Evergreen Advisors
Tennessee
$150K +$147K 2 0.04% New
5359
CFM
Cornerstone Financial Management
Massachusetts
$149K +$21.9K 26 0.14% Increased
5360
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$149K $0 3 0.04% Maintained
5361
MTC
Matrix Trust Company
Colorado
$148K +$16.4K 7 0.02% Increased
5362
PCM
Pavaki Capital Management
Colorado
$147K $0 1 0.06% Maintained
5363
PP
Paladin Partners
Wisconsin
$147K $0 1 0.11% Maintained
5364
WA
Whipplewood Advisors
Colorado
$147K +$145K 16 0.08% Increased
5365
1IA
1620 Investment Advisors
Massachusetts
$146K -$3.46K 5 0.1% Reduced
5366
BIM
Breakwater Investment Management
Washington
$146K -$9.6K 8 0.05% Reduced
5367
KB
Kimelman & Baird
New York
$144K +$16.6K 2 0.01% Increased
5368
BHWM
Bay Harbor Wealth Management
Maryland
$143K +$43.8K 36 0.04% Increased
5369
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$139K $0 1 0.01% Maintained
5370
NWMP
Noble Wealth Management PBC
Colorado
$139K -$39.3K 3 0.07% Reduced
5371
PWM
Proathlete Wealth Management
Florida
$138K +$2.81K 3 0.04% Increased
5372
NL
NKCFO LLC
Illinois
$138K -$4.26M 1 0.04% Reduced
5373
MAM
Marquette Asset Management
Minnesota
$137K +$9.22K 11 0.02% Increased
5374
MPW
Melone Private Wealth
Michigan
$135K +$160K 1 0.06% New
5375
AI
Atomic Invest
New York
$133K +$61K 3 0.06% Increased