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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
5601
NFG
Northeast Financial Group
Pennsylvania
$0 -$786K 0 – Closed
5602
NM
NWI Management
New York
$0 -$19.8M 0 – Closed
5603
OBC
Oakum Bay Capital
Connecticut
$0 -$9.22K 0 – Closed
5604
OCM
Olstein Capital Management
New York
$0 -$3.49M 0 – Closed
5605
OGC
One68 Global Capital
New York
$0 -$258K 0 – Closed
5606
PCP
Pacific Capital Partners
$0 -$6.5M 0 – Closed
5607
PCM
Palestra Capital Management
New York
$0 -$84.2M 0 – Closed
5608
PCMU
Paragon Capital Management (Utah)
Utah
$0 -$1.64M 0 – Closed
5609
PAS
Parsonex Advisory Services
Colorado
$0 -$315K 0 – Closed
5610
PC
Permanens Capital
New York
$0 -$723K 0 – Closed
5611
PPWM
PFG Private Wealth Management
Florida
$0 -$570K 0 – Closed
5612
PFO
Pioneer Family Office
Florida
$0 -$30.4K 0 – Closed
5613
PIM
Provident Investment Management
Michigan
$0 -$218K 0 – Closed
5614
QAM
Q3 Asset Management
Michigan
$0 -$3.95M 0 – Closed
5615
QWM
QP Wealth Management
New Jersey
$0 -$1.15M 0 – Closed
5616
QC
Quantedge Capital
Singapore
$0 -$382K 0 – Closed
5617
QA
Quattro Advisors
Pennsylvania
$0 -$111K 0 – Closed
5618
RWM
Rezny Wealth Management
Florida
$0 -$3.29M 0 – Closed
5619
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$0 -$164M 0 – Closed
5620
RCA
Runnymede Capital Advisors
Ohio
$0 -$1.68M 0 – Closed
5621
SCM
Scopia Capital Management
New York
$0 -$7.33M 0 – Closed
5622
SC
Seldon Capital
California
$0 -$221K 0 – Closed
5623
SWM
Selective Wealth Management
Virginia
$0 -$247K 0 – Closed
5624
SIM
Sentry Investment Management
Wisconsin
$0 -$1.62M 0 – Closed
5625
SP
Sherman Porfolios
Idaho
$0 -$42.5M 0 – Closed