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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
751
KIM
Kestrel Investment Management
California
$13.9M +$4.02M 3 8.01% Increased
752
AWM
Absher Wealth Management
North Carolina
$13.8M -$2.9M 1 3.33% Reduced
753
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$13.8M +$1.48M 6 1.41% Increased
754
TU
TDAM USA
Ontario, Canada
$13.8M -$613K 4 0.95% Reduced
755
AW
ACG Wealth
Georgia
$13.7M -$846K 5 2.06% Reduced
756
FWC
First Washington Corp
Washington
$13.7M $0 4 8.21% Maintained
757
Veritable
Veritable
Delaware
$13.6M +$325K 9 0.27% Increased
758
ANI
American National Insurance
Texas
$13.6M +$219K 5 0.65% Increased
759
Kestra Advisory Services
Kestra Advisory Services
Texas
$13.5M +$11.9M 10 0.25% New
760
CAM
Crown Advisors Management
California
$13.5M $0 3 8.76% Maintained
761
ETrade Capital Management
ETrade Capital Management
Virginia
$13.5M +$396K 13 0.25% Increased
762
Harvest Fund Management
Harvest Fund Management
China
$13.4M +$565K 10 1.11% Increased
763
IA
Icon Advisers
Colorado
$13.4M $0 6 2.62% Maintained
764
MPIA
Mountain Pacific Investment Advisers
Idaho
$13.2M -$330K 2 1.09% Reduced
765
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$13.2M -$203K 8 0.52% Reduced
766
GIA
GHP Investment Advisors
Colorado
$13.2M +$373K 4 1.49% Increased
767
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$13.2M +$541K 8 0.81% Increased
768
BUB
BBVA USA Bancshares
Texas
$13.1M +$625K 3 0.75% Increased
769
WCA
Windsor Creek Advisors
Vermont
$13.1M +$3.02M 6 3.71% Increased
770
NWM
Nicola Wealth Management
British Columbia, Canada
$13.1M -$13.7M 2 1.86% Reduced
771
PRCP
Pacific Ridge Capital Partners
Oregon
$13M -$436K 6 3.7% Reduced
772
Jones Financial Companies
Jones Financial Companies
Missouri
$13M -$667K 3 0.03% Reduced
773
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$13M +$13.3M 3 0.77% New
774
WRM
Weybosset Research & Management
Rhode Island
$12.8M -$130K 2 7.04% Reduced
775
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$12.6M +$2.37M 2 0.61% Increased