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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
851
AIM
Atlantic Investment Management
New York
$27M +$4.65M 1 12.33% Increased
852
Fiduciary Trust
Fiduciary Trust
Massachusetts
$26.9M +$162K 8 0.45% Increased
853
LIM
Leavell Investment Management
Alabama
$26.9M -$1.3M 8 1.71% Reduced
854
EWA
Evolution Wealth Advisors
Florida
$26.9M -$166K 1 5.4% Reduced
855
Eastern Bank
Eastern Bank
Massachusetts
$26.8M -$57.5K 4 1.22% Reduced
856
GCP
GSA Capital Partners
United Kingdom
$26.7M +$227K 22 2.25% Increased
857
PFC
Phocas Financial Corp
California
$26.7M -$4.79M 3 3.53% Reduced
858
AHC
Adell Harriman & Carpenter
Texas
$26.6M +$663K 3 2.46% Increased
859
IAN
Integrated Advisors Network
Texas
$26.6M -$2.18M 3 1.5% Reduced
860
NIP
Norwood Investment Partners
California
$26.6M +$790K 1 18.3% Increased
861
MC
Muhlenkamp & Co
Pennsylvania
$26.4M +$288K 3 8.64% Increased
862
SI
Symmetry Investments
Jersey
$26.4M +$16.7M 5 1.91% Increased
863
TW
Transform Wealth
Colorado
$26.3M +$781K 5 2.57% Increased
864
SIG
Senator Investment Group
New York
$26.1M $0 1 1.12% Maintained
865
CM
Crestline Management
Texas
$26.1M +$3.39M 2 2.22% Increased
866
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$26.1M -$644K 2 1.16% Reduced
867
Welch Group
Welch Group
Alabama
$26M +$669K 8 1.4% Increased
868
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$26M -$811K 32 0.87% Reduced
869
FSCM
First Sabrepoint Capital Management
Texas
$26M -$6.96M 2 8.55% Reduced
870
TCTC Holdings
TCTC Holdings
Texas
$25.9M +$25K 8 0.94% Increased
871
PRCP
Pacific Ridge Capital Partners
Oregon
$25.9M +$2.26M 7 5.25% Increased
872
MSR
Main Street Research
Connecticut
$25.8M +$371K 2 2.07% Increased
873
STB
S&T Bank
Pennsylvania
$25.7M -$1.14M 2 4.75% Reduced
874
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$25.7M $0 1 1.01% Maintained
875
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$25.6M +$253K 14 0.65% Increased