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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
1301
FCM
Fourpath Capital Management
Oklahoma
$29M -$92.5K 4 3.81% Reduced
1302
ANBT
American National Bank & Trust
Texas
$28.9M -$422K 8 2.47% Reduced
1303
CA
Cullinan Associates
Kentucky
$28.9M -$2.17M 3 2.18% Reduced
1304
CC
Conversant Capital
New Jersey
$28.7M -$15.6M 1 3.37% Reduced
1305
KI
Keystone Investors
Singapore
$28.7M +$27.8M 3 1.54% New
1306
IWN
Independent Wealth Network
Iowa
$28.7M +$332K 2 7.3% Increased
1307
AHC
Anderson Hoagland & Co
Missouri
$28.6M -$8.19M 3 2.24% Reduced
1308
Private Management Group
Private Management Group
California
$28.6M -$398K 3 0.75% Reduced
1309
HW
Hedeker Wealth
Illinois
$28.6M -$125K 3 5.46% Reduced
1310
WIM
WealthPlan Investment Management
Nebraska
$28.6M -$1.31M 5 1.42% Reduced
1311
BWM
BNC Wealth Management
Oregon
$28.5M +$289K 3 6.89% Increased
1312
GAM
Griffin Asset Management
New York
$28.4M -$351K 7 2.99% Reduced
1313
CCM
Cinctive Capital Management
New York
$28.3M +$10.2M 5 1.04% Increased
1314
AGAM
Avalon Global Asset Management
California
$28.3M +$23.8M 1 3.09% New
1315
CTA
Colonial Trust Advisors
South Carolina
$28.3M -$245K 12 1.97% Reduced
1316
SWP
Strategic Wealth Partners
Ohio
$28.2M +$902K 23 1.75% Increased
1317
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$28.2M -$1.31M 3 1.17% Reduced
1318
Cohen & Steers
Cohen & Steers
New York
$28.2M +$9.58M 6 0.04% Increased
1319
SCA
Summit Creek Advisors
Minnesota
$28M -$16.8M 4 9.54% Reduced
1320
RF
Robbins Farley
New Hampshire
$28M -$1.08M 5 10.75% Reduced
1321
AIM
Allen Investment Management
New York
$28M -$34.2K 4 0.33% Reduced
1322
LHC
Lodge Hill Capital
New York
$27.9M -$8.17M 1 4.68% Reduced
1323
TFA
Transamerica Financial Advisors
Florida
$27.9M -$10.2M 34 2.36% Reduced
1324
Welch & Forbes
Welch & Forbes
Massachusetts
$27.8M +$1.57M 5 0.34% Increased
1325
DGM
Delta Global Management
New York
$27.8M +$20.6M 6 3.02% Increased