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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
1451
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$23.7M +$1.94M 9 0.17% Increased
1452
BCM
Brasada Capital Management
Texas
$23.7M -$1.07M 3 4.24% Reduced
1453
PAA
Peregrine Asset Advisers
Oregon
$23.6M -$4.78M 4 5.11% Reduced
1454
PIWA
Prevail Innovative Wealth Advisors
Kansas
$23.5M +$3.75M 7 3.51% Increased
1455
GC
Globeflex Capital
California
$23.5M -$407K 13 3.01% Reduced
1456
PFS
Physicians Financial Services
North Carolina
$23.5M -$120K 2 5.87% Reduced
1457
WG
Wealth Group
North Carolina
$23.5M +$13.8M 2 5.87% Increased
1458
VF
Virtu Financial
New York
$23.5M -$7.53M 17 0.74% Reduced
1459
CCM
Cohen Capital Management
California
$23.4M $0 4 3.19% Maintained
1460
CHCM
Columbus Hill Capital Management
New Jersey
$23.4M $0 2 2.28% Maintained
1461
WAM
Winslow Asset Management
Ohio
$23.4M +$123K 3 4.07% Increased
1462
ACM
Alight Capital Management
New York
$23.3M +$11.5M 3 3.28% Increased
1463
DWT
Dorsey & Whitney Trust
South Dakota
$23.3M -$350K 16 1.14% Reduced
1464
HBCM
Heron Bay Capital Management
Michigan
$23.3M +$2.99K 2 2.11% Increased
1465
PWP
Principle Wealth Partners
Connecticut
$23.3M -$622K 4 1.15% Reduced
1466
RFG Advisory
RFG Advisory
Alabama
$23.2M -$1.31M 8 0.36% Reduced
1467
COA
Crown Oak Advisors
California
$23.2M +$1.5M 2 10.78% Increased
1468
SAM
Synergy Asset Management
Washington
$23.1M +$18.3M 3 2.18% Increased
1469
CNBT
Canandaigua National Bank & Trust
New York
$23.1M +$19.8M 7 1.95% New
1470
Bahl & Gaynor
Bahl & Gaynor
Ohio
$23.1M -$12.3M 5 0.11% Reduced
1471
MAM
MWA Asset Management
Massachusetts
$23.1M -$162K 4 10.43% Reduced
1472
IIM
Ipswich Investment Management
Massachusetts
$23M -$21.5K 5 4.86% Reduced
1473
71 West Capital Partners
71 West Capital Partners
Massachusetts
$23M +$2.86M 9 0.8% Increased
1474
WP
Wealthspan Partners
Iowa
$23M -$13.8K 3 7.24% Reduced
1475
MIA
MainStreet Investment Advisors
Illinois
$22.9M -$1.92M 5 3.12% Reduced