← All themes

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
1576
Belpointe Asset Management
Belpointe Asset Management
Nevada
$19.6M +$2.16M 11 0.64% Increased
1577
HVIA
Hudson Valley Investment Advisors
New York
$19.6M -$2.07M 5 2.38% Reduced
1578
PCA
Providence Capital Advisors
North Carolina
$19.6M -$1.54M 5 2.97% Reduced
1579
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$19.5M -$102M 2 0.34% Reduced
1580
GCM
Genus Capital Management
British Columbia, Canada
$19.5M -$908K 7 1.92% Reduced
1581
SC
Settian Capital
New York
$19.4M $0 1 12.49% Maintained
1582
ECM
Engine Capital Management
New York
$19.4M +$25.7M 1 1.89% New
1583
ERP
Eldred Rock Partners
Texas
$19.4M +$1.08M 1 4.17% Increased
1584
JWBC
J.W. Burns & Co
New York
$19.4M -$84.7K 4 2.02% Reduced
1585
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$19.4M -$2.05M 8 6.45% Reduced
1586
MCCP
Mission Creek Capital Partners
California
$19.4M +$1.99M 3 3.41% Increased
1587
1CM
1492 Capital Management
Wisconsin
$19.3M -$1.58M 5 5.71% Reduced
1588
TCM
Tributary Capital Management
Nebraska
$19.3M +$2.51M 3 1.59% Increased
1589
Modera Wealth Management
Modera Wealth Management
New Jersey
$19.3M +$264K 7 0.21% Increased
1590
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$19.3M -$642K 6 0.68% Reduced
1591
CCM
Candelo Capital Management
New York
$19.3M -$1.38M 3 11.9% Reduced
1592
TIS
Titan Investment Solutions
$19.3M +$17.5M 2 2.16% Increased
1593
LSA
Liberty Street Advisors
New York
$19.2M $0 1 3.78% Maintained
1594
AFR
Applied Fundamental Research
Massachusetts
$19.2M +$1.29M 1 22.68% Increased
1595
CCP
Clifford Capital Partners
Utah
$19.2M -$1.16M 1 2.64% Reduced
1596
SNS Financial Group
SNS Financial Group
Minnesota
$19.1M +$12.7M 11 0.37% Increased
1597
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$19.1M +$23.7K 5 0.83% Increased
1598
SG
StoneX Group
New York
$19.1M -$1.1M 11 0.77% Reduced
1599
AI
AdvisorShares Investments
Maryland
$19.1M -$616K 8 2.3% Reduced
1600
PS
Pennant Select
New Jersey
$19.1M $0 1 8.47% Maintained