← 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
OA
Outfitter Advisors
Virginia
$1.86M +$536K 2 0.74% Increased
1577
CC
Cognios Capital
Kansas
$1.86M +$1.75M 1 1.11% New
1578
KCMRT
Kemper Corp Master Retirement Trust
Illinois
$1.83M -$171K 1 0.66% Reduced
1579
MCA
Metropolitan Capital Advisors
New York
$1.83M +$878K 1 1.95% Increased
1580
KCM
Kames Capital Management
United Kingdom
$1.83M -$187K 1 0.06% Reduced
1581
CCM
Crossvault Capital Management
Texas
$1.83M +$1.72M 1 1.76% New
1582
BTNA
Bremer Trust National Association
Minnesota
$1.83M -$3.62M 3 0.69% Reduced
1583
Calamos Wealth Management
Calamos Wealth Management
Illinois
$1.82M -$1.81M 2 0.56% Reduced
1584
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$1.82M +$1.73M 3 1.35% New
1585
ITIM
Indiana Trust & Investment Management
Indiana
$1.8M -$55.5K 3 1.02% Reduced
1586
RG
Renaissance Group
Kentucky
$1.78M +$271K 3 0.07% Increased
1587
AH
Allen Holding
New York
$1.78M $0 1 0.39% Maintained
1588
YP
Yellowstone Partners
Idaho
$1.78M +$1.58M 3 1.15% New
1589
PRHC
P.R. Herzig & Co
New York
$1.77M +$962K 1 2.19% Increased
1590
WCM
Weik Capital Management
Pennsylvania
$1.77M $0 2 1.09% Maintained
1591
Perigon Wealth Management
Perigon Wealth Management
California
$1.77M +$1.66M 1 0.98% New
1592
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.75M +$1.65M 1 0.33% New
1593
SFPIA
Stevens First Principles Investment Advisors
California
$1.75M -$13.9K 2 1.04% Reduced
1594
CIBC World Markets
CIBC World Markets
New York
$1.74M +$1.64M 1 0.86% New
1595
NGA
Naples Global Advisors
Florida
$1.74M +$1.63M 3 1.16% New
1596
QIM
Quest Investment Management
Oregon
$1.74M -$137 4 0.15% Reduced
1597
CCM
Condor Capital Management
New Jersey
$1.74M -$43.5K 2 0.55% Reduced
1598
HMS
Hanseatic Management Services
New Mexico
$1.72M +$478K 2 1.09% Increased
1599
TI
Trigran Investments
Illinois
$1.72M +$1.61M 1 0.76% New
1600
MA
Marshwinds Advisory
Georgia
$1.71M +$31.9K 2 0.9% Increased