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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
1626
PC
Pelham Capital
United Kingdom
$18.3M -$7.77M 2 10.41% Reduced
1627
TD Private Client Wealth
TD Private Client Wealth
New York
$18.3M -$2.16M 34 0.34% Reduced
1628
CBOR
Community Bank of Raymore
Missouri
$18.2M $0 2 10.73% Maintained
1629
SC
SMA Capital
New York
$18.2M -$6.58M 3 7.65% Reduced
1630
TPA
Trivium Point Advisory
Connecticut
$18.2M +$1.89M 5 1.65% Increased
1631
TWM
TLW Wealth Management
Florida
$18.2M -$401K 2 10.28% Reduced
1632
IFWM
Institute for Wealth Management
Colorado
$18.1M -$725K 24 1.6% Reduced
1633
OWIM
Old West Investment Management
California
$18.1M +$10.9M 2 1.92% Increased
1634
MAM
Milestone Asset Management
Pennsylvania
$18.1M +$9.78M 6 2.84% Increased
1635
MMPW
Mitchell McLeod Pugh & Williams
Alabama
$18M +$160K 6 2.21% Increased
1636
RPC
Rossmore Private Capital
Connecticut
$18M +$428K 5 1.46% Increased
1637
AP
Appleton Partners
Massachusetts
$18M +$13.8K 5 1.1% Increased
1638
FWP
FAS Wealth Partners
Kansas
$18M +$436K 7 0.94% Increased
1639
CWP
Curated Wealth Partners
California
$18M -$746K 4 2.08% Reduced
1640
GCM
Gunderson Capital Management
South Carolina
$17.9M -$18.9K 2 4.83% Reduced
1641
SC
Slow Capital
California
$17.8M -$2.3M 2 2.08% Reduced
1642
JSC
Jackson Square Capital
California
$17.8M +$457K 3 2.48% Increased
1643
CA
Cumberland Advisors
Florida
$17.8M -$1.04M 2 6.28% Reduced
1644
Avior Wealth Management
Avior Wealth Management
Nebraska
$17.8M -$3.43M 11 0.47% Reduced
1645
FAT
First American Trust
California
$17.8M -$1.43M 2 1.07% Reduced
1646
NG
Norden Group
Utah
$17.8M -$1.28M 14 1.46% Reduced
1647
ACM
Argyle Capital Management
Pennsylvania
$17.7M -$243K 3 5.11% Reduced
1648
CIM
Cambria Investment Management
California
$17.7M -$2.66M 16 0.88% Reduced
1649
TF
Trek Financial
Arizona
$17.7M +$5.86M 7 0.88% Increased
1650
GCM
Gables Capital Management
Florida
$17.7M -$183K 6 6.39% Reduced