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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
1651
JWM
JPL Wealth Management
Colorado
$17.7M -$594K 34 3.51% Reduced
1652
TYCC
Texas Yale Capital Corp
Florida
$17.7M +$29.3K 7 0.38% Increased
1653
HCI
Harraden Circle Investments
New York
$17.6M +$13.5M 1 2.25% New
1654
HP
Highlander Partners
Texas
$17.6M +$4.04M 2 5.91% Increased
1655
SIM
Stratos Investment Management
Ohio
$17.6M +$109K 6 0.64% Increased
1656
SAMT
Select Asset Management & Trust
Pennsylvania
$17.6M -$1.66M 4 5.07% Reduced
1657
GWM
GDS Wealth Management
Texas
$17.6M +$3.96M 4 0.84% Increased
1658
CWM
Cornerstone Wealth Management
Missouri
$17.5M +$1.21M 7 0.75% Increased
1659
WC
Winmill & Co
New Hampshire
$17.5M $0 1 3.87% Maintained
1660
AHB
Abner Herrman & Brock
New Jersey
$17.4M +$818K 4 1.65% Increased
1661
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$17.4M +$10.1M 3 0.56% Increased
1662
FIM
Fruth Investment Management
Texas
$17.3M +$126K 6 4.12% Increased
1663
CPCM
Cardinal Point Capital Management
Ontario, Canada
$17.3M +$151K 4 0.98% Increased
1664
PI
Pennant Investors
New Jersey
$17.3M $0 1 5.17% Maintained
1665
CEI
Clark Estates Inc
New York
$17.3M +$2.17M 1 3.99% Increased
1666
HPC
Highland Peak Capital
Connecticut
$17.3M +$16.2M 1 5.04% New
1667
FPGK
Financial Partners Group (Kansas)
Kansas
$17.3M +$59.6K 6 1.75% Increased
1668
CFLC
California First Leasing Corp
California
$17.3M $0 1 3.67% Maintained
1669
SWASL
Spartan Wealth Advisory Services LLC
Michigan
$17.3M +$1.04M 3 1.41% Increased
1670
1SB
1ST Source Bank
Indiana
$17.3M -$1.38M 4 0.78% Reduced
1671
DSC
Duncker Streett & Co
Missouri
$17.2M +$1.58M 8 2.92% Increased
1672
IHL
Investment House LLC
California
$17.2M -$584K 3 0.78% Reduced
1673
RMAM
Raab & Moskowitz Asset Management
New Jersey
$17.2M -$33.7K 3 3.46% Reduced
1674
FDS
Freedom Day Solutions
Texas
$17.2M -$2.39M 3 3.79% Reduced
1675
FFG
Fortem Financial Group
California
$17.1M +$746K 6 3.49% Increased