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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
1676
TC
TwinBeech Capital
New York
$17.1M -$10.2M 9 3.1% Reduced
1677
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC.
New York
$17.1M -$7.91M 1 0.48% Reduced
1678
MA
Mezzasalma Advisors
New Jersey
$17M +$2.24M 3 3.42% Increased
1679
TAMH
Taikang Asset Management (HK)
Hong Kong
$17M -$5.01M 3 1.55% Reduced
1680
AFWM
AMJ Financial Wealth Management
Virginia
$17M $0 2 4.01% Maintained
1681
BPIM
Brant Point Investment Management
New York
$17M +$2.57M 6 2.09% Increased
1682
HAIM
Hunter Associates Investment Management
Pennsylvania
$17M -$1.09M 9 1.96% Reduced
1683
P
Paradiem
Louisiana
$16.9M -$7.37M 1 3.65% Reduced
1684
BL
BFSG LLC
California
$16.9M +$1.75M 15 1.5% Increased
1685
TSS
Two Sigma Securities
New York
$16.9M +$2.69M 25 1.46% Increased
1686
ANRF
Adams Natural Resources Fund
Maryland
$16.9M -$1.26M 3 2.22% Reduced
1687
EW
Elyxium Wealth
California
$16.9M +$8.17M 6 1.77% Increased
1688
Local Pensions Partnership Investment
Local Pensions Partnership Investment
United Kingdom
$16.8M +$16.5M 1 0.35% New
1689
CSNH
Crow's Nest Holdings
Virginia
$16.8M -$11.1M 1 5.09% Reduced
1690
FMI
Frec Markets Inc
California
$16.8M +$6.76M 16 1.51% Increased
1691
Alpha Wave Global
Alpha Wave Global
New York
$16.8M -$4.98M 1 0.27% Reduced
1692
WAM
Wallington Asset Management
Indiana
$16.8M +$147K 2 2.06% Increased
1693
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$16.7M -$424K 4 0.24% Reduced
1694
RB
Rodgers Brothers
Pennsylvania
$16.7M -$665K 4 1.62% Reduced
1695
Wolverine Asset Management
Wolverine Asset Management
Illinois
$16.7M -$2.25M 13 0.15% Reduced
1696
GCM
GKV Capital Management
California
$16.6M +$434K 5 5.37% Increased
1697
Apella Capital
Apella Capital
Connecticut
$16.6M +$885K 11 0.23% Increased
1698
Procyon Advisors
Procyon Advisors
Connecticut
$16.6M +$1.11M 6 0.72% Increased
1699
BA
Bellwether Advisors
Nebraska
$16.6M -$9.73M 5 2.46% Reduced
1700
SFO
Stenger Family Office
Illinois
$16.6M -$128K 2 2.63% Reduced