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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
1701
SVWAG
Sound View Wealth Advisors Group
Georgia
$16.6M +$22.4K 8 1.03% Increased
1702
MIM
Manitou Investment Management
Ontario, Canada
$16.5M +$15.2M 2 3.07% Increased
1703
AA
Ancient Art
Texas
$16.4M $0 1 3.36% Maintained
1704
CFA
Churchill Financial Advisors
Kentucky
$16.4M $0 2 3.16% Maintained
1705
FFL
Future Fund LLC
Illinois
$16.4M +$1.57M 5 4.7% Increased
1706
LM
Lincluden Management
Ontario, Canada
$16.4M +$2.54M 2 1.61% Increased
1707
FA
Fiduciary Alliance
South Carolina
$16.3M -$4.76M 8 1.1% Reduced
1708
FG
Foresight Group
United Kingdom
$16.3M +$14.8M 4 2.93% Increased
1709
WAM
Weatherly Asset Management
California
$16.3M +$193K 2 1.16% Increased
1710
LCM
Landscape Capital Management
New Jersey
$16.3M -$3.94M 13 1.06% Reduced
1711
GWMI
Guardian Wealth Management (Illinois)
Illinois
$16.2M -$16.3M 4 7.97% Reduced
1712
FRA
Frank Rimerman Advisors
California
$16.2M +$1.69M 14 0.92% Increased
1713
FDS
First Dallas Securities
Texas
$16.2M -$2.48M 5 5.35% Reduced
1714
SFG
Stonebridge Financial Group
California
$16.1M +$15M 4 2.24% New
1715
NIP
Norwood Investment Partners
California
$16.1M +$449K 2 22.26% Increased
1716
CPBTD
Central Pacific Bank - Trust Division
Hawaii
$16.1M +$1.13M 15 1.64% Increased
1717
MPIA
Mountain Pacific Investment Advisers
Idaho
$16.1M -$749K 3 2.54% Reduced
1718
AF
Advisornet Financial
Minnesota
$16.1M +$11.3K 30 0.73% Increased
1719
NRCM
Northern Right Capital Management
Connecticut
$16.1M -$912K 1 4.77% Reduced
1720
MAMA
Myriad Asset Management Advisors
Florida
$16M +$1.09M 4 3.78% Increased
1721
DWP
Destiny Wealth Partners
Florida
$16M -$1.59M 4 2.26% Reduced
1722
LOIM
Liberty One Investment Management
Illinois
$16M -$2.75M 3 1.6% Reduced
1723
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$16M -$693K 2 0.26% Reduced
1724
KFBMI
Kentucky Farm Bureau Mutual Insurance
Kentucky
$16M $0 1 4.43% Maintained
1725
FFP
FourThought Financial Partners
Florida
$16M +$721K 7 1.23% Increased