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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
1726
Kentucky Farm Bureau Mutual Insurance
Kentucky Farm Bureau Mutual Insurance
Kentucky
$16M $0 1 4.43% Maintained
1727
FourThought Financial Partners
FourThought Financial Partners
Florida
$16M +$721K 7 1.23% Increased
1728
Ramirez Asset Management
Ramirez Asset Management
New York
$16M -$9.18M 7 1.66% Reduced
1729
HCA
Hyperion Capital Advisors
New York
$16M +$6.16M 2 7.2% Increased
1730
Anchor Investment Management
Anchor Investment Management
South Carolina
$16M -$221K 25 1.2% Reduced
1731
Verus Capital Partners
Verus Capital Partners
Arizona
$15.9M +$54.6K 14 0.86% Increased
1732
Patton Fund Management
Patton Fund Management
Texas
$15.9M -$5.75M 4 3.45% Reduced
1733
HCR Wealth Advisors
HCR Wealth Advisors
California
$15.9M +$270K 4 1.42% Increased
1734
Aristotle Capital Boston
Aristotle Capital Boston
Massachusetts
$15.9M -$3.11M 2 1.06% Reduced
1735
Blue Grotto Capital
Blue Grotto Capital
Georgia
$15.9M -$49.8M 1 1.32% Reduced
1736
SFG
SageGuard Financial Group
Tennessee
$15.9M -$370K 1 2.23% Reduced
1737
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$15.8M +$60.6K 6 0.58% Increased
1738
Radnor Capital Management
Radnor Capital Management
Pennsylvania
$15.8M -$4.44M 6 2.22% Reduced
1739
Centaurus Financial
Centaurus Financial
California
$15.8M +$321K 11 0.61% Increased
1740
L. Roy Papp & Associates
L. Roy Papp & Associates
Arizona
$15.8M +$76.2K 5 1.66% Increased
1741
Isthmus Partners
Isthmus Partners
Wisconsin
$15.8M +$315K 7 1.52% Increased
1742
MMBG Investment Advisors
MMBG Investment Advisors
Florida
$15.7M +$3.52M 3 1.25% Increased
1743
DSG Capital Advisors
DSG Capital Advisors
Minnesota
$15.7M +$2.22M 3 2.23% Increased
1744
Hayek Kallen Investment Management
Hayek Kallen Investment Management
Alabama
$15.7M -$180K 2 4.76% Reduced
1745
Irenic Capital Management
Irenic Capital Management
New York
$15.7M +$5.29M 1 0.75% Increased
1746
Robotti Robert
Robotti Robert
$15.7M +$5.57M 3 2.53% Increased
1747
PK
Pflug Koory
Nebraska
$15.6M +$8.68K 5 6.25% Increased
1748
Third View Private Wealth
Third View Private Wealth
Connecticut
$15.6M +$1.16M 10 1.91% Increased
1749
Williamson Legacy Group
Williamson Legacy Group
Indiana
$15.6M +$6.32M 5 7.72% Increased
1750
Webster Bank
Webster Bank
Connecticut
$15.5M -$544K 12 1.35% Reduced