← All themes

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
1751
MCC
Money Concepts Capital
Florida
$15.5M -$1.08M 6 0.72% Reduced
1752
CSC
Caldwell Sutter Capital
California
$15.5M -$104K 14 5.84% Reduced
1753
MFAM
Motley Fool Asset Management
Virginia
$15.5M -$1.82M 6 0.6% Reduced
1754
BNP Paribas
BNP Paribas
France
$15.5M -$23.6M 5 0.42% Reduced
1755
NL
NWAM LLC
Washington
$15.5M +$5.56M 7 0.77% Increased
1756
RWM
Rockline Wealth Management
New York
$15.4M +$1.63M 3 2.96% Increased
1757
SOAMC
Spirit of America Management Corp
New York
$15.4M $0 2 2.91% Maintained
1758
KCG
Kinsale Capital Group
Virginia
$15.4M +$1.21M 1 2.05% Increased
1759
SIA
Soltis Investment Advisors
Utah
$15.4M +$474K 8 0.86% Increased
1760
MIM
Miller Investment Management
Pennsylvania
$15.4M -$420K 2 1.41% Reduced
1761
CFD
Creative Financial Designs
Indiana
$15.4M +$1.67M 26 0.73% Increased
1762
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.4M -$1.82M 11 0.51% Reduced
1763
IA
Icon Advisers
Colorado
$15.3M +$9.14M 8 2.88% Increased
1764
ACG
Allen Capital Group
Nebraska
$15.3M +$27.4K 5 1.24% Increased
1765
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$15.3M -$490K 3 0.32% Reduced
1766
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$15.3M -$324K 7 0.25% Reduced
1767
PTC
Private Trust Company
Ohio
$15.2M +$568K 35 1.22% Increased
1768
SA
Sycale Advisors
New York
$15.2M -$393K 1 4.67% Reduced
1769
TNBTD
Trustmark National Bank Trust Department
Mississippi
$15.2M -$34.9K 6 0.9% Reduced
1770
ACM
Aubrey Capital Management
United Kingdom
$15.2M -$285K 4 9.51% Reduced
1771
UIC
Uniplan Investment Counsel
Wisconsin
$15.1M +$1.37M 2 1.42% Increased
1772
FP
FFG Partners
Florida
$15.1M +$12.5M 1 4.3% New
1773
AC
Asio Capital
Kentucky
$15.1M -$962K 4 1.94% Reduced
1774
BCFD
Boit C.F. David
$15.1M -$2.02M 1 6.36% Reduced
1775
QI
Qtron Investments
Massachusetts
$15.1M -$2.98M 16 2.02% Reduced