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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
1801
FI
Firetrail Investments
Australia
$14.6M -$348K 1 4.11% Reduced
1802
FG
Formula Growth
Quebec, Canada
$14.5M -$346K 7 5.1% Reduced
1803
AlphaCore Capital
AlphaCore Capital
California
$14.5M +$4.53M 18 0.27% Increased
1804
BG
BDF Gestion
France
$14.5M -$1.61M 5 1.94% Reduced
1805
FAB
First American Bank
Illinois
$14.4M +$1.67M 5 0.81% Increased
1806
OL
one8zero8 LLC
North Carolina
$14.4M -$317K 4 2.85% Reduced
1807
Forum Financial Management
Forum Financial Management
Illinois
$14.4M +$475K 5 0.18% Increased
1808
NW
Naviter Wealth
Arkansas
$14.3M +$2.32M 5 1.3% Increased
1809
CWP
Cyndeo Wealth Partners
Florida
$14.3M +$5.05K 4 0.68% Increased
1810
BHWA
Beacon Harbor Wealth Advisors
Virginia
$14.3M +$3.6M 2 2.79% Increased
1811
ZDA
Zweig-DiMenna Associates
New York
$14.3M +$2.94M 1 1.3% Increased
1812
PF
Prosperitas Financial
California
$14.3M -$822K 3 4.57% Reduced
1813
AWC
Abundance Wealth Counselors
Pennsylvania
$14.3M +$5.42M 7 0.93% Increased
1814
NHT
New Hampshire Trust
New Hampshire
$14.3M +$7.29K 5 2.69% Increased
1815
FDP
Financiere des Professionnels
Quebec, Canada
$14.3M -$3.08M 4 0.8% Reduced
1816
CCM
Consolidated Capital Management
California
$14.2M +$40.4K 1 3.79% Increased
1817
Loews Corp
Loews Corp
New York
$14.2M -$9.75M 1 0.11% Reduced
1818
IAIM
International Assets Investment Management
Florida
$14.2M -$72.6K 28 0.85% Reduced
1819
BRWA
B. Riley Wealth Advisors
Florida
$14.1M -$209K 7 0.76% Reduced
1820
AI
Atom Investors
Texas
$14.1M +$5.71M 10 1.25% Increased
1821
SOW
State of Wyoming
Wyoming
$14.1M -$10.3M 34 1.42% Reduced
1822
CCAM
Capelight Capital Asset Management
New York
$14.1M +$815K 1 6.75% Increased
1823
PWG
Portside Wealth Group
Utah
$14M -$2.1M 13 1.64% Reduced
1824
ACM
Alta Capital Management
Utah
$14M -$719K 2 1.05% Reduced
1825
CT
Coastline Trust
Rhode Island
$14M +$375K 6 1.24% Increased