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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
1851
KIA
Knollwood Investment Advisory
Maryland
$13.7M $0 6 1.22% Maintained
1852
AMG National Trust Bank
AMG National Trust Bank
Colorado
$13.7M -$3.18M 9 0.28% Reduced
1853
UB
Umpqua Bank
Oregon
$13.7M +$71.3K 3 3.06% Increased
1854
SCM
Sage Capital Management
New Jersey
$13.6M +$271K 4 5.33% Increased
1855
OLA
Oliver Luxxe Assets
New Jersey
$13.6M +$492K 5 2% Increased
1856
PFBT
Parkside Financial Bank & Trust
Missouri
$13.6M +$388K 53 0.93% Increased
1857
GJWM
Gilliland Jeter Wealth Management
Arkansas
$13.6M +$318 2 3.56% Increased
1858
RGC
Redwood Grove Capital
California
$13.6M +$12.7M 3 3.45% Increased
1859
EFIC
Eliot Finkel Investment Counsel
California
$13.6M -$43.4K 1 6.36% Reduced
1860
First Merchants Corp
First Merchants Corp
Indiana
$13.6M +$475K 3 0.48% Increased
1861
BWP
Balboa Wealth Partners
Arizona
$13.6M -$1.55M 7 1.85% Reduced
1862
RLH
RD Lewis Holdings
Florida
$13.6M +$753K 7 10.03% Increased
1863
SWA
Stratos Wealth Advisors
Ohio
$13.5M +$665K 8 0.74% Increased
1864
FRM
Fox Run Management
Connecticut
$13.5M -$1.98M 16 2.24% Reduced
1865
HIA
Harbor Investment Advisory
Maryland
$13.5M +$155K 24 0.94% Increased
1866
KHLMTHM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$13.5M $0 1 1.67% Maintained
1867
VAG
VisionPoint Advisory Group
Texas
$13.5M -$2.27M 8 2.2% Reduced
1868
AEPWM
Atlantic Edge Private Wealth Management
Florida
$13.5M -$307K 8 2.75% Reduced
1869
AR
Advisory Research
Illinois
$13.5M -$478K 5 1.34% Reduced
1870
CCFM
Clear Creek Financial Management
Washington
$13.5M +$1.94M 13 0.86% Increased
1871
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$13.4M -$644K 10 0.2% Reduced
1872
TCM
Tieton Capital Management
Washington
$13.4M -$349K 2 3.85% Reduced
1873
QM
QVIDTVM Management
Texas
$13.4M +$1.09M 2 17.48% Increased
1874
MAM
Mystic Asset Management
Rhode Island
$13.4M -$229K 2 2.86% Reduced
1875
PT
Plimoth Trust
Massachusetts
$13.4M -$221K 2 2.67% Reduced