← 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
1901
EP
Edgestream Partners
New Jersey
$408K -$211K 1 0.36% Reduced
1902
BSWMG
Barrington Strategic Wealth Management Group
Illinois
$406K -$2.99K 1 0.26% Reduced
1903
GPC
Glacier Peak Capital
Washington
$400K -$1.73M 1 0.22% Reduced
1904
YP
Yellowstone Partners
Idaho
$399K -$1.39M 1 0.23% Reduced
1905
AIM
Aspen Investment Management
Michigan
$398K -$720K 1 0.33% Reduced
1906
HIC
Harvey Investment Company
Kentucky
$398K $0 1 0.1% Maintained
1907
PHS
Pekin Hardy Strauss
Illinois
$398K +$63.7K 1 0.07% Increased
1908
VC
Vicus Capital
Pennsylvania
$393K +$106 1 0.13% Increased
1909
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$392K +$62K 1 0.04% Increased
1910
SOAMC
Spirit of America Management Corp
New York
$392K $0 2 0.12% Maintained
1911
SC
SRB Corp
Massachusetts
$392K +$412K 3 0.06% New
1912
EAM
Evanson Asset Management
California
$391K $0 1 0.16% Maintained
1913
AAM
Auxier Asset Management
Oregon
$390K $0 1 0.08% Maintained
1914
JIP
Jaffetilchin Investment Partners
Florida
$390K -$406K 1 0.14% Reduced
1915
VF
Virtu Financial
New York
$389K -$76K 1 0.04% Reduced
1916
SCA
Stonebridge Capital Advisors
Minnesota
$387K -$2.21M 1 0.17% Reduced
1917
YCM
Yorkville Capital Management
New York
$386K $0 1 0.22% Maintained
1918
FNBSF
First National Bank Sioux Falls
South Dakota
$383K $0 3 1.04% Maintained
1919
Accredited Investors
Accredited Investors
Minnesota
$382K +$85K 1 0.12% Increased
1920
CFA
Carroll Financial Associates
North Carolina
$382K -$93.9K 10 0.12% Reduced
1921
MBE
Michael B. Elefante
$377K -$304K 1 0.16% Reduced
1922
AAA
Alpine Associates Advisors
New Jersey
$373K -$13.9M 1 0.24% Reduced
1923
DWT
Dorsey & Whitney Trust
South Dakota
$372K $0 1 0.1% Maintained
1924
CFA
Camarda Financial Advisors
Florida
$367K +$58.8K 2 0.25% Increased
1925
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$367K +$2.85K 1 0.19% Increased