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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
2026
PCI
Planning Center Inc
Illinois
$11.3M +$143K 3 1.07% Increased
2027
JC
JBF Capital
Colorado
$11.3M +$762K 3 1.48% Increased
2028
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$11.3M -$1.2M 5 0.24% Reduced
2029
MIM
Meixler Investment Management
Arizona
$11.3M +$364K 4 6.22% Increased
2030
AP
Advisors Preferred
Maryland
$11.2M +$837K 3 1.74% Increased
2031
CF
CNA Financial
Illinois
$11.2M -$7.5M 1 4.7% Reduced
2032
JB Capital
JB Capital
Connecticut
$11.2M +$4.94M 4 0.39% Increased
2033
PP
PDS Planning
Ohio
$11.2M +$835K 12 0.65% Increased
2034
BCM
Blume Capital Management
California
$11.2M +$93.4K 4 1.64% Increased
2035
KWM
Keebeck Wealth Management
Illinois
$11.2M -$2.95M 14 1.09% Reduced
2036
KCL
KR Capital LP
New York
$11.2M -$17.9M 3 1.11% Reduced
2037
PWA
Providence Wealth Advisors
Illinois
$11.2M -$132K 2 6.59% Reduced
2038
AMG
Asset Management Group
Connecticut
$11.2M -$698K 2 1.64% Reduced
2039
TW
TritonPoint Wealth
Maryland
$11.2M -$332K 4 1.1% Reduced
2040
PH
Pinnacle Holdings
Oklahoma
$11.2M -$374K 1 3.44% Reduced
2041
ZBNA
Zions Bancorporation, National Association
Utah
$11.2M +$1.99M 35 0.67% Increased
2042
CI
Cigna Investments
Connecticut
$11.2M +$1.1M 12 1.44% Increased
2043
FWM
Finer Wealth Management
Massachusetts
$11.1M -$202K 2 4.98% Reduced
2044
BIA
Beacon Investment Advisors
Maryland
$11.1M -$337 2 3.49% Reduced
2045
TSWM
Triangle Securities Wealth Management
North Carolina
$11.1M -$197K 3 2.21% Reduced
2046
TPI
Trust Point Inc
Wisconsin
$11.1M -$38.5M 12 0.94% Reduced
2047
BMC
Beaton Management Company
Massachusetts
$11.1M +$136K 4 4.52% Increased
2048
AU
AlphaGrep UK
$11.1M -$1.38M 26 3.3% Reduced
2049
GWP
Gen-Wealth Partners
Michigan
$11.1M +$494K 14 3.08% Increased
2050
Aviso Financial
Aviso Financial
Ontario, Canada
$11.1M -$1.22M 6 0.38% Reduced