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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
JIC
Joel Isaacson & Co
New York
$150K +$340 4 0.04% Increased
2027
MCM
MV Capital Management
Maryland
$149K -$37.1K 3 0.07% Reduced
2028
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$145K +$18K 13 0.09% Increased
2029
MFBTD
MB Financial Bank - Trust Department
Illinois
$142K -$23.3K 4 0.02% Reduced
2030
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$141K +$158K 5 0.04% New
2031
PAI
Pittenger & Anderson Inc
Nebraska
$140K -$2.99M 4 0.02% Reduced
2032
AI
ArchPoint Investors
Florida
$137K -$204K 1 0.1% Reduced
2033
TCM
Tanaka Capital Management
New York
$135K +$145K 1 0.34% New
2034
HSA
Hussman Strategic Advisors
Maryland
$131K $0 1 0.02% Maintained
2035
Krilogy Financial
Krilogy Financial
Missouri
$131K +$150K 4 0.06% New
2036
VIA
Vantage Investment Advisors
Pennsylvania
$131K +$4.86K 4 0.07% Increased
2037
RCG
Ruggie Capital Group
Florida
$129K -$6K 4 0.12% Reduced
2038
SMG
Spectrum Management Group
Indiana
$129K +$151K 1 0.07% New
2039
LS
Lupo Securities
Illinois
$126K -$67.5K 3 0.95% Reduced
2040
SGAM
Smith Group Asset Management
Texas
$126K -$528K 2 0% Reduced
2041
Allworth Financial
Allworth Financial
California
$122K $0 7 0.04% Maintained
2042
MCA
Mercer Capital Advisers
New Jersey
$122K -$11K 3 0.11% Reduced
2043
Avior Wealth Management
Avior Wealth Management
Nebraska
$120K +$55.5K 6 0.07% Increased
2044
GWS
Glassman Wealth Services
Virginia
$113K -$7K 7 0.1% Reduced
2045
PM
Parametrica Management
Hong Kong
$110K +$140K 1 0.69% New
2046
GTP
Global Thematic Partners
New York
$109K $0 1 0% Maintained
2047
MCF Advisors
MCF Advisors
Kentucky
$107K +$4.63K 3 0.03% Increased
2048
SCP
Syntal Capital Partners
Texas
$104K +$440 2 0.15% Increased
2049
NCMG
NCM Capital Management Group
North Carolina
$99K $0 2 1.23% Maintained
2050
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$99K -$1.69M 1 0.01% Reduced