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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
THCM
Tipp Hill Capital Management
New York
$198K +$221K 1 0.21% New
2027
AFG
Albion Financial Group
Utah
$195K +$5.41K 1 0.03% Increased
2028
KCPG
Kavar Capital Partners Group
Kansas
$193K -$515K 4 0.12% Reduced
2029
SMG
Spectrum Management Group
Indiana
$189K +$56.3K 1 0.07% Increased
2030
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$186K +$33.5K 12 0.11% Increased
2031
WIC
Woodmont Investment Counsel
Tennessee
$186K -$9K 5 0.05% Reduced
2032
AIA
Allegis Investment Advisors
Idaho
$185K +$191K 13 0.1% New
2033
GBT
Grove Bank & Trust
Florida
$183K +$195K 4 0.16% New
2034
WRM
Westport Resources Management
Connecticut
$181K -$190K 3 0.05% Reduced
2035
BAM
Berkshire Asset Management
Pennsylvania
$180K $0 1 0.03% Maintained
2036
YP
Yellowstone Partners
Idaho
$180K -$349K 1 0.08% Reduced
2037
HAIM
Hunter Associates Investment Management
Pennsylvania
$178K -$24.5K 1 0.08% Reduced
2038
WA
WealthTrust-Arizona
Arizona
$177K +$11.1K 6 0.11% Increased
2039
Pentwater Capital Management
Pentwater Capital Management
Florida
$171K -$1.3M 1 0% Reduced
2040
GAM
Gemmer Asset Management
California
$163K -$103K 17 0.1% Reduced
2041
MIC
MU Investments Company
Japan
$163K -$195K 1 0.1% Reduced
2042
WDL
Well Done LLC
Michigan
$161K +$183K 1 0.06% New
2043
JIC
Joel Isaacson & Co
New York
$158K +$3.49K 5 0.04% Increased
2044
TCM
Tanaka Capital Management
New York
$157K +$12.8K 2 0.34% Increased
2045
1CM
1492 Capital Management
Wisconsin
$156K -$680K 1 0.11% Reduced
2046
PIC
Portland Investment Counsel
Ontario, Canada
$156K +$183K 1 0.33% New
2047
AWM
AllSquare Wealth Management
New York
$154K -$10.1K 2 0.16% Reduced
2048
CCS
Crosspoint Capital Strategies
California
$154K -$2.16M 4 0.04% Reduced
2049
MFBTD
MB Financial Bank - Trust Department
Illinois
$152K -$6.84K 3 0.02% Reduced
2050
VCAM
Valentine Capital Asset Management
California
$149K -$33.4K 1 0.17% Reduced