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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
2051
FHA
Flagship Harbor Advisors
Massachusetts
$11M -$229K 11 0.42% Reduced
2052
CP
Cumberland Partners
Ontario, Canada
$11M +$34.9K 4 0.72% Increased
2053
CT
Clearstead Trust
Maine
$11M +$2.82M 19 1.44% Increased
2054
SCP
Stamos Capital Partners
California
$11M -$1.27M 3 1.69% Reduced
2055
BAM
Ballast Asset Management
Texas
$11M -$94.5K 2 4.39% Reduced
2056
SCM
Sirios Capital Management
Massachusetts
$11M +$2.46M 1 1.34% Increased
2057
HBK Investments
HBK Investments
Texas
$11M -$12.8M 2 0.11% Reduced
2058
I
INVST
Indiana
$11M +$138K 5 1.07% Increased
2059
FTEA
Forty-three Eighteen Advisors
Arkansas
$10.9M -$1.8M 2 7.36% Reduced
2060
CFM
Compass Financial Management
Florida
$10.9M +$10.6M 17 1.32% New
2061
FNA
First National Advisers
Nebraska
$10.9M -$575K 7 1.53% Reduced
2062
IWA
IBEX Wealth Advisors
New Jersey
$10.9M -$447K 2 0.86% Reduced
2063
AWM
Angeles Wealth Management
California
$10.9M +$314K 8 0.5% Increased
2064
RSA
River Street Advisors
Illinois
$10.9M +$63.7K 4 3.22% Increased
2065
ST
Sentinel Trust
Texas
$10.9M $0 1 0.97% Maintained
2066
SIG
Sargent Investment Group
Maryland
$10.9M +$495K 6 1.31% Increased
2067
TA
Teton Advisors
New York
$10.9M -$589K 6 6.3% Reduced
2068
CWA
Consilium Wealth Advisory
Texas
$10.9M +$1.2M 4 3.23% Increased
2069
GCM
GeoSphere Capital Management
Florida
$10.9M +$4.9M 1 3.56% Increased
2070
TC
TownSquare Capital
Utah
$10.9M -$121K 5 2% Reduced
2071
DJSG
D.J. St. Germain
Massachusetts
$10.9M +$87.6K 11 0.39% Increased
2072
BOH
Bank of Hawaii
Hawaii
$10.9M -$552K 3 0.54% Reduced
2073
HNB
Hilltop National Bank
Wyoming
$10.9M -$30.6K 13 2.32% Reduced
2074
SSCM
Seven Six Capital Management
New York
$10.8M +$143K 3 9.89% Increased
2075
CCA
Checchi Capital Advisers
California
$10.8M -$390K 9 0.49% Reduced