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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
2076
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$107K -$317K 4 0.14% Reduced
2077
TCM
Trafelet Capital Management
New York
$106K +$115K 1 0.1% New
2078
NCMG
NCM Capital Management Group
North Carolina
$105K -$5.67K 2 1.28% Reduced
2079
GTP
Global Thematic Partners
New York
$104K -$6 1 0% Reduced
2080
WI
Wintrust Investments
Illinois
$99K +$421K 1 0.19% New
2081
HA
Havens Advisors
New York
$97K -$2.8M 1 0.07% Reduced
2082
KLWA
Kelly Lawrence W & Associates
California
$97K -$16K 2 0.02% Reduced
2083
ACM
Armbruster Capital Management
New York
$95K -$3.75K 2 0.06% Reduced
2084
LWM
Lenox Wealth Management
Ohio
$90K -$4.12K 3 0.07% Reduced
2085
Brookfield Corp
Brookfield Corp
Ontario, Canada
$89K +$44.2K 1 0% Increased
2086
Empyrean Capital Partners
Empyrean Capital Partners
California
$88K -$5.89M 1 0% Reduced
2087
Old Mission Capital
Old Mission Capital
Illinois
$88K -$3.2M 1 0.01% Reduced
2088
PCTC
Perkins Coie Trust Company
Washington
$88K $0 2 0.06% Maintained
2089
AA
Apriem Advisors
California
$87K +$9.55K 4 0.03% Increased
2090
PCP
Proficio Capital Partners
Massachusetts
$87K +$50K 15 0.05% Increased
2091
GBT
Grove Bank & Trust
Florida
$86K -$47.7K 1 0.08% Reduced
2092
Balentine LLC
Balentine LLC
Georgia
$81K +$239 4 0.02% Increased
2093
SP
Steelhead Partners
Washington
$80K $0 1 0.01% Maintained
2094
IF
IRON Financial
Illinois
$79K +$85.7K 1 0.1% New
2095
3C
361 Capital
Colorado
$75K +$94 1 1.12% Increased
2096
EWM
Edge Wealth Management
New York
$70K +$40.6K 5 0.03% Increased
2097
VCM
Vigilant Capital Management
Maine
$70K $0 2 0.01% Maintained
2098
PIM
Parasol Investment Management
Illinois
$69K $0 2 0.07% Maintained
2099
CFN
Cordasco Financial Network
Florida
$68K $0 1 0.08% Maintained
2100
Gradient Investments
Gradient Investments
Minnesota
$68K -$7.52K 4 0.01% Reduced