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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
2101
HIS
Harvest Investment Services
Illinois
$10.4M +$6.78M 4 1.61% Increased
2102
PAM
Pegasus Asset Management
New York
$10.4M +$24.6K 1 2.97% Increased
2103
FCT
First Community Trust
Iowa
$10.4M +$401K 2 4.7% Increased
2104
CAM
CPA Asset Management
Florida
$10.4M -$683K 2 3% Reduced
2105
KJHP
K.J. Harrison & Partners
Ontario, Canada
$10.4M -$2.55M 6 1.47% Reduced
2106
HEIP
Hudson Edge Investment Partners
New Jersey
$10.4M -$1.48M 3 1.42% Reduced
2107
MCM
MV Capital Management
Maryland
$10.4M -$464K 27 0.92% Reduced
2108
BC
Bruce & Co
Illinois
$10.4M $0 1 2.81% Maintained
2109
ZEP
Zeno Equity Partners
United Kingdom
$10.4M +$10.1M 1 3.85% New
2110
WR
WD Rutherford
Oregon
$10.4M -$70.4K 3 3.75% Reduced
2111
CK
Cohen Klingenstein
New York
$10.4M +$207K 3 0.3% Increased
2112
CFP
Catalyst Financial Partners
Massachusetts
$10.3M +$365K 9 1.03% Increased
2113
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$10.3M +$8.52M 1 0.41% New
2114
JWA
JFS Wealth Advisors
Pennsylvania
$10.3M -$108K 46 0.51% Reduced
2115
WFC
Western Financial Corp
California
$10.3M +$251K 3 3.01% Increased
2116
JF
Jericho Financial
Ohio
$10.3M +$84.3K 1 5.32% Increased
2117
GFP
Gryphon Financial Partners
Ohio
$10.3M +$1.12M 7 0.91% Increased
2118
LGT Fund Management
LGT Fund Management
Liechtenstein
$10.3M -$5.91M 3 0.43% Reduced
2119
PWS
Proactive Wealth Strategies
Georgia
$10.2M +$980K 3 1.64% Increased
2120
TWM
Thryve Wealth Management
Texas
$10.2M +$604K 1 5.72% Increased
2121
CT
Colonial Trust
South Carolina
$10.2M +$471K 18 1.29% Increased
2122
SIM
Studio Investment Management
Illinois
$10.2M -$1.2M 2 1.73% Reduced
2123
1WM
1900 Wealth Management
Texas
$10.2M +$1.94M 7 0.57% Increased
2124
ACM
Aster Capital Management
United Arab Emirates
$10.2M +$6.13M 22 2.16% Increased
2125
PIA
Prakash Investment Advisors
Massachusetts
$10.2M +$967K 4 5.83% Increased