← All themes

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
PIM
Parasol Investment Management
Illinois
$31K +$30K 4 0.02% New
2102
Corvex Management
Corvex Management
New York
$29K -$62.4M 1 0% Reduced
2103
FMA
FNY Managed Accounts
New York
$29K +$23.8K 1 0.04% New
2104
WCM
Wealthcare Capital Management
Virginia
$29K +$171 1 0% Increased
2105
ST
Somerset Trust
Pennsylvania
$28K +$26.4K 1 0.02% New
2106
ZTNA
Zions Trust National Association
Utah
$27K +$10.6K 2 0.04% Increased
2107
RWM
Raffa Wealth Management
District of Columbia
$26.2K +$22K 10 0.02% New
2108
PTA
Pear Tree Advisors
Massachusetts
$26K $0 1 0.03% Maintained
2109
FI
FCM Investments
Texas
$23K $0 1 0.01% Maintained
2110
FMP
Financial Management Professionals
Texas
$23K $0 1 0.02% Maintained
2111
JAM
JCIC Asset Management
Ontario, Canada
$23K $0 1 0% Maintained
2112
CLM
ClearBridge LLC (Maryland)
Maryland
$20K $0 1 0% Maintained
2113
TCM
TD Capital Management
Tennessee
$19K $0 1 0% Maintained
2114
WF
WealthTrust Fairport
Ohio
$19K -$4.75M 1 0% Reduced
2115
EMA
Efficient Market Advisors
California
$18K $0 1 0.01% Maintained
2116
DMK
David M. Knott
$17.7K $0 1 0% Maintained
2117
IFA
Interactive Financial Advisors
Illinois
$15K +$638 1 0.01% Increased
2118
VNB
Valley National Bancorp
New York
$14K +$12.8K 1 0.01% New
2119
CEMP
Compass Efficient Model Portfolios
Tennessee
$13K $0 2 0.49% Maintained
2120
MIM
Macroview Investment Management
Maryland
$13K $0 1 0.02% Maintained
2121
CAL
Capital Advisors Ltd
Ohio
$11K +$10.2K 1 0.01% New
2122
FWC
First Washington Corp
Washington
$9K $0 1 0% Maintained
2123
NMIS
Northwestern Mutual Investment Services
Wisconsin
$9K +$8.54K 1 0% New
2124
MAS
Madden Advisory Services
Florida
$5K -$516K 3 0% Reduced
2125
ECM
Exchange Capital Management
Michigan
$4K -$5.08K 1 0% Reduced