← 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
EP
Edinburgh Partners
United Kingdom
$227K $0 1 0.05% Maintained
2102
MGAM
McGowan Group Asset Management
Texas
$227K +$207K 1 0.05% New
2103
MHIC
Marble Harbor Investment Counsel
Massachusetts
$226K +$221K 1 0.05% New
2104
NPF
Norris Perne & French
Michigan
$224K +$219K 1 0.04% New
2105
TCM
Traynor Capital Management
Pennsylvania
$224K -$11.7K 1 0.15% Reduced
2106
NAM
NTV Asset Management
West Virginia
$221K +$205K 1 0.08% New
2107
GCIA
Gabelli & Co Investment Advisers
New York
$220K $0 1 0.03% Maintained
2108
NG
Northstar Group
New York
$220K -$33.2K 1 0.15% Reduced
2109
HCA
Heck Capital Advisors
Wisconsin
$220K +$201K 1 0.16% New
2110
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$219K -$48.8K 1 0.02% Reduced
2111
LCM
LVM Capital Management
Michigan
$218K -$9.06K 1 0.06% Reduced
2112
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$217K -$136K 1 0.01% Reduced
2113
PI
Pettee Investors
Connecticut
$216K $0 1 0.21% Maintained
2114
QOP
Quinn Opportunity Partners
Virginia
$216K -$388K 1 0.07% Reduced
2115
IWC
Integrated Wealth Counsel
California
$215K $0 2 0.46% Maintained
2116
DOA
D'Orazio & Associates
Virginia
$213K -$22K 2 0.08% Reduced
2117
EWM
Evermay Wealth Management
Virginia
$213K +$207K 1 0.1% New
2118
SC
Selz Capital
New York
$210K -$13.4M 1 0.05% Reduced
2119
SA
Strategic Advisors
New York
$210K $0 1 0.11% Maintained
2120
SAM
Shikiar Asset Management
New York
$206K +$188K 1 0.09% New
2121
BWFM
Bridgewater Wealth & Financial Management
Maryland
$205K +$200K 1 0.08% New
2122
CCM
Compton Capital Management
Rhode Island
$205K $0 1 0.11% Maintained
2123
DE
Day & Ennis
Georgia
$204K +$200K 1 0.21% New
2124
LCM
Lucas Capital Management
New Jersey
$204K +$186K 1 0.15% New
2125
SRSA
S.R. Schill & Associates
Washington
$204K +$199K 1 0.13% New