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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
2126
AO
Advisor OS
Illinois
$10.2M -$692K 7 0.68% Reduced
2127
S
Storgate
Texas
$10.1M +$7.18M 11 2.1% Increased
2128
MFG
Magnus Financial Group
New York
$10.1M +$619K 6 0.72% Increased
2129
MC
Martin & Co
Tennessee
$10.1M -$13.2K 2 1.58% Reduced
2130
AA
Argent Advisors
Louisiana
$10.1M +$69.3K 3 2.53% Increased
2131
SPC
Spirepoint Private Client
Florida
$10.1M +$246K 9 0.82% Increased
2132
VWM
Vivid Wealth Management
Iowa
$10.1M -$1.27M 3 3.55% Reduced
2133
CFG
Copley Financial Group
California
$10.1M -$1.35M 2 6.09% Reduced
2134
CCA
Cadent Capital Advisors
Oklahoma
$10.1M +$3.79M 4 2.08% Increased
2135
DF
Dedeker Financial
Minnesota
$10M -$760K 3 5.71% Reduced
2136
LIM
Loudon Investment Management
New Hampshire
$10M -$358K 2 4.93% Reduced
2137
VAM
Verity Asset Management
North Carolina
$10M -$331K 5 3.8% Reduced
2138
FTS
Fifth Third Securities
Ohio
$10M +$630K 2 0.57% Increased
2139
AU
Algebris (UK)
United Kingdom
$10M -$1.13M 6 0.66% Reduced
2140
MWM
Marion Wealth Management
Pennsylvania
$9.98M -$327K 6 2.03% Reduced
2141
GF Fund Management
GF Fund Management
China
$9.97M -$537K 1 0.12% Reduced
2142
TW
Titan Wealth
$9.97M -$878K 2 3.7% Reduced
2143
VWM
Valley Wealth Managers
New Jersey
$9.95M +$7.69M 1 0.57% Increased
2144
AT
American Trust
Kentucky
$9.94M +$2.22M 7 0.77% Increased
2145
MMHP
Murphy Middleton Hinkle & Parker
Georgia
$9.91M +$2.05M 2 4.03% Increased
2146
FPWM
FSB Premier Wealth Management
Iowa
$9.9M +$1.71M 3 2.79% Increased
2147
AP
Anchyra Partners
Georgia
$9.89M +$3.35M 11 2.37% Increased
2148
FHC
First Heartland Consultants
Missouri
$9.88M -$446K 5 0.64% Reduced
2149
CIS
Custom Index Systems
New York
$9.88M -$969K 14 3.55% Reduced
2150
DCM
Delaney Capital Management
$9.88M +$188K 1 1.56% Increased