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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
2151
SA
SRH Advisors
Kansas
$1K $0 1 0.01% Maintained
2152
TFA
Transamerica Financial Advisors
Florida
$1K -$77.3K 1 0% Reduced
2153
AFG
Albion Financial Group
Utah
$0 -$202K 0 – Closed
2154
AFIA
America First Investment Advisors
Nebraska
$0 -$15K 0 – Closed
2155
ACM
American Capital Management
New York
$0 -$2.15M 0 – Closed
2156
ABC
Anchor Bolt Capital
Illinois
$0 -$27.8M 0 – Closed
2157
AA
Antipodean Advisors
New York
$0 -$2.69M 0 – Closed
2158
Appaloosa LP
Appaloosa LP
New Jersey
$0 -$36M 0 – Closed
2159
APCM
Arbiter Partners Capital Management
New York
$0 -$3.05M 0 – Closed
2160
AAP
Ardsley Advisory Partners
Connecticut
$0 -$323K 0 – Closed
2161
BO
Bach Option
Hong Kong
$0 -$360K 0 – Closed
2162
BST
Bath Savings Trust
Maine
$0 -$360K 0 – Closed
2163
BL
BCWM LLC
Kansas
$0 -$1.31M 0 – Closed
2164
BFIM
Beese Fulmer Investment Management
Ohio
$0 -$125K 0 – Closed
2165
BAM
Berkshire Asset Management
Pennsylvania
$0 -$133K 0 – Closed
2166
BCCM
Blue Clay Capital Management
Minnesota
$0 -$405K 0 – Closed
2167
BWM
Braver Wealth Management
Massachusetts
$0 -$1.29M 0 – Closed
2168
CIA
Capital Impact Advisors
Massachusetts
$0 -$768K 0 – Closed
2169
CCP
Clough Capital Partners
Massachusetts
$0 -$5.29M 0 – Closed
2170
Coatue Management
Coatue Management
New York
$0 -$54.5M 0 – Closed
2171
Cohen & Steers
Cohen & Steers
New York
$0 -$1.17M 0 – Closed
2172
CCM
Condor Capital Management
New Jersey
$0 -$1.14M 0 – Closed
2173
COI
Connable Office Inc
Michigan
$0 -$285K 0 – Closed
2174
CPM
Crescent Park Management
California
$0 -$5.34M 0 – Closed
2175
Davis Selected Advisers
Davis Selected Advisers
Arizona
$0 -$21.2M 0 – Closed