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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
2201
NYLT
New York Life Trust
New York
$6K -$187K 1 0.02% Reduced
2202
WCM
Wealthcare Capital Management
Virginia
$6K -$99.9K 3 0% Reduced
2203
DA
Dunvegan Associates
California
$5K $0 1 0.01% Maintained
2204
ST
Sphinx Trading
Illinois
$5K $0 1 0.01% Maintained
2205
FA
Financial Advantage
Maryland
$4K $0 1 0% Maintained
2206
MTIP
Magee Thomson Investment Partners
California
$4K -$9.32M 1 0% Reduced
2207
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$3K +$1.69K 3 0% Increased
2208
LWA
Lowe Wealth Advisors
Maryland
$2K $0 1 0% Maintained
2209
SA
SRH Advisors
Kansas
$2K -$1K 1 0.01% Reduced
2210
DA
Denali Advisors
California
$1K -$1.1M 1 0% Reduced
2211
AFA
Abacus FCF Advisors
Florida
$0 -$2.13M 0 – Closed
2212
ACM
Afton Capital Management
North Carolina
$0 -$202K 0 – Closed
2213
AC
Alleghany Corporation
New York
$0 -$2.63M 0 – Closed
2214
ACM
Americafirst Capital Management
California
$0 -$473K 0 – Closed
2215
AC
Amiya Capital
United Kingdom
$0 -$364K 0 – Closed
2216
ACG
Anchorage Capital Group
New York
$0 -$63.8M 0 – Closed
2217
AA
Ancient Art
Texas
$0 -$21.2M 0 – Closed
2218
AAM
Augustine Asset Management
Florida
$0 -$3.34M 0 – Closed
2219
ACM
Aviance Capital Management
Florida
$0 -$1.61M 0 – Closed
2220
BT
Beacon Trust
New Jersey
$0 -$256K 0 – Closed
2221
BTP
Bloom Tree Partners
New York
$0 -$20.8M 0 – Closed
2222
BACM
Blue Arrow Capital Management
New York
$0 -$8.33M 0 – Closed
2223
BCAM
Boston Common Asset Management
Massachusetts
$0 -$454K 0 – Closed
2224
BPIM
Brant Point Investment Management
New York
$0 -$5.68M 0 – Closed
2225
BIM
Bridgecreek Investment Management
Oklahoma
$0 -$4.64M 0 – Closed