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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
2351
ICM
III Capital Management
Florida
$8.09M +$1.22M 2 2.05% Increased
2352
LOPW
Live Oak Private Wealth
North Carolina
$8.08M -$264K 3 1.01% Reduced
2353
CWP
CFM Wealth Partners
Texas
$8.07M -$75.4K 2 1.03% Reduced
2354
BCM
Bannerstone Capital Management
Minnesota
$8.04M -$660K 5 6.75% Reduced
2355
Granahan Investment Management
Granahan Investment Management
Massachusetts
$8.04M -$54.6M 2 0.29% Reduced
2356
QPBE
Quintet Private Bank (Europe)
Luxembourg
$8.03M -$91.5K 4 0.5% Reduced
2357
DC
Diametric Capital
Massachusetts
$8M +$3.33M 8 0.84% Increased
2358
WC
Westhampton Capital
North Carolina
$7.99M +$133K 3 3.32% Increased
2359
AIS
AM Investment Strategies
Tennessee
$7.99M -$19.1K 3 1.53% Reduced
2360
RFWA
RPg Family Wealth Advisory
Massachusetts
$7.98M +$724K 2 1.33% Increased
2361
EIP
Ellis Investment Partners
Pennsylvania
$7.97M +$303K 3 1.21% Increased
2362
VCM
Vennlight Capital Management
Connecticut
$7.97M -$5.89M 1 5.34% Reduced
2363
1GI
180 GPS Investments
$7.96M +$7.61M 1 5.89% New
2364
PCMK
Paragon Capital Management (Kansas)
Kansas
$7.96M -$12.3K 2 3.68% Reduced
2365
CCC
Chesapeake Capital Corp
Florida
$7.95M +$892K 7 4.18% Increased
2366
OFA
Oak Family Advisors
Illinois
$7.94M +$1.74M 1 2.03% Increased
2367
KA
Kercheville Advisors
Texas
$7.93M +$2.04M 3 2.41% Increased
2368
QC
Quent Capital
New York
$7.92M -$691K 30 0.49% Reduced
2369
GWMIA
Global Wealth Management Investment Advisory
Florida
$7.91M -$699K 2 1.13% Reduced
2370
TF
Tompkins Financial
New York
$7.91M -$66.3K 10 0.55% Reduced
2371
RL
Retireful LLC
Michigan
$7.91M +$2.2M 5 7.36% Increased
2372
NEAM
New England Asset Management
Connecticut
$7.9M +$901K 1 0.91% Increased
2373
RPGNY
Retirement Planning Group (New York)
New York
$7.9M +$284K 3 4.3% Increased
2374
MSWM
Mader & Shannon Wealth Management
Missouri
$7.88M +$156K 1 3.68% Increased
2375
RMC
Resources Management Corp
Connecticut
$7.87M +$126K 4 0.99% Increased