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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
2451
FWM
Focused Wealth Management
New York
$7.28M -$558K 3 0.63% Reduced
2452
KPF
K2 Principal Fund
Ontario, Canada
$7.28M +$6.91M 2 0.53% Increased
2453
CFM
Capricorn Fund Managers
United Kingdom
$7.27M +$4.24M 4 0.57% Increased
2454
LCM
LRT Capital Management
Texas
$7.27M +$2.32M 2 4.72% Increased
2455
MFS
Mirabella Financial Services
United Kingdom
$7.27M -$17.8M 9 0.69% Reduced
2456
VC
VarCov Co
Connecticut
$7.25M -$531K 12 2.75% Reduced
2457
SM
Sciencast Management
New Jersey
$7.24M -$10.3M 4 1.5% Reduced
2458
DL
Dockside LLC
New York
$7.23M +$8.53M 2 1.69% New
2459
PWAM
Pinnacle West Asset Management
Wyoming
$7.22M -$80.3K 2 4.99% Reduced
2460
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$7.22M +$1.5M 6 0.25% Increased
2461
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$7.22M -$419K 10 1.85% Reduced
2462
ITC
Inspire Trust Company
Nevada
$7.21M +$701K 1 0.99% Increased
2463
TIM
Timelo Investment Management
Ontario, Canada
$7.2M +$6.77M 2 2.07% Increased
2464
CCM
Condor Capital Management
New Jersey
$7.18M -$82.8K 1 0.54% Reduced
2465
PCS
Personal CFO Solutions
New Jersey
$7.17M +$522K 13 1.04% Increased
2466
CIA
Cascade Investment Advisors
Oregon
$7.14M -$5.49M 4 3.9% Reduced
2467
1IA
1834 Investment Advisors
Wisconsin
$7.13M -$905K 3 0.81% Reduced
2468
SL
Sentinus LLC
Illinois
$7.12M -$415K 10 0.57% Reduced
2469
RFG
RFP Financial Group
Georgia
$7.12M +$2.85M 1 3.19% Increased
2470
FF
Farrow Financial
Vermont
$7.12M -$726K 3 3.8% Reduced
2471
PWM
Purus Wealth Management
California
$7.12M -$2.03K 4 1.96% Reduced
2472
CB
CNB Bank
Pennsylvania
$7.09M -$505K 7 2.76% Reduced
2473
BHB
Bank Hapoalim BM
Israel
$7.08M +$98.3K 2 0.47% Increased
2474
AIM
Aspen Investment Management
Michigan
$7.08M +$63.4K 3 1.9% Increased
2475
Seizert Capital Partners
Seizert Capital Partners
Michigan
$7.07M -$3.32M 3 0.29% Reduced