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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
1351
Amalgamated Bank
Amalgamated Bank
New York
$2.44M +$178K 3 0.78% Increased
1352
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$2.44M +$418K 13 0.6% Increased
1353
HCA
Harbour Capital Advisors
Virginia
$2.43M +$20.4K 4 2.66% Increased
1354
AAM
Azzad Asset Management
Virginia
$2.42M $0 4 1.99% Maintained
1355
GWM
Graybill Wealth Management
Illinois
$2.42M +$2.3M 1 2.06% New
1356
SA
Strategic Advisors
New York
$2.4M +$586K 3 1.97% Increased
1357
WCA
Westover Capital Advisors
Delaware
$2.39M -$377K 2 2.47% Reduced
1358
DSC
Duncker Streett & Co
Missouri
$2.38M -$328K 8 0.97% Reduced
1359
RIG
Renaissance Investment Group
Massachusetts
$2.37M -$15.4K 1 1.32% Reduced
1360
UF
Univest Financial
Pennsylvania
$2.37M +$12.1K 1 1.26% Increased
1361
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$2.36M +$79.6K 3 0.73% Increased
1362
RNS
Robert N. Shapiro
$2.36M +$14.4K 15 0.42% Increased
1363
GCA
Greenwood Capital Associates
South Carolina
$2.36M -$2.24M 1 0.83% Reduced
1364
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$2.35M -$187K 3 1.45% Reduced
1365
LOGI
Long Oar Global Investors
New York
$2.33M +$2.22M 1 2.27% New
1366
MCM
Manchester Capital Management
Vermont
$2.33M -$954K 10 0.4% Reduced
1367
WCBA
Weaver C. Barksdale & Associates
Tennessee
$2.33M -$18.8K 11 2.14% Reduced
1368
Aristeia Capital
Aristeia Capital
Connecticut
$2.31M +$2.38M 1 0.15% New
1369
IFB
iAB Financial Bank
Indiana
$2.31M -$116K 2 2.23% Reduced
1370
ACM
Alta Capital Management
Utah
$2.31M +$734K 1 0.28% Increased
1371
RIM
Regent Investment Management
Kentucky
$2.31M +$593K 4 1.52% Increased
1372
PDM
Penn Davis McFarland
Texas
$2.31M -$2.35M 1 0.55% Reduced
1373
LMF
LMR Master Fund
Cayman Islands
$2.3M -$18.6K 2 0.44% Reduced
1374
CIM
CIM Investment Management
Pennsylvania
$2.29M $0 2 1.36% Maintained
1375
SAM
Shikiar Asset Management
New York
$2.29M -$3.21M 3 1.14% Reduced