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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
1501
GIM
Guardian Investment Management
California
$1.54M +$1.59M 1 2.22% New
1502
MFS
Monetta Financial Services
Illinois
$1.53M +$1.57M 1 1.36% New
1503
TCM
Tradition Capital Management
New Jersey
$1.52M +$1.56M 1 0.56% New
1504
WIC
Willis Investment Counsel
Georgia
$1.51M +$1.66M 2 0.17% New
1505
LMAM
Legg Mason Asset Management
Japan
$1.51M +$1.54M 2 0.81% New
1506
WI
Wedgewood Investors
Pennsylvania
$1.5M +$1.51M 2 1.92% New
1507
BEAM
Baker Ellis Asset Management
Washington
$1.5M +$1.37M 3 0.59% New
1508
LG
Leuthold Group
Minnesota
$1.5M +$1.52M 2 0.14% New
1509
SG
Somerset Group
Minnesota
$1.49M +$1.57M 2 1.11% New
1510
HMS
Hanseatic Management Services
New Mexico
$1.48M +$1.45M 2 0.89% New
1511
MPAM
Monarch Partners Asset Management
Massachusetts
$1.48M +$1.45M 1 0.92% New
1512
SAM
Smithbridge Asset Management
Pennsylvania
$1.46M +$1.56M 1 1.48% New
1513
KCM
Keane Capital Management
North Carolina
$1.46M +$1.42M 1 1.28% New
1514
MA
Marshwinds Advisory
Georgia
$1.46M +$1.53M 2 0.87% New
1515
FIM
Friedberg Investment Management
Texas
$1.45M +$1.47M 1 0.65% New
1516
BVDMP
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.45M +$1.52M 2 0.25% New
1517
AL
Agran Libbie
California
$1.45M +$1.5M 2 0.42% New
1518
ITIM
Indiana Trust & Investment Management
Indiana
$1.45M +$1.44M 2 1.2% New
1519
CCG
Cypress Capital Group
Florida
$1.45M +$1.5M 2 0.3% New
1520
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$1.44M +$1.52M 7 0.58% New
1521
HT
HAP Trading
New York
$1.43M +$1.53M 3 0.05% New
1522
IH
IFC Holdings
Florida
$1.42M +$1.51M 3 0.34% New
1523
FFC
First Financial Corp
Indiana
$1.42M +$1.47M 3 0.7% New
1524
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$1.4M +$1.48M 2 0.11% New
1525
BRWA
B. Riley Wealth Advisors
Florida
$1.4M +$1.44M 5 0.47% New