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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
1526
CAS
CTC Alternative Strategies
Illinois
$2.16M +$1.62M 2 1.64% Increased
1527
HKIM
Hayek Kallen Investment Management
Alabama
$2.15M +$37.1K 1 1.68% Increased
1528
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$2.15M +$377K 2 0.04% Increased
1529
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.15M -$4.49K 3 1.07% Reduced
1530
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$2.12M -$545K 3 1.03% Reduced
1531
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$2.11M +$135K 2 0.08% Increased
1532
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$2.11M +$9.7K 10 1.32% Increased
1533
MC
Montag & Caldwell
Georgia
$2.09M +$702K 2 0.02% Increased
1534
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$2.08M +$50.7K 2 0.14% Increased
1535
SSI Investment Management
SSI Investment Management
California
$2.08M +$643K 3 0.18% Increased
1536
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$2.07M +$111K 3 1.45% Increased
1537
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.07M -$767K 2 0.87% Reduced
1538
FAM
Fiduciary Asset Management
Missouri
$2.06M -$1.85M 2 0.47% Reduced
1539
DCM
Delta Capital Management
New Jersey
$2.05M -$40.3K 2 1.44% Reduced
1540
Private Trust Company
Private Trust Company
Ohio
$2.05M -$261K 19 0.82% Reduced
1541
TCM
Tradition Capital Management
New Jersey
$2.05M $0 1 0.67% Maintained
1542
WI
Wedgewood Investors
Pennsylvania
$2.05M +$25.2K 2 2.29% Increased
1543
MSU
Maple Securities USA
New Jersey
$2.05M -$2.35M 5 0.15% Reduced
1544
TIC
Trees Investment Counsel
Illinois
$2.03M $0 1 1.61% Maintained
1545
WPC
White Pine Capital
Minnesota
$2.02M +$776K 2 0.71% Increased
1546
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$2.01M +$242K 4 0.55% Increased
1547
MFS
Monetta Financial Services
Illinois
$2.01M +$1.86M 1 1.16% New
1548
CSM
Central Square Management
Illinois
$2M +$1.01M 2 1.58% Increased
1549
MCM
Matarin Capital Management
New York
$2M +$710K 1 1.23% Increased
1550
Telos Capital Management
Telos Capital Management
California
$1.98M +$18.5K 1 1.45% Increased