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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
1551
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$1.22M +$1.15M 1 0.69% New
1552
IAM
Iridian Asset Management
Connecticut
$1.22M +$1.12M 3 0.02% New
1553
HVIA
Hudson Valley Investment Advisors
New York
$1.21M +$1.22M 2 0.58% New
1554
AW
Alpha Windward
Massachusetts
$1.2M +$1.18M 3 0.96% New
1555
B
BancorpSouth
Mississippi
$1.19M +$1.25M 2 0.14% New
1556
RAM
RWC Asset Management
United Kingdom
$1.19M +$1.27M 1 0.15% New
1557
SIM
Spark Investment Management
New York
$1.18M +$1.08M 4 0.32% New
1558
HSA
Hussman Strategic Advisors
Maryland
$1.18M +$1.33M 1 0.05% New
1559
Oaktree Capital Management
Oaktree Capital Management
California
$1.18M +$1.25M 1 0.02% New
1560
RCAG
Rehmann Capital Advisory Group
Michigan
$1.17M +$1.23M 3 0.41% New
1561
RCM
Roc Capital Management
$1.17M +$1.22M 3 3.7% New
1562
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$1.16M +$1.24M 1 0.06% New
1563
DAL
David A. Lorber
$1.16M +$1.14M 2 4.05% New
1564
KIG
Kovitz Investment Group
Illinois
$1.15M +$1.2M 2 0.06% New
1565
SPC
Stewart & Patten Company
California
$1.15M +$1.21M 2 0.25% New
1566
EHWM
Eads & Heald Wealth Management
Georgia
$1.15M +$1.17M 2 0.82% New
1567
AC
Alley Company
Illinois
$1.15M +$1.19M 1 0.96% New
1568
HTI
Hikari Tsushin Inc
Japan
$1.15M +$1.22M 1 0.26% New
1569
RAM
Redmond Asset Management
Virginia
$1.15M +$1.17M 1 0.85% New
1570
AIM
Acropolis Investment Management
Missouri
$1.14M +$1.18M 1 0.25% New
1571
VAM
Vermillion Asset Management
New York
$1.14M +$1.21M 1 0.48% New
1572
HCM
Howland Capital Management
Massachusetts
$1.13M +$1.17M 1 0.18% New
1573
SignatureFD
SignatureFD
Georgia
$1.12M +$1.17M 5 0.58% New
1574
FAM
Forty4 Asset Management
Illinois
$1.11M +$1.19M 2 0.39% New
1575
CCM
Chinook Capital Management
Oregon
$1.11M +$1.15M 1 1.94% New