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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
WOC
West Oak Capital
California
$1.33M +$71.9K 2 1.04% Increased
1552
SM
Southport Management
Wyoming
$1.33M +$329K 1 2.23% Increased
1553
B
BancorpSouth
Mississippi
$1.32M +$128K 2 0.15% Increased
1554
HAIM
Hunter Associates Investment Management
Pennsylvania
$1.31M -$459K 2 0.54% Reduced
1555
AAIM
American Assets Investment Management
California
$1.28M +$835K 2 0.45% Increased
1556
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$1.27M -$5.84M 2 0.24% Reduced
1557
ANB
Amarillo National Bank
Texas
$1.27M -$302K 2 1.08% Reduced
1558
Horizon Kinetics
Horizon Kinetics
New York
$1.27M -$9.58K 2 0.02% Reduced
1559
FCFC
First Commonwealth Financial Corp
Pennsylvania
$1.26M +$739K 3 1.55% Increased
1560
IAM
Iridian Asset Management
Connecticut
$1.25M +$17.2K 3 0.02% Increased
1561
MCM
Matarin Capital Management
New York
$1.25M +$25.6K 1 1.05% Increased
1562
SCA
Salient Capital Advisors
Texas
$1.25M -$232K 1 0.05% Reduced
1563
MC
Montag & Caldwell
Georgia
$1.22M +$138K 1 0.01% Increased
1564
OC
Oarsman Capital
Wisconsin
$1.22M +$206K 3 1.07% Increased
1565
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.22M -$1.18M 6 0.37% Reduced
1566
BSB
Bangor Savings Bank
Maine
$1.19M -$62.8K 2 0.36% Reduced
1567
KC
Kingfisher Capital
North Carolina
$1.18M -$22.4K 1 0.6% Reduced
1568
EP Wealth Advisors
EP Wealth Advisors
California
$1.17M -$105K 2 0.37% Reduced
1569
GCT
Galaxy Capital Trading
British Virgin Islands
$1.17M +$484K 2 0.89% Increased
1570
NPIT
National Penn Investors Trust
Pennsylvania
$1.17M +$8.92K 2 0.14% Increased
1571
PH
Pinnacle Holdings
Oklahoma
$1.15M -$606K 1 0.37% Reduced
1572
SAM
Sawgrass Asset Management
Florida
$1.15M -$21.3M 1 0.08% Reduced
1573
VCM
Violich Capital Management
California
$1.15M +$58.3K 1 0.45% Increased
1574
SignatureFD
SignatureFD
Georgia
$1.14M -$2K 4 0.49% Reduced
1575
VAM
Vermillion Asset Management
New York
$1.14M $0 1 2.31% Maintained