← All themes

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
1601
BAC
Boys Arnold & Co
North Carolina
$970K +$984K 2 0.21% New
1602
SCP
Sandhill Capital Partners
New York
$961K +$1M 3 0.48% New
1603
DWT
Dorsey & Whitney Trust
South Dakota
$956K +$953K 2 0.32% New
1604
DTL
Dynamic Technology Lab
Singapore
$954K +$965K 3 0.99% New
1605
Magnetar Financial
Magnetar Financial
Illinois
$952K +$1M 1 0.02% New
1606
MCM
Matarin Capital Management
New York
$945K +$956K 1 0.95% New
1607
OC
Oarsman Capital
Wisconsin
$938K +$963K 2 0.89% New
1608
PSI
Pinnacle Summer Investments
Virginia
$935K +$974K 9 0.23% New
1609
KTC
Kistler-Tiffany Companies
Pennsylvania
$934K +$965K 5 0.8% New
1610
GIS
Guardian Investor Services
New York
$929K +$965K 6 0.8% New
1611
IRS
Invictus RG (Singapore)
Singapore
$929K +$911K 8 1.04% New
1612
SFPIA
Stevens First Principles Investment Advisors
California
$924K +$983K 1 0.65% New
1613
LIA
LS Investment Advisors
Michigan
$920K +$955K 9 0.12% New
1614
DBIA
Dumont & Blake Investment Advisors
New Jersey
$912K +$940K 1 0.55% New
1615
FUBT
First United Bank & Trust
Maryland
$905K +$962K 1 1.22% New
1616
MSR
Main Street Research
Connecticut
$900K +$928K 1 0.27% New
1617
OA
Outfitter Advisors
Virginia
$891K +$935K 1 0.41% New
1618
GVT
Genesee Valley Trust
New York
$874K +$908K 3 0.69% New
1619
SIM
SSI Investment Management
California
$874K +$932K 1 0.09% New
1620
CC
Courier Capital
New York
$872K +$895K 3 0.22% New
1621
BDF
Balasa Dinverno & Foltz
$866K +$900K 2 0.15% New
1622
LW
Linscomb Wealth
Texas
$862K +$895K 2 0.12% New
1623
PFS
Penseco Financial Services
Pennsylvania
$847K +$892K 2 0.64% New
1624
RGI
River Global Investors
United Kingdom
$847K +$929K 1 0.14% New
1625
ACP
Aviance Capital Partners
Florida
$840K +$866K 1 0.45% New