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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
1601
HMS
Hanseatic Management Services
New Mexico
$1.04M -$331K 2 0.69% Reduced
1602
RMCM
Reynders McVeigh Capital Management
Massachusetts
$1.02M -$94.5K 2 0.28% Reduced
1603
NES
New England Securities
New York
$1.02M +$538K 11 0.51% Increased
1604
AHB
Abner Herrman & Brock
New Jersey
$1.01M -$1.57M 1 0.67% Reduced
1605
ARMC
American Research & Management Company
Massachusetts
$1.01M -$58.3K 4 0.4% Reduced
1606
WIS
Wright Investors Service
Connecticut
$1.01M -$35.6K 2 0.46% Reduced
1607
BCMU
BlueCrest Capital Management (UK)
Guernsey
$1.01M +$909K 1 0.05% New
1608
AIM
Aspen Investment Management
Michigan
$1M -$1.69K 2 0.71% Reduced
1609
BIM
Baldwin Investment Management
Pennsylvania
$995K $0 1 0.48% Maintained
1610
BAC
Boys Arnold & Co
North Carolina
$992K $0 2 0.21% Maintained
1611
CC
Cipher Capital
New York
$990K +$341K 4 1.38% Increased
1612
MRCM
M&R Capital Management
New Jersey
$989K -$8.46K 1 0.28% Reduced
1613
PFC
Phocas Financial Corp
California
$987K $0 2 0.1% Maintained
1614
Intact Investment Management
Intact Investment Management
Quebec, Canada
$982K -$13.8M 2 0.05% Reduced
1615
KIA
King Investment Advisors
Texas
$978K +$529K 1 0.42% Increased
1616
KTC
Kistler-Tiffany Companies
Pennsylvania
$975K +$34.2K 5 0.79% Increased
1617
PSI
Pinnacle Summer Investments
Virginia
$972K +$33.3K 9 0.17% Increased
1618
AMG National Trust Bank
AMG National Trust Bank
Colorado
$970K -$19.3K 2 0.12% Reduced
1619
SCP
Sandhill Capital Partners
New York
$953K -$27.6K 3 0.43% Reduced
1620
GIS
Guardian Investor Services
New York
$949K -$10.9K 6 0.79% Reduced
1621
TAM
Thornmark Asset Management
Ontario, Canada
$941K -$1.42M 1 2.71% Reduced
1622
Atria Investments
Atria Investments
North Carolina
$932K -$186K 3 0.1% Reduced
1623
FFSOTS
Fiduciary Financial Services of The Southwest
Texas
$927K -$202K 1 0.31% Reduced
1624
JWA
JFS Wealth Advisors
Pennsylvania
$926K +$615K 2 0.43% Increased
1625
DBIA
Dumont & Blake Investment Advisors
New Jersey
$922K $0 1 0.44% Maintained