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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
1626
ADBIC
A.D. Beadell Investment Counsel
Wisconsin
$920K $0 1 0.83% Maintained
1627
GVT
Genesee Valley Trust
New York
$911K -$53.4K 3 0.67% Reduced
1628
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$909K -$820K 3 0.03% Reduced
1629
FUBT
First United Bank & Trust
Maryland
$901K -$5.41K 1 1.09% Reduced
1630
FIM
Freedom Investment Management
Connecticut
$899K +$43.7K 3 0.26% Increased
1631
RGI
River Global Investors
United Kingdom
$898K +$111K 1 0.2% Increased
1632
RB
Rodgers Brothers
Pennsylvania
$896K +$274K 3 0.49% Increased
1633
CCMU
Cheyne Capital Management (UK)
United Kingdom
$894K +$956K 2 0.68% New
1634
Jensen Investment Management
Jensen Investment Management
Oregon
$888K +$171K 2 0.01% Increased
1635
PFS
Penseco Financial Services
Pennsylvania
$880K +$29K 6 0.63% Increased
1636
RCAG
Rehmann Capital Advisory Group
Michigan
$875K -$304K 2 0.28% Reduced
1637
ACM
Argonaut Capital Management
New York
$874K $0 1 0.99% Maintained
1638
NAM
Needelman Asset Management
California
$868K $0 1 3.11% Maintained
1639
BDF
Balasa Dinverno & Foltz
$865K -$8.81K 2 0.14% Reduced
1640
CSM
Central Square Management
Illinois
$856K +$842K 1 0.56% New
1641
YMRC
Yorktown Management & Research Company
Virginia
$854K +$303K 4 0.18% Increased
1642
BIM
BRC Investment Management
Colorado
$849K -$967K 2 0.13% Reduced
1643
CFS
Community Financial System
New York
$849K +$39.6K 2 0.2% Increased
1644
SCM
Southport Capital Management
Tennessee
$849K +$440K 1 0.66% Increased
1645
CI
Cowen Inc
New York
$846K +$604K 1 0.12% Increased
1646
CP
Camelot Portfolios
Ohio
$845K +$229K 2 0.62% Increased
1647
FC
Fiera Capital
New York
$844K $0 1 0.06% Maintained
1648
First Merchants Corp
First Merchants Corp
Indiana
$842K +$23.4K 2 0.29% Increased
1649
Capital Wealth Planning
Capital Wealth Planning
Florida
$837K +$851K 2 0.38% New
1650
IndexIQ Advisors
IndexIQ Advisors
New York
$836K -$46.9K 1 0.1% Reduced