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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
1651
JT
Jump Trading
Illinois
$831K +$550K 2 0.13% Increased
1652
AP
Advisor Partners
California
$829K +$153K 2 0.59% Increased
1653
MIC
MU Investments Company
Japan
$820K -$298K 4 0.39% Reduced
1654
TM
TigerShark Management
New York
$816K +$782K 1 0.6% New
1655
DM
Diker Management
New York
$804K -$45.2K 1 0.2% Reduced
1656
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$803K -$48.4K 17 0.51% Reduced
1657
MCM
Maryland Capital Management
Maryland
$795K -$10.6M 2 0.13% Reduced
1658
SGI
SAC Global Investors
United Kingdom
$785K +$87.9K 1 0.41% Increased
1659
SIM
Sterling Investment Management
Arizona
$784K $0 1 0.55% Maintained
1660
ANRIA
American National Registered Investment Advisor
Texas
$781K -$46.1K 2 0.44% Reduced
1661
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$781K $0 1 0.29% Maintained
1662
BCA
Benchmark Capital Advisors
New York
$780K -$6.06K 1 0.56% Reduced
1663
SGH
Schonfeld Group Holdings
New York
$772K +$791K 2 1.58% New
1664
CK
Carnick & Kubik
Colorado
$770K +$778K 1 1.18% New
1665
LBC
Lowe Brockenbrough & Co
Virginia
$768K $0 1 0.14% Maintained
1666
DAC
Dividend Assets Capital
South Carolina
$766K +$175K 3 0.03% Increased
1667
FM
Forward Management
California
$764K +$50.4K 4 0.05% Increased
1668
MNBTD
Moody National Bank Trust Division
Texas
$758K -$45.3K 2 0.06% Reduced
1669
SCM
SOL Capital Management
Maryland
$758K +$121K 2 0.31% Increased
1670
CCG
Chatham Capital Group
Georgia
$757K -$35.6K 1 0.34% Reduced
1671
PCM
Perkins Capital Management
Minnesota
$757K +$745K 1 0.54% New
1672
AFG
American Financial Group
Ohio
$754K $0 1 0.07% Maintained
1673
TCOO
Trust Company of Oklahoma
Oklahoma
$753K +$53K 2 0.56% Increased
1674
DIS
Diversified Investment Strategies
Louisiana
$750K $0 3 0.61% Maintained
1675
TBA
Train Babcock Advisors
New York
$744K -$49.5K 1 0.28% Reduced