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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
SCP
Sandhill Capital Partners
New York
$1.47M +$413K 3 0.59% Increased
1652
1GA
1st Global Advisors
Texas
$1.46M -$24.6K 4 0.27% Reduced
1653
GP
GLG Partners
United Kingdom
$1.46M +$1.01M 2 0.1% Increased
1654
DM
Diker Management
New York
$1.46M +$553K 2 0.33% Increased
1655
Addenda Capital
Addenda Capital
Quebec, Canada
$1.45M -$1.23M 1 0.13% Reduced
1656
AAIM
American Assets Investment Management
California
$1.45M $0 2 0.54% Maintained
1657
Horizon Kinetics
Horizon Kinetics
New York
$1.44M +$61.3K 2 0.02% Increased
1658
ECM
Everence Capital Management
Indiana
$1.43M -$126K 1 0.57% Reduced
1659
VCAM
Van Cleef Asset Management
Ohio
$1.43M +$589K 3 0.63% Increased
1660
WOC
West Oak Capital
California
$1.42M -$26.9K 2 1.05% Reduced
1661
LMAM
Legg Mason Asset Management
Japan
$1.42M -$229K 2 0.82% Reduced
1662
IRS
Invictus RG (Singapore)
Singapore
$1.41M -$143K 9 0.96% Reduced
1663
BA
Bridgewater Advisors
New York
$1.41M +$1.33M 1 1.45% New
1664
I2I
Insight 2811 Inc
Illinois
$1.41M -$73.1K 2 0.7% Reduced
1665
IHL
Investment House LLC
California
$1.4M -$64K 1 0.25% Reduced
1666
BC
Banced Corp
Illinois
$1.39M -$616K 3 1.4% Reduced
1667
SignatureFD
SignatureFD
Georgia
$1.38M +$54.5K 5 0.5% Increased
1668
TF
Tompkins Financial
New York
$1.38M +$56K 9 0.36% Increased
1669
VFS
VSR Financial Services
Kansas
$1.38M -$3.36M 3 0.21% Reduced
1670
CL
CFS LLC
Oklahoma
$1.37M +$1.27M 1 1.28% New
1671
UPA
Union Point Advisors
California
$1.37M +$1.35M 1 1.33% New
1672
Bailard
Bailard
California
$1.37M -$893K 3 0.22% Reduced
1673
ACM
Argyle Capital Management
Pennsylvania
$1.36M +$773K 2 0.69% Increased
1674
NES
New England Securities
New York
$1.36M +$195K 10 0.57% Increased
1675
BWAM
Boyd Watterson Asset Management
Ohio
$1.36M +$667K 2 0.63% Increased