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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
1676
CCM
Connective Capital Management
California
$743K -$142K 1 1.04% Reduced
1677
AFC
AFT Forsyth & Company
Florida
$741K $0 2 0.96% Maintained
1678
RGA
Red Granite Advisors
Wisconsin
$741K -$9.65M 1 0.16% Reduced
1679
CBB
Citizens Business Bank
California
$739K +$491K 2 0.16% Increased
1680
FCT
Family Capital Trust
Massachusetts
$735K $0 1 0.44% Maintained
1681
EVC
Eidelman Virant Capital
Missouri
$730K $0 2 0.38% Maintained
1682
Waverly Advisors
Waverly Advisors
Alabama
$712K +$318K 7 0.36% Increased
1683
HIM
Harbour Investment Management
Washington
$710K +$16.7K 1 0.49% Increased
1684
VCAM
Van Cleef Asset Management
Ohio
$710K +$194K 2 0.35% Increased
1685
CCG
Cypress Capital Group
Florida
$707K -$761K 2 0.17% Reduced
1686
BO
Bank OZK
Arkansas
$702K +$641K 1 0.3% New
1687
TSS
Thomas Story & Son
Indiana
$701K $0 1 0.43% Maintained
1688
Savant Capital
Savant Capital
Illinois
$700K -$29K 2 0.38% Reduced
1689
WRM
Westport Resources Management
Connecticut
$700K +$194K 6 0.23% Increased
1690
PRHC
P.R. Herzig & Co
New York
$688K +$537K 1 0.9% Increased
1691
GC
Gratry & Company
Ohio
$681K -$8.43K 1 0.24% Reduced
1692
CBN
Cadence Bank NA
Texas
$676K -$142K 2 0.41% Reduced
1693
NCM
Newland Capital Management
New York
$665K -$1.54M 1 0.85% Reduced
1694
RIA
Regal Investment Advisors
Michigan
$665K +$37.5K 4 0.39% Increased
1695
Regents of the University of California
Regents of the University of California
California
$659K +$674K 1 0.76% New
1696
Cannell & Spears
Cannell & Spears
New York
$658K +$670K 2 0.09% New
1697
PAMG
Patton Albertson Miller Group
Tennessee
$636K +$390K 2 0.38% Increased
1698
Financial Engines Advisors
Financial Engines Advisors
California
$611K +$62K 1 0.51% Increased
1699
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$609K -$43.5K 8 0.01% Reduced
1700
MCA
Metropolitan Capital Advisors
New York
$606K +$577K 1 0.67% New