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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
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$1.36M -$666K 10 0.18% Reduced
1677
PVH
Psagot Value Holdings
Israel
$1.36M +$1.23M 3 0.05% Increased
1678
FM
Forward Management
California
$1.34M +$427K 3 0.08% Increased
1679
EP Wealth Advisors
EP Wealth Advisors
California
$1.31M +$23.2K 2 0.34% Increased
1680
DTL
Dynamic Technology Lab
Singapore
$1.3M -$1.25M 5 0.89% Reduced
1681
FNYS
First New York Securities
New York
$1.3M +$870K 2 0.79% Increased
1682
RSS
Rosenblum Silverman Sutton
California
$1.29M -$1.15M 1 0.61% Reduced
1683
NME
Notis-McConarty Edward
$1.29M +$1.2M 2 0.91% New
1684
FSC
Fiduciary Services Corp
Georgia
$1.29M -$217K 2 0.51% Reduced
1685
III
Independent Investors Inc
New York
$1.29M -$687K 2 0.62% Reduced
1686
CCM
Chinook Capital Management
Oregon
$1.27M +$45.3K 1 1.69% Increased
1687
CCMU
Cheyne Capital Management (UK)
United Kingdom
$1.27M +$312K 2 1.37% Increased
1688
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$1.27M -$37.5K 1 0.6% Reduced
1689
PVWM
Point View Wealth Management
New Jersey
$1.25M +$1.17M 2 1.19% New
1690
EWP
Edmunds White Partners
Virginia
$1.25M +$1.13M 1 1.72% New
1691
TAM
Thornmark Asset Management
Ontario, Canada
$1.25M +$183K 1 3.44% Increased
1692
WC
Wexford Capital
Florida
$1.25M -$7.68M 2 0.11% Reduced
1693
WIS
Wright Investors Service
Connecticut
$1.25M +$180K 2 0.55% Increased
1694
RCM
Roystone Capital Management
New York
$1.25M +$1.04M 1 0.1% New
1695
SAM
Silphium Asset Management
United Kingdom
$1.24M +$1.17M 1 0.92% New
1696
CCM
Credo Capital Management
Maryland
$1.22M -$1.21M 5 5.26% Reduced
1697
ARMT
Amica Retiree Medical Trust
Rhode Island
$1.22M +$1.14M 3 1.06% New
1698
TFO
Tarbox Family Office
California
$1.22M +$1.14M 5 1.01% New
1699
CO
Caldwell & Orkin
Georgia
$1.21M -$689K 1 0.66% Reduced
1700
SPC
Stewart & Patten Company
California
$1.21M $0 2 0.24% Maintained