← All themes

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
ACM
Argyle Capital Management
Pennsylvania
$1.51M $0 2 0.71% Maintained
1677
PVH
Psagot Value Holdings
Israel
$1.5M +$8.6K 4 0.05% Increased
1678
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$1.5M -$855K 2 0.09% Reduced
1679
WB
Webster Bank
Connecticut
$1.5M -$1.4M 2 0.26% Reduced
1680
PH
Pinnacle Holdings
Oklahoma
$1.46M -$31.3K 1 0.36% Reduced
1681
KCM
Keane Capital Management
North Carolina
$1.46M +$53.6K 1 1.36% Increased
1682
TF
Tompkins Financial
New York
$1.46M -$18.1K 8 0.36% Reduced
1683
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$1.44M +$394K 2 0.81% Increased
1684
CWM
Confluence Wealth Management
Oregon
$1.43M +$38.5K 1 0.81% Increased
1685
ITIM
Indiana Trust & Investment Management
Indiana
$1.42M -$29.3K 2 0.82% Reduced
1686
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$1.42M -$17.8K 1 0.02% Reduced
1687
PIP
Palisades Investment Partners
California
$1.42M -$572K 3 2.52% Reduced
1688
IHL
Investment House LLC
California
$1.41M -$115K 1 0.24% Reduced
1689
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$1.41M +$112K 1 0.61% Increased
1690
ECM
EagleClaw Capital Management
Massachusetts
$1.4M +$247K 1 0.95% Increased
1691
SAMT
Select Asset Management & Trust
Pennsylvania
$1.4M +$1.4M 1 1.32% New
1692
SAM
Sawgrass Asset Management
Florida
$1.4M -$28.9K 1 0.08% Reduced
1693
BWAM
Boyd Watterson Asset Management
Ohio
$1.4M -$62.9K 2 0.61% Reduced
1694
EP Wealth Advisors
EP Wealth Advisors
California
$1.39M +$27.4K 2 0.32% Increased
1695
CC
Cognios Capital
Kansas
$1.39M -$665K 1 1.01% Reduced
1696
WIS
Wright Investors Service
Connecticut
$1.37M -$60.7K 2 0.62% Reduced
1697
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$1.36M -$974K 2 0.02% Reduced
1698
NA
NSB Advisors
New York
$1.36M -$285K 1 0.95% Reduced
1699
BOC
Barbara Oil Co
Illinois
$1.36M $0 1 1.16% Maintained
1700
TCOT
Trust Company of Toledo
Ohio
$1.36M -$6.71K 2 0.4% Reduced