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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
1701
SGI
SAC Global Investors
United Kingdom
$593K +$633K 1 0.24% New
1702
CP
Camelot Portfolios
Ohio
$587K +$624K 1 0.45% New
1703
Ronald Blue & Co
Ronald Blue & Co
Georgia
$583K +$604K 2 0.05% New
1704
FHB
First Hawaiian Bank
Hawaii
$580K +$582K 8 0.12% New
1705
HSA
Holt-Smith Advisors
Wisconsin
$579K +$617K 1 0.82% New
1706
GC
Gratry & Company
Ohio
$577K +$591K 1 0.22% New
1707
KIC
Keating Investment Counselors
Florida
$577K +$595K 1 0.33% New
1708
LCP
Legacy Capital Partners
Wisconsin
$576K +$607K 1 0.44% New
1709
DAC
Dividend Assets Capital
South Carolina
$567K +$585K 1 0.03% New
1710
FMLI
Fukoku Mutual Life Insurance
Japan
$566K +$587K 3 0.13% New
1711
TTWM
TCV Trust & Wealth Management
Virginia
$566K +$591K 2 0.12% New
1712
WIL
Winifred I. Li
$563K +$587K 4 0.52% New
1713
DMC
Drexel Morgan & Co
Pennsylvania
$561K +$585K 2 0.93% New
1714
OAM
Orinda Asset Management
California
$558K +$552K 4 1.83% New
1715
KS
Karpas Strategies
Connecticut
$555K +$585K 1 0.34% New
1716
EGA
Emerging Global Advisors
New York
$554K +$646K 2 0.23% New
1717
SAA
Southeast Asset Advisors
Georgia
$554K +$589K 1 0.25% New
1718
GHAM
Gilman Hill Asset Management
Connecticut
$553K +$559K 2 0.4% New
1719
TBNY
Trustco Bank (New York)
New York
$551K +$550K 2 0.53% New
1720
MS
Marshall & Sullivan
Washington
$543K +$613K 1 1.1% New
1721
RB
Rodgers Brothers
Pennsylvania
$543K +$564K 2 0.32% New
1722
JFA
JNBA Financial Advisors
Minnesota
$536K +$563K 2 0.37% New
1723
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$534K +$525K 1 0.01% New
1724
RGC
Roberts, Glore & Co
Illinois
$530K +$516K 1 0.33% New
1725
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$523K +$539K 1 0.1% New