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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
TT
Tower Trust
Indiana
$606K -$74.4K 2 0.41% Reduced
1702
CPO
Cerity Partners OCIO
New York
$605K -$8.8K 1 0.11% Reduced
1703
FMLI
Fukoku Mutual Life Insurance
Japan
$602K $0 3 0.12% Maintained
1704
TNB
Thomasville National Bank
Georgia
$601K +$549K 1 0.31% New
1705
Advent Capital Management
Advent Capital Management
New York
$598K +$690K 1 0.01% New
1706
TTWM
TCV Trust & Wealth Management
Virginia
$595K +$26.5K 2 0.12% Increased
1707
BT
Beacon Trust
New Jersey
$591K -$1.55M 2 0.11% Reduced
1708
QCMC
Quantum Capital Management (California)
California
$590K +$608K 1 0.12% New
1709
BWAM
Boyd Watterson Asset Management
Ohio
$588K -$235K 1 0.28% Reduced
1710
BBI
Baxter Bros Inc
Connecticut
$585K +$287K 2 0.32% Increased
1711
FHB
First Hawaiian Bank
Hawaii
$584K +$44.2K 2 0.12% Increased
1712
LPC
Loeb Partners Corp
New York
$584K -$248K 1 0.2% Reduced
1713
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$575K -$82.4K 2 0.05% Reduced
1714
TC
TradeLink Capital
Illinois
$566K -$2.53M 4 1.3% Reduced
1715
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$561K -$58.3K 2 0.37% Reduced
1716
TBNY
Trustco Bank (New York)
New York
$560K -$11K 2 0.56% Reduced
1717
DA
Dunvegan Associates
California
$551K -$4.52M 1 0.41% Reduced
1718
TCA
Troob Capital Advisors
New York
$549K +$499K 2 10.89% New
1719
GHAM
Gilman Hill Asset Management
Connecticut
$547K -$41.4K 2 0.39% Reduced
1720
CCM
Cutler Capital Management
Massachusetts
$542K +$127K 1 0.22% Increased
1721
AIC
Atlantic Investment Company
Georgia
$538K +$214K 2 0.35% Increased
1722
GF
Gerry Farber
New York
$538K +$485K 1 0.58% New
1723
BSWMG
Barrington Strategic Wealth Management Group
Illinois
$537K -$875K 2 0.48% Reduced
1724
OL
Orbitronix LP
California
$535K $0 1 0.4% Maintained
1725
JAMONY
Jacob Asset Management of New York
California
$530K +$181K 1 0.66% Increased