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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
LSCM
LaSalle Street Capital Management
Illinois
$1.02M $0 2 1% Maintained
1702
CI
Capital Innovations
Wisconsin
$1.01M +$701K 2 0.87% Increased
1703
MAM
Mizuho Asset Management
Japan
$1.01M +$245K 10 0.27% Increased
1704
Smithfield Trust
Smithfield Trust
Pennsylvania
$1.01M -$163K 6 0.2% Reduced
1705
LCP
Legacy Capital Partners
Wisconsin
$1M -$2.23M 1 0.64% Reduced
1706
CAW
Cornerstone Advisors (Washington)
Washington
$1M +$230K 10 0.78% Increased
1707
WB
Webster Bank
Connecticut
$1M -$3.31K 2 0.17% Reduced
1708
BOC
Barbara Oil Co
Illinois
$1M $0 1 0.82% Maintained
1709
RC
Randolph Company
Ohio
$992K -$15.6M 1 0.22% Reduced
1710
ST
Spinnaker Trust
Maine
$985K $0 1 0.14% Maintained
1711
WC
Whitnell & Co
Illinois
$984K -$271K 2 0.37% Reduced
1712
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$982K $0 1 0.37% Maintained
1713
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$982K +$1.02M 1 0.02% New
1714
CRIG
Charter Research & Investment Group
Connecticut
$976K -$14.5K 1 1.08% Reduced
1715
FBC
Fairfield, Bush & Co
Connecticut
$976K -$269K 2 0.28% Reduced
1716
HAM
Harber Asset Management
North Carolina
$976K -$495K 1 0.74% Reduced
1717
AP
Advisor Partners
California
$969K -$43K 2 0.41% Reduced
1718
MWAC
Mariner Wealth Advisors (Cincinnati)
Ohio
$967K -$124K 2 0.14% Reduced
1719
Giverny Capital
Giverny Capital
Quebec, Canada
$965K +$1.02M 1 0.21% New
1720
ATC
Argent Trust Company
Louisiana
$963K -$439K 2 0.39% Reduced
1721
CB
Community Bank
New York
$955K -$3.69K 3 0.22% Reduced
1722
HHMI
Howard Hughes Medical Institute
Maryland
$954K +$550K 1 0.13% Increased
1723
SNBOSD
Security National Bank of So Dak
Iowa
$945K +$264K 1 1.49% Increased
1724
TIA
Trust Investment Advisors
Indiana
$944K -$839K 2 0.94% Reduced
1725
NME
Notis-McConarty Edward
$942K -$17.7K 2 0.65% Reduced