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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
1726
Jensen Investment Management
Jensen Investment Management
Oregon
$1.11M +$122K 2 0.02% Increased
1727
ANB
Amarillo National Bank
Texas
$1.11M -$272K 2 0.92% Reduced
1728
PAM
Princeton Alpha Management
New Jersey
$1.11M +$1.01M 4 0.81% New
1729
CBT
Central Bank & Trust
Kentucky
$1.1M -$685K 4 0.43% Reduced
1730
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.1M -$192K 6 0.32% Reduced
1731
BAC
Boys Arnold & Co
North Carolina
$1.1M +$21.2K 2 0.21% Increased
1732
CCM
CrestPoint Capital Management
Missouri
$1.1M +$1.06M 2 0.73% New
1733
CIM
CenturyLink Investment Management
Colorado
$1.09M -$1.06M 1 0.34% Reduced
1734
WCM
Wunderlich Capital Managemnt
Tennessee
$1.09M +$1.01M 1 1.04% New
1735
HAIM
Hunter Associates Investment Management
Pennsylvania
$1.09M -$287K 2 0.42% Reduced
1736
KTC
Kistler-Tiffany Companies
Pennsylvania
$1.08M +$12.8K 5 0.81% Increased
1737
PCM
Perkins Capital Management
Minnesota
$1.08M +$231K 1 0.73% Increased
1738
AIM
Acropolis Investment Management
Missouri
$1.07M -$142K 1 0.23% Reduced
1739
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$1.07M +$202K 2 0.38% Increased
1740
NCM
Novare Capital Management
North Carolina
$1.07M -$2.72M 1 0.3% Reduced
1741
TM
TigerShark Management
New York
$1.07M +$226K 1 0.74% Increased
1742
PSI
Pinnacle Summer Investments
Virginia
$1.07M -$4.73K 9 0.15% Reduced
1743
AFG
American Financial Group
Ohio
$1.06M $0 1 0.1% Maintained
1744
AMG National Trust Bank
AMG National Trust Bank
Colorado
$1.05M +$1.67K 2 0.12% Increased
1745
SCM
Southport Capital Management
Tennessee
$1.05M +$122K 1 0.74% Increased
1746
AIM
Aspen Investment Management
Michigan
$1.05M -$51.2K 2 0.7% Reduced
1747
SEC
Seven Eight Capital
New York
$1.05M +$950K 7 1.16% New
1748
VCM
Violich Capital Management
California
$1.04M -$227K 1 0.37% Reduced
1749
RMCM
Reynders McVeigh Capital Management
Massachusetts
$1.04M -$96K 2 0.26% Reduced
1750
BCM
Barometer Capital Management
Ontario, Canada
$1.04M +$891K 1 0.26% New