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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
IRS
Invictus RG (Singapore)
Singapore
$937K -$804K 11 1.19% Reduced
1727
MTIM
Marathon Trading Investment Management
Pennsylvania
$936K -$1.48M 2 0.03% Reduced
1728
AHB
Abner Herrman & Brock
New Jersey
$935K -$1.22M 2 0.27% Reduced
1729
DBIA
Dumont & Blake Investment Advisors
New Jersey
$935K $0 1 0.48% Maintained
1730
FBC
Fairfield, Bush & Co
Connecticut
$933K -$215K 2 0.27% Reduced
1731
Jensen Investment Management
Jensen Investment Management
Oregon
$933K +$91.2K 2 0.01% Increased
1732
SIM
Sterling Investment Management
Arizona
$931K $0 1 0.65% Maintained
1733
PFSC
Peoples Financial Services Corp
Pennsylvania
$919K $0 6 0.62% Maintained
1734
IMAS
ID Management A/S
Denmark
$907K +$929K 5 0.42% New
1735
T
TradeWorx
New Jersey
$903K -$390K 2 1.19% Reduced
1736
CP
Camelot Portfolios
Ohio
$895K +$57.7K 2 0.52% Increased
1737
BDF
Balasa Dinverno & Foltz
$894K -$161K 2 0.14% Reduced
1738
WGCA
Wolf Group Capital Advisors
Virginia
$891K -$61.6K 2 0.67% Reduced
1739
ANRIA
American National Registered Investment Advisor
Texas
$886K -$4.24K 2 0.42% Reduced
1740
ARMT
Amica Retiree Medical Trust
Rhode Island
$882K $0 3 0.75% Maintained
1741
KIA
Kopp Investment Advisors
Minnesota
$882K +$3.85K 1 0.44% Increased
1742
BHMP
Bardin Hill Management Partners
New York
$873K -$10.5K 1 0.06% Reduced
1743
PCA
Peddock Capital Advisors
Massachusetts
$871K $0 2 0.71% Maintained
1744
Ronald Blue & Co
Ronald Blue & Co
Georgia
$871K -$149K 1 0.06% Reduced
1745
RCAG
Rehmann Capital Advisory Group
Michigan
$869K +$183K 2 0.21% Increased
1746
HCM
Harvey Capital Management
Florida
$854K $0 2 0.33% Maintained
1747
DM
Diker Management
New York
$851K -$386K 1 0.17% Reduced
1748
CBN
Cadence Bank NA
Texas
$841K +$5.97K 3 0.45% Increased
1749
BCA
Benchmark Capital Advisors
New York
$840K +$967K 1 0.58% New
1750
AWP
Ascent Wealth Partners
New York
$839K -$256K 1 0.53% Reduced