← All themes

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
PFSC
Peoples Financial Services Corp
Pennsylvania
$940K +$55.4K 4 0.62% Increased
1727
SAM
Sawgrass Asset Management
Florida
$934K -$101K 1 0.04% Reduced
1728
ACM
Ativo Capital Management
Illinois
$930K -$1.58M 2 0.36% Reduced
1729
SPC
Stewart & Patten Company
California
$929K -$54.8K 2 0.19% Reduced
1730
KTC
Kistler-Tiffany Companies
Pennsylvania
$924K -$29.4K 4 0.59% Reduced
1731
RGC
Roberts, Glore & Co
Illinois
$923K -$14.2K 2 0.64% Reduced
1732
IAMOG
Investors Asset Management of Georgia
Georgia
$918K -$8.31K 2 0.76% Reduced
1733
ECM
Empirical Capital Management
Tennessee
$911K +$515K 1 0.85% Increased
1734
KIA
Kopp Investment Advisors
Minnesota
$910K -$3.37K 1 0.4% Reduced
1735
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$904K -$2.49K 2 0.28% Reduced
1736
TIA
Tiemann Investment Advisors
California
$901K +$231K 2 0.94% Increased
1737
EP Wealth Advisors
EP Wealth Advisors
California
$893K -$315K 2 0.17% Reduced
1738
PSI
Pinnacle Summer Investments
Virginia
$886K -$277K 7 0.12% Reduced
1739
AWP
Ascent Wealth Partners
New York
$883K +$163K 1 0.48% Increased
1740
BST
Bath Savings Trust
Maine
$883K +$141K 2 0.3% Increased
1741
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$882K -$42.4K 1 0.01% Reduced
1742
BOTW
Bank of the West
California
$879K -$98.7K 2 0.12% Reduced
1743
GIS
Guardian Investor Services
New York
$878K -$19.1K 8 0.69% Reduced
1744
MCM
Monarch Capital Management
Indiana
$878K +$422K 1 0.33% Increased
1745
OWIM
Old West Investment Management
California
$877K +$74.2K 1 0.59% Increased
1746
LCM
Landscape Capital Management
New Jersey
$870K -$2.1M 2 0.23% Reduced
1747
BAC
Boys Arnold & Co
North Carolina
$867K +$49.9K 1 0.17% Increased
1748
AIM
Advantage Investment Management
Iowa
$863K +$45.4K 9 0.49% Increased
1749
Capital Wealth Planning
Capital Wealth Planning
Florida
$862K $0 1 0.45% Maintained
1750
KCPG
Kavar Capital Partners Group
Kansas
$862K +$62.6K 1 0.73% Increased