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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
GHAM
Gilman Hill Asset Management
Connecticut
$933K +$92.7K 1 0.4% Increased
1727
SCP
Syntal Capital Partners
Texas
$932K +$890K 2 0.2% New
1728
GP
Girard Partners
Pennsylvania
$925K +$151K 2 0.2% Increased
1729
PWSG
Pacific Wealth Strategies Group
California
$920K +$170K 1 0.79% Increased
1730
EVC
Eidelman Virant Capital
Missouri
$917K $0 2 0.53% Maintained
1731
TMC
Trellus Management Company
Florida
$915K -$21.6K 1 1.34% Reduced
1732
DI
DUMAC Inc
North Carolina
$913K $0 1 1.12% Maintained
1733
MLFP
MPS Loria Financial Planners
Illinois
$910K +$857K 5 0.61% New
1734
TSS
Thomas Story & Son
Indiana
$903K $0 1 0.53% Maintained
1735
FCG
FrontFour Capital Group
Connecticut
$902K +$929K 1 0.18% New
1736
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$898K +$1.22K 1 0.08% Increased
1737
RCAG
Rehmann Capital Advisory Group
Michigan
$898K -$904K 3 0.17% Reduced
1738
VCM
Violich Capital Management
California
$896K $0 2 0.26% Maintained
1739
TTWM
TCV Trust & Wealth Management
Virginia
$895K $0 2 0.14% Maintained
1740
NAM
Needelman Asset Management
California
$893K +$4.79K 1 2.3% Increased
1741
FIM
Fernwood Investment Management
Massachusetts
$892K $0 1 0.65% Maintained
1742
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$892K +$537K 3 0.14% Increased
1743
DSN
D. Scott Neal
Kentucky
$886K -$15K 2 0.6% Reduced
1744
B
BancorpSouth
Mississippi
$878K -$44.8K 2 0.09% Reduced
1745
BCAM
Boston Common Asset Management
Massachusetts
$876K -$10.4K 1 0.12% Reduced
1746
KL
Kinsight LLC
Alabama
$875K -$23.5K 1 0.5% Reduced
1747
Greenleaf Trust
Greenleaf Trust
Michigan
$874K +$105K 4 0.02% Increased
1748
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$872K +$10.4K 5 0.35% Increased
1749
ABTD
Arvest Bank Trust Division
Oklahoma
$867K -$46.9K 1 0.07% Reduced
1750
LJAC
L.J. Altfest & Co
New York
$864K +$856K 1 0.52% New