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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
1751
LWI
Long Wharf Investors
Massachusetts
$458K -$21K 1 0.44% Reduced
1752
WIM
Wilen Investment Management
Florida
$458K +$227K 2 0.31% Increased
1753
Grimes & Company
Grimes & Company
Massachusetts
$454K +$244K 2 0.15% Increased
1754
FANJ
Financial Architects (New Jersey)
New Jersey
$452K -$28.1K 9 0.29% Reduced
1755
DCM
Decade Capital Management
New York
$450K -$17.9M 1 0.03% Reduced
1756
QI
Quotient Investors
New York
$447K -$2.11M 1 0.12% Reduced
1757
DCM
Dialectic Capital Management
Connecticut
$445K -$1.16M 1 0.1% Reduced
1758
CCM
Compton Capital Management
Rhode Island
$444K -$1.26M 1 0.27% Reduced
1759
ACM
Argyle Capital Management
Pennsylvania
$440K $0 1 0.24% Maintained
1760
CC
Courier Capital
New York
$440K -$437K 1 0.1% Reduced
1761
PIP
Palisades Investment Partners
California
$437K $0 1 0.41% Maintained
1762
SOAMC
Spirit of America Management Corp
New York
$435K -$87K 2 0.16% Reduced
1763
Oberweis Asset Management
Oberweis Asset Management
Illinois
$433K -$347K 2 0.12% Reduced
1764
RGC
Roberts, Glore & Co
Illinois
$431K -$130K 1 0.32% Reduced
1765
ACM
Antonetti Capital Management
Florida
$426K $0 3 0.43% Maintained
1766
HT
HighTower Trust
Texas
$424K -$350K 1 0.06% Reduced
1767
FC
Fayerweather Charles
$422K -$8.33K 1 1.7% Reduced
1768
EA
Ecofin Advisors
United Kingdom
$421K -$13.7M 3 4.43% Reduced
1769
FBP
Flippin Bruce & Porter
Virginia
$419K -$1.29M 1 0.14% Reduced
1770
SBWM
Sunflower Bank Wealth Management
Arizona
$418K +$152K 1 0.23% Increased
1771
KIC
Keating Investment Counselors
Florida
$417K -$169K 1 0.23% Reduced
1772
SDJVC
St. Denis J. Villere & Co
Louisiana
$417K $0 1 0.02% Maintained
1773
TC
Taylor Cottrill
New Hampshire
$417K $0 1 0.23% Maintained
1774
PM
Platinum Management
New York
$416K +$468K 1 0.22% Increased
1775
SG
Somerset Group
Minnesota
$411K -$1.08M 1 0.3% Reduced