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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
PFSC
Peoples Financial Services Corp
Pennsylvania
$1.03M +$962K 6 0.68% New
1752
GIS
Guardian Investor Services
New York
$1.03M -$17.8K 6 0.78% Reduced
1753
RAM
Redmond Asset Management
Virginia
$1.03M -$611K 1 0.55% Reduced
1754
CC
Cipher Capital
New York
$1.03M -$58.6K 4 0.71% Reduced
1755
Waverly Advisors
Waverly Advisors
Alabama
$1.03M +$217K 9 0.36% Increased
1756
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$1.02M +$13.5K 3 0.03% Increased
1757
CFS
Community Financial System
New York
$1.01M +$83.2K 2 0.23% Increased
1758
LCM
LionEye Capital Management
New York
$1M +$833K 1 0.2% New
1759
Ronald Blue & Co
Ronald Blue & Co
Georgia
$1M -$202K 2 0.07% Reduced
1760
CP
Camelot Portfolios
Ohio
$1M +$92K 2 0.65% Increased
1761
FUBT
First United Bank & Trust
Maryland
$984K -$25.4K 1 1.09% Reduced
1762
NAM
Needelman Asset Management
California
$982K $0 1 3.24% Maintained
1763
KCPG
Kavar Capital Partners Group
Kansas
$977K +$920K 4 0.87% New
1764
LWM
LBA Wealth Management
Florida
$977K +$900K 4 0.8% New
1765
HIM
Harbour Investment Management
Washington
$976K +$167K 1 0.65% Increased
1766
KIA
King Investment Advisors
Texas
$974K -$85.4K 1 0.45% Reduced
1767
FSA
Franklin Street Advisors
North Carolina
$969K -$534K 2 0.2% Reduced
1768
PFM
PacWest Financial Management
Arizona
$968K -$199K 1 0.29% Reduced
1769
EEG
E.E. Geduld
$954K +$789K 2 0.46% New
1770
SDJVC
St. Denis J. Villere & Co
Louisiana
$954K +$470K 1 0.04% Increased
1771
CK
Carnick & Kubik
Colorado
$953K +$110K 2 0.86% Increased
1772
AP
Advisor Partners
California
$950K +$33.3K 2 0.55% Increased
1773
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$947K -$392K 1 0.04% Reduced
1774
AIM
Acuity Investment Management
Ontario, Canada
$946K -$7.02M 3 0.37% Reduced
1775
PFBT
Parkside Financial Bank & Trust
Missouri
$934K +$482K 2 0.63% Increased