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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
AT
Acadia Trust
Maine
$838K +$293K 1 0.3% Increased
1752
Coldstream Capital Management
Coldstream Capital Management
Washington
$832K +$278K 3 0.24% Increased
1753
SCM
SOL Capital Management
Maryland
$832K -$44.5K 2 0.34% Reduced
1754
TSS
Thomas Story & Son
Indiana
$832K $0 1 0.52% Maintained
1755
SNBOSD
Security National Bank of So Dak
Iowa
$830K -$12.4K 1 1.37% Reduced
1756
SCM
Siphron Capital Management
California
$825K -$10.6K 1 2.77% Reduced
1757
ACS
Archford Capital Strategies
Illinois
$823K -$53.7K 4 0.65% Reduced
1758
TIA
Tiemann Investment Advisors
California
$821K -$5.3K 1 0.91% Reduced
1759
Parnassus Investments
Parnassus Investments
California
$820K -$7.7M 1 0.01% Reduced
1760
GLI
Guardian Life Insurance
New York
$813K +$95.1K 8 0.08% Increased
1761
Cannell & Spears
Cannell & Spears
New York
$812K +$268K 1 0.1% Increased
1762
CTI
Community Trust & Investment
Kentucky
$802K $0 1 0.12% Maintained
1763
AA
AlphaMark Advisors
Kentucky
$800K $0 3 0.51% Maintained
1764
AMG
Asset Management Group
Connecticut
$799K +$189K 1 0.43% Increased
1765
NAM
Needelman Asset Management
California
$795K -$10.7K 1 2.55% Reduced
1766
RB
Rodgers Brothers
Pennsylvania
$795K -$201K 2 0.42% Reduced
1767
SCM
Southport Capital Management
Tennessee
$788K +$324K 2 0.52% Increased
1768
RGC
Roberts, Glore & Co
Illinois
$786K +$213K 2 0.54% Increased
1769
OFS
Orrstown Financial Services
Pennsylvania
$781K +$668K 2 0.85% Increased
1770
CPO
Cerity Partners OCIO
New York
$776K -$89.9K 1 0.1% Reduced
1771
Eagle Global Advisors
Eagle Global Advisors
Texas
$763K -$334K 4 0.02% Reduced
1772
TM
TigerShark Management
New York
$761K $0 1 0.62% Maintained
1773
CCM
Compton Capital Management
Rhode Island
$760K -$88.3K 2 0.41% Reduced
1774
FBT
First Bankers Trust
Kentucky
$756K +$7.95K 1 0.33% Increased
1775
NPGCU
Napier Park Global Capital (US)
New York
$754K +$732K 1 0.26% New