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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
DSN
D. Scott Neal
Kentucky
$785K $0 2 0.51% Maintained
1752
VCM
Violich Capital Management
California
$785K -$16.3K 2 0.24% Reduced
1753
TTWM
TCV Trust & Wealth Management
Virginia
$783K +$526K 2 0.12% Increased
1754
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$779K +$795K 1 0.1% New
1755
TSS
Thomas Story & Son
Indiana
$779K $0 1 0.44% Maintained
1756
BMM
Buffington Mohr McNeal
Idaho
$778K +$211K 1 0.34% Increased
1757
FCFC
First Commonwealth Financial Corp
Pennsylvania
$778K +$765K 1 1% New
1758
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$774K -$99.4K 1 0.07% Reduced
1759
FIM
Fernwood Investment Management
Massachusetts
$770K -$75.7K 1 0.61% Reduced
1760
IIC
Integrated Investment Consultants
Michigan
$768K +$16.6K 7 0.35% Increased
1761
GEM
Global Endowment Management
North Carolina
$765K +$26.4K 2 0.11% Increased
1762
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$761K +$769K 1 0.1% New
1763
CFA
CT Financial Advisors
Pennsylvania
$760K +$259 5 0.47% Increased
1764
FBT
First Bank & Trust
South Dakota
$759K +$65.5K 4 0.66% Increased
1765
BCAM
Boston Common Asset Management
Massachusetts
$757K -$28.5K 1 0.1% Reduced
1766
FWM
Focused Wealth Management
New York
$753K -$535K 5 0.29% Reduced
1767
CB
Community Bank
New York
$751K -$569K 3 0.16% Reduced
1768
CTI
Community Trust & Investment
Kentucky
$751K $0 1 0.09% Maintained
1769
BCB
Brian C. Broderick
$749K -$235K 2 0.31% Reduced
1770
NB
Nicolet Bankshares
Wisconsin
$749K +$17.1K 2 0.39% Increased
1771
HCM
Highlander Capital Management
New Jersey
$744K -$3.1K 3 0.61% Reduced
1772
ZAM
Zevin Asset Management
Massachusetts
$744K -$16.5K 1 0.19% Reduced
1773
FIG
FundX Investment Group
California
$742K $0 1 0.31% Maintained
1774
WC
Woodstock Corp
Massachusetts
$740K -$61.5K 1 0.15% Reduced
1775
SJIM
St. Johns Investment Management
Florida
$736K -$747K 1 0.58% Reduced