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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
1776
TCM
Timpani Capital Management
Wisconsin
$1.02M +$185K 1 0.46% Increased
1777
WA
Winfield Associates
Ohio
$1.01M -$69.3K 4 0.73% Reduced
1778
PFSC
Peoples Financial Services Corp
Pennsylvania
$1.01M +$17.1K 6 0.64% Increased
1779
WGCA
Wolf Group Capital Advisors
Virginia
$988K -$1.2M 2 0.72% Reduced
1780
TM
TigerShark Management
New York
$985K -$164K 1 0.77% Reduced
1781
ZIM
ZPR Investment Management
Florida
$978K +$971K 3 0.9% New
1782
MRCM
M&R Capital Management
New Jersey
$977K +$105 1 0.23% Increased
1783
ARMT
Amica Retiree Medical Trust
Rhode Island
$975K -$357K 3 0.8% Reduced
1784
PMG
ProVise Management Group
Florida
$974K -$48.9K 1 0.21% Reduced
1785
Alpha Cubed Investments
Alpha Cubed Investments
California
$973K -$3.57K 1 0.43% Reduced
1786
FTI
Fiduciary Trust International
Massachusetts
$972K +$261K 2 0.29% Increased
1787
KIA
Kopp Investment Advisors
Minnesota
$971K -$17.7K 1 0.45% Reduced
1788
SCM
SOL Capital Management
Maryland
$971K $0 2 0.39% Maintained
1789
Savant Capital
Savant Capital
Illinois
$970K +$83.9K 2 0.42% Increased
1790
LBC
Lowe Brockenbrough & Co
Virginia
$959K -$16.3K 1 0.15% Reduced
1791
PCA
Peddock Capital Advisors
Massachusetts
$959K +$19.6K 2 0.72% Increased
1792
ACS
Archford Capital Strategies
Illinois
$958K +$32.2K 6 0.74% Increased
1793
RMCM
Reynders McVeigh Capital Management
Massachusetts
$946K -$38.1K 2 0.22% Reduced
1794
CPO
Cerity Partners OCIO
New York
$944K +$34.2K 1 0.13% Increased
1795
HCM
Harvey Capital Management
Florida
$942K $0 2 0.34% Maintained
1796
QI
Quotient Investors
New York
$941K -$168K 2 0.2% Reduced
1797
Jensen Investment Management
Jensen Investment Management
Oregon
$932K -$220K 2 0.01% Reduced
1798
ANRIA
American National Registered Investment Advisor
Texas
$930K $0 2 0.44% Maintained
1799
NAM
Needelman Asset Management
California
$926K $0 1 2.93% Maintained
1800
AFG
American Financial Group
Ohio
$921K $0 1 0.08% Maintained