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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
FNBOH
First National Bank of Hutchinson
Kansas
$751K +$13.7K 1 0.46% Increased
1777
LSC
Lyon Street Capital
California
$750K +$765K 1 0.35% New
1778
PAA
Peregrine Asset Advisers
Oregon
$748K -$223K 1 0.61% Reduced
1779
ACM
Ativo Capital Management
Illinois
$747K +$478K 2 0.29% Increased
1780
BC
Banced Corp
Illinois
$744K +$126K 2 0.86% Increased
1781
SH
Scepter Holdings
Texas
$744K -$902K 1 0.12% Reduced
1782
MC
Miles Capital
Iowa
$739K +$258K 3 0.39% Increased
1783
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$734K -$517K 7 0.12% Reduced
1784
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$730K -$742K 2 0.3% Reduced
1785
FWC
First Washington Corp
Washington
$729K +$799K 2 0.42% Increased
1786
GC
Garde Capital
Washington
$725K +$8.9K 1 0.28% Increased
1787
HAIM
Hunter Associates Investment Management
Pennsylvania
$719K -$15.3K 1 0.28% Reduced
1788
MIC
MU Investments Company
Japan
$717K -$106K 5 0.35% Reduced
1789
SGCA
Steel Grove Capital Advisors
Tennessee
$714K +$131K 1 0.17% Increased
1790
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$712K +$736K 3 0.42% New
1791
CAS
CTC Alternative Strategies
Illinois
$707K -$1.07M 3 1.29% Reduced
1792
LM
Lincluden Management
Ontario, Canada
$697K +$727K 1 0.07% New
1793
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$689K -$10.5K 18 0.44% Reduced
1794
SC
Stratford Consulting
Texas
$687K +$687K 1 0.37% New
1795
CCP
Clough Capital Partners
Massachusetts
$672K $0 1 0.03% Maintained
1796
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$663K -$15.7K 2 0.1% Reduced
1797
RFA
Reilly Financial Advisors
California
$661K +$422K 7 0.16% Increased
1798
PFBT
Parkside Financial Bank & Trust
Missouri
$658K -$158K 2 0.4% Reduced
1799
Ancora Advisors
Ancora Advisors
Ohio
$653K -$394K 2 0.08% Reduced
1800
OA
Oak Associates
Ohio
$651K +$296K 2 0.08% Increased