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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
SAM
Shikiar Asset Management
New York
$772K -$1.71M 2 0.34% Reduced
1777
KIG
Kessler Investment Group
Indiana
$771K +$754K 1 1.31% Increased
1778
BIC
Beach Investment Counsel
Pennsylvania
$766K -$153K 2 0.07% Reduced
1779
DM
Diker Management
New York
$763K +$14.6K 1 0.14% Increased
1780
DBIA
Dumont & Blake Investment Advisors
New Jersey
$759K +$7.89K 1 0.37% Increased
1781
PCA
Peddock Capital Advisors
Massachusetts
$758K -$94.8K 2 0.63% Reduced
1782
HAIM
Hunter Associates Investment Management
Pennsylvania
$743K $0 1 0.29% Maintained
1783
DAL
David A. Lorber
$740K $0 1 2.14% Maintained
1784
HI
Hudock Inc
Pennsylvania
$727K +$414K 5 0.32% Increased
1785
BA
Birinyi Associates
Connecticut
$724K -$438K 2 0.48% Reduced
1786
TCM
Traynor Capital Management
Pennsylvania
$723K -$441K 3 0.69% Reduced
1787
AAM
Aureus Asset Management
Massachusetts
$721K +$230K 2 0.17% Increased
1788
BEAM
Baker Ellis Asset Management
Washington
$715K -$30.5K 2 0.23% Reduced
1789
PIC
PCJ Investment Counsel
Ontario, Canada
$712K +$338K 1 0.04% Increased
1790
HCM
Harvey Capital Management
Florida
$705K -$125K 2 0.26% Reduced
1791
SIM
SSI Investment Management
California
$705K +$206K 3 0.07% Increased
1792
AIM
Acropolis Investment Management
Missouri
$702K +$75.3K 2 0.13% Increased
1793
OP
Oldfield Partners
United Kingdom
$699K +$627K 2 0.04% Increased
1794
CL
CSS LLC
Illinois
$696K -$466K 1 0.04% Reduced
1795
AIM
Acuity Investment Management
Ontario, Canada
$688K -$1.47M 3 0.97% Reduced
1796
AAIM
American Assets Investment Management
California
$687K $0 1 0.22% Maintained
1797
IT
Investors Trust
Texas
$687K $0 1 2.11% Maintained
1798
FBFS
First Business Financial Services
Wisconsin
$678K +$50.7K 2 0.2% Increased
1799
NAM
Needelman Asset Management
California
$678K -$2.27K 1 2.06% Reduced
1800
TSS
Thomas Story & Son
Indiana
$672K $0 1 0.42% Maintained