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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
PAA
Peregrine Asset Advisers
Oregon
$804K +$92.1K 1 0.51% Increased
1777
RIM
Ranger Investment Management
Texas
$803K -$469K 2 0.06% Reduced
1778
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$798K -$207K 1 0.03% Reduced
1779
SJIM
St. Johns Investment Management
Florida
$797K -$37.2K 1 0.6% Reduced
1780
TIA
Tiemann Investment Advisors
California
$797K -$5.08K 1 0.71% Reduced
1781
PBO
Peoples Bank (Ohio)
Ohio
$793K +$210K 2 0.44% Increased
1782
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$793K +$212K 4 0.91% Increased
1783
SPC
Stewart & Patten Company
California
$792K $0 2 0.15% Maintained
1784
AIA
Allegis Investment Advisors
Idaho
$790K -$208K 2 0.2% Reduced
1785
SouthState Corp
SouthState Corp
Florida
$788K -$161K 1 0.1% Reduced
1786
BCB
Brian C. Broderick
$786K $0 2 0.29% Maintained
1787
AHB
Abner Herrman & Brock
New Jersey
$782K -$17.6K 1 0.15% Reduced
1788
CB
Community Bank
New York
$781K -$82.3K 2 0.08% Reduced
1789
Balentine LLC
Balentine LLC
Georgia
$777K +$1.71K 7 0.07% Increased
1790
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$772K +$261K 1 0.3% Increased
1791
IP
Investment Partners
Ohio
$769K +$34.8K 1 0.7% Increased
1792
SHGA
Sand Hill Global Advisors
California
$767K +$727K 2 0.09% New
1793
IIC
Integrated Investment Consultants
Michigan
$764K +$12.6K 7 0.34% Increased
1794
HPCM
High Pointe Capital Management
Illinois
$761K +$24.1K 2 1.18% Increased
1795
WAM
Watermark Asset Management
California
$761K +$40.6K 2 0.34% Increased
1796
RVM
Robinson Value Management
Texas
$757K -$1.14M 1 0.71% Reduced
1797
FTI
Fiduciary Trust International
Massachusetts
$755K -$9.85K 1 0.2% Reduced
1798
BEAM
Baker Ellis Asset Management
Washington
$754K +$98K 2 0.21% Increased
1799
ARMT
Amica Retiree Medical Trust
Rhode Island
$752K -$67.2K 4 0.61% Reduced
1800
PNAA
Pictet North America Advisors
Switzerland
$752K -$610K 1 0.12% Reduced