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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
1801
PC
Permit Capital
Pennsylvania
$322K +$340K 1 0.24% New
1802
JWA
JFS Wealth Advisors
Pennsylvania
$320K +$330K 1 0.16% New
1803
BAM
Berkshire Asset Management
Pennsylvania
$314K +$309K 1 0.09% New
1804
GIA
Granite Investment Advisors
New Hampshire
$313K +$323K 1 0.07% New
1805
JCM
JD Capital Management
Connecticut
$313K +$333K 1 0.02% New
1806
LOM
Loeb Offshore Management
New York
$311K +$309K 1 0.16% New
1807
OA
Oxbow Advisors
Texas
$311K +$321K 1 0.05% New
1808
CCM
Cazenove Capital Management
United Kingdom
$308K +$322K 3 0.25% New
1809
IIC
Ironwood Investment Counsel
Arizona
$308K +$318K 1 0.2% New
1810
PAMG
Patton Albertson Miller Group
Tennessee
$306K +$315K 1 0.19% New
1811
FM
Foster & Motley
Ohio
$305K +$324K 1 0.08% New
1812
AAM
Autus Asset Management
Arizona
$303K +$313K 1 0.14% New
1813
BIC
Beach Investment Counsel
Pennsylvania
$301K +$321K 1 0.03% New
1814
NPPM
North Point Portfolio Managers
Ohio
$301K +$310K 1 0.08% New
1815
AIC
Atlantic Investment Company
Georgia
$300K +$310K 1 0.22% New
1816
ACPU
Arrowgrass Capital Partners (US)
Delaware
$299K +$308K 1 0.03% New
1817
GIA
GHP Investment Advisors
Colorado
$297K +$335K 1 0.12% New
1818
GHC
GETCO Holding Company
Illinois
$293K +$302K 1 0.05% New
1819
CW
Cobiz Wealth
Colorado
$291K +$293K 3 0.08% New
1820
WPAM
Wright Private Asset Management
Connecticut
$291K +$300K 1 2.66% New
1821
AB
Atlas Brown
Kentucky
$290K +$299K 1 0.06% New
1822
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$290K +$289K 1 0.04% New
1823
FFA
First Foundation Advisors
California
$290K +$299K 1 0.06% New
1824
JT
Jump Trading
Illinois
$290K +$309K 1 0.11% New
1825
HR
Howe & Rusling
New York
$281K +$289K 7 0.08% New