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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
YCM
Yorkville Capital Management
New York
$350K +$101K 1 0.31% Increased
1802
NI
Nuance Investments
Missouri
$349K +$6.31K 1 0.09% Increased
1803
AB
Atlas Brown
Kentucky
$347K +$53.7K 1 0.26% Increased
1804
PHS
Pekin Hardy Strauss
Illinois
$346K +$8.54K 2 0.05% Increased
1805
FIAS
FinTrust Investment Advisory Services
South Carolina
$345K -$34.9K 1 0.71% Reduced
1806
HCM
Horrell Capital Management
Arkansas
$343K -$2.74K 1 0.18% Reduced
1807
AWS
Aris Wealth Services
Pennsylvania
$341K +$84.1K 1 0.62% Increased
1808
QC
QCM Cayman
Texas
$341K +$346K 1 0.21% New
1809
HCM
Highlander Capital Management
New Jersey
$338K +$79.3K 4 0.34% Increased
1810
DHFB
Dixon Hubard Feinour & Brown
Virginia
$334K -$3.51M 1 0.14% Reduced
1811
Brighton Jones LLC
Brighton Jones LLC
Washington
$332K $0 1 0.09% Maintained
1812
MUS
Mitsubishi UFJ Securities
Japan
$332K +$383K 1 0.14% New
1813
PC
Permit Capital
Pennsylvania
$322K $0 1 0.23% Maintained
1814
SCIA
Sanibel Captiva Investment Advisers
Illinois
$317K -$307K 1 0.24% Reduced
1815
GIA
GHP Investment Advisors
Colorado
$315K -$11.5K 1 0.11% Reduced
1816
OA
Oxbow Advisors
Texas
$314K $0 1 0.05% Maintained
1817
DWT
Dorsey & Whitney Trust
South Dakota
$311K -$647K 1 0.09% Reduced
1818
Massachusetts Mutual Life Insurance
Massachusetts Mutual Life Insurance
Massachusetts
$310K +$49.5K 1 0.3% Increased
1819
HIC
Harvey Investment Company
Kentucky
$309K -$377K 1 0.09% Reduced
1820
WA
WealthTrust-Arizona
Arizona
$307K +$27.7K 7 0.39% Increased
1821
South Texas Money Management
South Texas Money Management
Texas
$306K -$18M 1 0.02% Reduced
1822
TC
Telemus Capital
Michigan
$304K +$284K 1 0.09% New
1823
BIC
Beach Investment Counsel
Pennsylvania
$302K $0 1 0.03% Maintained
1824
HCM
Harvest Capital Management
New Hampshire
$300K +$306K 1 0.18% New
1825
IIC
Ironwood Investment Counsel
Arizona
$292K -$20.1K 1 0.19% Reduced