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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
IMS
Index Management Solutions
Pennsylvania
$805K +$328K 9 0.2% Increased
1802
ANRIA
American National Registered Investment Advisor
Texas
$801K -$4.4K 2 0.41% Reduced
1803
TBA
Train Babcock Advisors
New York
$800K -$8.54K 1 0.28% Reduced
1804
CCM
Compton Capital Management
Rhode Island
$799K +$255K 2 0.46% Increased
1805
JT
Jump Trading
Illinois
$798K -$128K 4 0.07% Reduced
1806
PMG
ProVise Management Group
Florida
$787K +$114K 1 0.2% Increased
1807
CCG
Cypress Capital Group
Florida
$779K +$85 2 0.19% Increased
1808
MNBTD
Moody National Bank Trust Division
Texas
$779K -$4.4K 2 0.05% Reduced
1809
PIC
PCJ Investment Counsel
Ontario, Canada
$779K -$772K 1 0.04% Reduced
1810
SMC
Smith, Moore & Co
Missouri
$777K +$720K 1 0.49% New
1811
CC
Courier Capital
New York
$775K +$275K 2 0.17% Increased
1812
KBG
Kahn Brothers Group
New York
$773K -$3.76M 1 0.13% Reduced
1813
BIM
Beach Investment Management
Pennsylvania
$770K +$732K 1 1.07% New
1814
FWM
Focused Wealth Management
New York
$767K +$475K 4 0.64% Increased
1815
RCAG
Rehmann Capital Advisory Group
Michigan
$766K -$185K 2 0.23% Reduced
1816
TSS
Thomas Story & Son
Indiana
$763K $0 1 0.42% Maintained
1817
FBC
Fairfield, Bush & Co
Connecticut
$757K -$471K 3 0.34% Reduced
1818
PM
Parametrica Management
Hong Kong
$756K +$657K 2 2.08% New
1819
PAMG
Patton Albertson Miller Group
Tennessee
$750K -$42.6K 1 0.44% Reduced
1820
CCP
Clough Capital Partners
Massachusetts
$749K -$22.1M 1 0.02% Reduced
1821
PCA
Peddock Capital Advisors
Massachusetts
$747K +$697K 2 0.58% New
1822
BO
Bank OZK
Arkansas
$744K -$47.3K 1 0.29% Reduced
1823
IB
Intrust Bank
Kansas
$731K +$258K 2 0.32% Increased
1824
SC
Sumit Capital
New York
$731K +$718K 2 1.3% New
1825
CC
Clearline Capital
New York
$728K +$739K 1 0.23% New