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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
SNBOSD
Security National Bank of So Dak
Iowa
$919K -$1.37M 1 1.51% Reduced
1802
SCM
Siphron Capital Management
California
$916K -$931K 1 3.11% Reduced
1803
TSS
Thomas Story & Son
Indiana
$913K $0 1 0.56% Maintained
1804
MIC
MU Investments Company
Japan
$909K +$180K 5 0.42% Increased
1805
TIA
Tiemann Investment Advisors
California
$906K -$15.7K 1 1.01% Reduced
1806
CBN
Cadence Bank NA
Texas
$905K +$258K 3 0.49% Increased
1807
PFBT
Parkside Financial Bank & Trust
Missouri
$893K -$86.6K 2 0.53% Reduced
1808
CTI
Community Trust & Investment
Kentucky
$880K +$850K 1 0.13% New
1809
CCM
Compton Capital Management
Rhode Island
$880K $0 2 0.47% Maintained
1810
AA
AlphaMark Advisors
Kentucky
$873K +$13.8K 3 0.52% Increased
1811
CP
Camelot Portfolios
Ohio
$870K -$58.9K 2 0.56% Reduced
1812
Wolverine Asset Management
Wolverine Asset Management
Illinois
$868K -$73.2K 4 0.02% Reduced
1813
HAIM
Hunter Associates Investment Management
Pennsylvania
$863K -$266K 1 0.34% Reduced
1814
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$846K $0 1 0.04% Maintained
1815
NCM
Niemann Capital Management
Nevada
$843K +$746K 1 0.58% New
1816
GVT
Genesee Valley Trust
New York
$828K -$45.3K 3 0.5% Reduced
1817
FBT
First Bankers Trust
Kentucky
$821K -$3.15K 1 0.36% Reduced
1818
MCM
Maryland Capital Management
Maryland
$804K +$563K 2 0.14% Increased
1819
GC
Garde Capital
Washington
$786K +$760K 1 0.31% New
1820
GLI
Guardian Life Insurance
New York
$784K -$967 6 0.08% Reduced
1821
RCAG
Rehmann Capital Advisory Group
Michigan
$773K +$32.5K 2 0.18% Increased
1822
BC
Banced Corp
Illinois
$772K -$206K 2 0.93% Reduced
1823
Loews Corp
Loews Corp
New York
$772K +$17.8K 2 0% Increased
1824
EVC
Eidelman Virant Capital
Missouri
$771K $0 1 0.32% Maintained
1825
BCM
Beddow Capital Management
Wyoming
$761K +$400K 1 0.21% Increased