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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
AGM
Alpine Global Management
New York
$667K -$2.08M 3 0.22% Reduced
1802
FFSOTS
Fiduciary Financial Services of The Southwest
Texas
$667K -$63.6K 1 0.2% Reduced
1803
SIM
Sterling Investment Management
Arizona
$664K -$8.31K 1 0.47% Reduced
1804
CCM
Compton Capital Management
Rhode Island
$659K +$22.5K 2 0.37% Increased
1805
QAM
Quantres Asset Management
Cayman Islands
$658K -$2.69M 1 0.66% Reduced
1806
CT
Cambridge Trust
Massachusetts
$654K +$22.8K 2 0.06% Increased
1807
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$654K -$4.25M 1 0.02% Reduced
1808
AMG
Asset Management Group
Connecticut
$653K +$4.49K 1 0.3% Increased
1809
LM
Lincluden Management
Ontario, Canada
$653K -$46.6K 1 0.09% Reduced
1810
CTI
Community Trust & Investment
Kentucky
$648K $0 1 0.09% Maintained
1811
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$648K +$13.8K 1 0.04% Increased
1812
PMG
ProVise Management Group
Florida
$645K -$153K 1 0.14% Reduced
1813
CIA
Capital Impact Advisors
Massachusetts
$643K +$591K 1 0.29% New
1814
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$641K -$535K 1 0.46% Reduced
1815
FNBOH
First National Bank of Hutchinson
Kansas
$640K +$607K 1 0.35% New
1816
HHGA
Halbert Hargrove Global Advisors
California
$639K +$623K 2 0.21% New
1817
CAM
Concorde Asset Management
Michigan
$637K +$34.9K 2 0.73% Increased
1818
Financial Engines Advisors
Financial Engines Advisors
California
$633K -$47.5K 1 0.54% Reduced
1819
NAM
North American Management
Massachusetts
$632K -$27.3K 2 0.1% Reduced
1820
BCCM
Blue Clay Capital Management
Minnesota
$631K +$88.5K 1 0.33% Increased
1821
RMCM
Reynders McVeigh Capital Management
Massachusetts
$631K -$66.5K 1 0.11% Reduced
1822
OA
Oak Associates
Ohio
$630K $0 2 0.08% Maintained
1823
CBN
Cadence Bank NA
Texas
$629K -$388K 2 0.35% Reduced
1824
I2I
Insight 2811 Inc
Illinois
$627K -$1.11M 1 0.3% Reduced
1825
IP
Investment Partners
Ohio
$623K +$20.3K 1 0.69% Increased