← All themes

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
CCM
Chickasaw Capital Management
Tennessee
$712K +$105K 1 0.02% Increased
1802
TSS
Thomas Story & Son
Indiana
$712K $0 1 0.45% Maintained
1803
RSVP
Ramsay Stattman Vela & Price
Colorado
$711K +$203K 2 0.35% Increased
1804
AWS
Aris Wealth Services
Pennsylvania
$709K +$76.4K 3 0.65% Increased
1805
KA
KLCM Advisors
Wisconsin
$702K +$210K 1 0.18% Increased
1806
CBN
Cadence Bank NA
Texas
$698K +$31.4K 2 0.45% Increased
1807
AMG
Asset Management Group
Connecticut
$697K +$4.38K 1 0.31% Increased
1808
DSN
D. Scott Neal
Kentucky
$695K +$138K 1 0.48% Increased
1809
First Merchants Corp
First Merchants Corp
Indiana
$695K -$203K 2 0.22% Reduced
1810
BA
Birinyi Associates
Connecticut
$692K -$86K 2 0.47% Reduced
1811
BCMO
Buckingham Capital Management (Ohio)
Ohio
$691K -$39K 1 0.19% Reduced
1812
RIM
Regent Investment Management
Kentucky
$691K -$57.7K 2 0.35% Reduced
1813
DM
Diker Management
New York
$690K -$383K 1 0.12% Reduced
1814
SIM
Strategic Investment Management
Virginia
$689K +$173K 2 0.45% Increased
1815
CTI
Community Trust & Investment
Kentucky
$687K $0 1 0.09% Maintained
1816
WIM
Wilen Investment Management
Florida
$686K -$6.18K 3 0.46% Reduced
1817
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$685K -$361K 1 0.02% Reduced
1818
SGAM
Smith Group Asset Management
Texas
$681K +$87.5K 3 0.02% Increased
1819
KC
Kellner Capital
New York
$680K $0 1 0.36% Maintained
1820
Loews Corp
Loews Corp
New York
$680K +$251K 3 0.01% Increased
1821
IT
Investors Trust
Texas
$675K $0 1 2.11% Maintained
1822
PHS
Pekin Hardy Strauss
Illinois
$669K +$61.6K 1 0.13% Increased
1823
FTI
Fiduciary Trust International
Massachusetts
$660K +$12.2K 1 0.21% Increased
1824
FNBOH
First National Bank of Hutchinson
Kansas
$659K +$18.9K 1 0.42% Increased
1825
CCM
CrestPoint Capital Management
Missouri
$653K +$370K 2 0.34% Increased