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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
1826
GLI
Guardian Life Insurance
New York
$726K -$792K 6 0.07% Reduced
1827
JWM
Jacobus Wealth Management
Wisconsin
$726K +$175K 3 0.21% Increased
1828
PM
Penbrook Management
New York
$726K +$695K 1 0.7% New
1829
CT
Cambridge Trust
Massachusetts
$724K +$172K 3 0.07% Increased
1830
GC
Gratry & Company
Ohio
$723K -$45.4K 1 0.24% Reduced
1831
CL
CSS LLC
Illinois
$718K +$711K 1 0.03% New
1832
Savant Capital
Savant Capital
Illinois
$714K -$52.3K 2 0.35% Reduced
1833
BBI
Baxter Bros Inc
Connecticut
$713K +$14.9K 2 0.33% Increased
1834
TIA
Tiemann Investment Advisors
California
$712K +$669K 1 0.84% New
1835
RGC
Roberts, Glore & Co
Illinois
$711K +$227K 2 0.49% Increased
1836
TAM
Telluride Asset Management
Minnesota
$707K +$617K 2 0.84% New
1837
CPO
Cerity Partners OCIO
New York
$696K +$35.2K 1 0.12% Increased
1838
MC
Miles Capital
Iowa
$691K +$655K 1 0.34% New
1839
TT
Tower Trust
Indiana
$689K +$16.9K 2 0.42% Increased
1840
COI
Connable Office Inc
Michigan
$674K -$1.49M 3 0.18% Reduced
1841
Financial Engines Advisors
Financial Engines Advisors
California
$671K +$13.1K 1 0.56% Increased
1842
ACM
Avalon Capital Management
California
$662K +$122K 1 0.56% Increased
1843
RT
Reliance Trust
Georgia
$662K -$490K 2 0.63% Reduced
1844
FBT
First Bankers Trust
Kentucky
$657K +$115K 1 0.31% Increased
1845
EVC
Eidelman Virant Capital
Missouri
$653K -$129K 1 0.28% Reduced
1846
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$647K -$32.1K 8 0.01% Reduced
1847
OSNBOA
Old Second National Bank of Aurora
Illinois
$643K -$1.92M 2 0.27% Reduced
1848
CBN
Cadence Bank NA
Texas
$638K -$112K 2 0.35% Reduced
1849
PAS
Partnervest Advisory Services
California
$638K +$202K 7 0.3% Increased
1850
LPC
Loeb Partners Corp
New York
$636K $0 1 0.2% Maintained