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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
LPC
Loeb Partners Corp
New York
$761K $0 1 0.23% Maintained
1827
HAM
Harber Asset Management
North Carolina
$758K $0 1 0.88% Maintained
1828
QCMC
Quantum Capital Management (California)
California
$749K -$113K 2 0.13% Reduced
1829
JIP
Jaffetilchin Investment Partners
Florida
$746K +$696K 1 0.27% New
1830
LMAM
Legg Mason Asset Management
Japan
$745K -$602K 1 0.47% Reduced
1831
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$744K -$117K 2 0.12% Reduced
1832
CCP
Clough Capital Partners
Massachusetts
$743K $0 1 0.02% Maintained
1833
FFA
First Foundation Advisors
California
$743K +$127K 2 0.08% Increased
1834
MBE
Michael B. Elefante
$725K -$197K 2 0.3% Reduced
1835
Choreo LLC
Choreo LLC
Illinois
$711K -$186K 2 0.2% Reduced
1836
AFG
Albion Financial Group
Utah
$706K -$9.43M 2 0.12% Reduced
1837
TBA
Train Babcock Advisors
New York
$703K +$15.7K 1 0.23% Increased
1838
FNBOH
First National Bank of Hutchinson
Kansas
$702K +$47.2K 1 0.43% Increased
1839
DR
Davis Rea
Ontario, Canada
$701K -$3.15M 1 0.39% Reduced
1840
DSN
D. Scott Neal
Kentucky
$699K +$3.67K 1 0.55% Increased
1841
BO
Bank OZK
Arkansas
$697K -$19.2K 1 0.24% Reduced
1842
SMC
Smith, Moore & Co
Missouri
$694K -$73.1K 1 0.42% Reduced
1843
FANJ
Financial Architects (New Jersey)
New Jersey
$687K +$409K 8 0.33% Increased
1844
PC
Passport Capital
California
$687K -$5.06M 1 0.01% Reduced
1845
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$686K +$14.2K 18 0.41% Increased
1846
Perpetual Ltd
Perpetual Ltd
Australia
$685K +$207K 1 0.06% Increased
1847
AMG
Asset Management Group
Connecticut
$683K +$1.89K 1 0.37% Increased
1848
Financial Engines Advisors
Financial Engines Advisors
California
$683K -$108K 1 0.59% Reduced
1849
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$678K +$32.7K 9 0.01% Increased
1850
GC
Gratry & Company
Ohio
$676K -$12.6K 1 0.27% Reduced