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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
SIM
Strategic Investment Management
Virginia
$620K -$107K 2 0.24% Reduced
1827
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$618K +$164K 1 0.03% Increased
1828
FTI
Fiduciary Trust International
Massachusetts
$612K -$220K 1 0.18% Reduced
1829
QIM
Quest Investment Management
Oregon
$611K -$5.49M 1 0.08% Reduced
1830
GW & Wade
GW & Wade
Massachusetts
$596K +$162K 1 0.11% Increased
1831
Brinker Capital
Brinker Capital
Pennsylvania
$595K +$633K 1 0.05% New
1832
GPC
Glacier Peak Capital
Washington
$591K -$5.6K 1 0.29% Reduced
1833
TF
Tompkins Financial
New York
$588K -$74.7K 9 0.15% Reduced
1834
Eagle Global Advisors
Eagle Global Advisors
Texas
$584K -$202K 2 0.02% Reduced
1835
FBT
First Bankers Trust
Kentucky
$579K $0 1 0.25% Maintained
1836
GC
Garde Capital
Washington
$579K $0 1 0.18% Maintained
1837
UAM
UAS Asset Management
New York
$579K +$586K 1 0.31% New
1838
Hills Bank & Trust
Hills Bank & Trust
Iowa
$576K -$42.1K 1 0.22% Reduced
1839
PHS
Pekin Hardy Strauss
Illinois
$574K +$226K 1 0.11% Increased
1840
AWS
Aris Wealth Services
Pennsylvania
$573K +$182K 4 0.53% Increased
1841
CCM
Chickasaw Capital Management
Tennessee
$573K +$17.5K 1 0.02% Increased
1842
SGAM
Smith Group Asset Management
Texas
$572K -$31.6M 3 0.02% Reduced
1843
PAM
Premier Asset Management
Illinois
$563K +$12.5K 1 0.13% Increased
1844
SC
Stratford Consulting
Texas
$563K -$170K 1 0.28% Reduced
1845
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$562K +$5.46K 17 0.33% Increased
1846
GGPE
Golden Gate Private Equity
California
$560K $0 1 0.15% Maintained
1847
GLI
Guardian Life Insurance
New York
$554K -$184K 8 0.05% Reduced
1848
BHMP
Bardin Hill Management Partners
New York
$552K -$1.69M 1 0.08% Reduced
1849
FSA
Franklin Street Advisors
North Carolina
$546K $0 1 0.1% Maintained
1850
DSN
D. Scott Neal
Kentucky
$527K +$3.57K 1 0.38% Increased