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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
CIA
Capital Impact Advisors
Massachusetts
$651K $0 1 0.3% Maintained
1827
QIM
Quest Investment Management
Oregon
$647K $0 1 0.09% Maintained
1828
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$646K +$3.63K 1 0.04% Increased
1829
I2I
Insight 2811 Inc
Illinois
$645K -$45.5K 1 0.31% Reduced
1830
HHGA
Halbert Hargrove Global Advisors
California
$643K +$17.1K 2 0.16% Increased
1831
TI
Telemetry Investments
New York
$642K +$395K 2 0.29% Increased
1832
Bridges Investment Management
Bridges Investment Management
Nebraska
$635K -$874K 2 0.11% Reduced
1833
FFSOTS
Fiduciary Financial Services of The Southwest
Texas
$633K -$74.8K 1 0.2% Reduced
1834
CCM
Compton Capital Management
Rhode Island
$625K +$1.82K 2 0.34% Increased
1835
FSA
Franklin Street Advisors
North Carolina
$624K +$44.7K 1 0.11% Increased
1836
WRM
Westport Resources Management
Connecticut
$624K +$175K 3 0.17% Increased
1837
NAM
Needelman Asset Management
California
$621K -$8.67K 1 1.96% Reduced
1838
OP
Oldfield Partners
United Kingdom
$619K $0 2 0.04% Maintained
1839
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$615K -$87.9K 1 0.44% Reduced
1840
GC
Garde Capital
Washington
$614K $0 1 0.18% Maintained
1841
Hills Bank & Trust
Hills Bank & Trust
Iowa
$614K -$21.9K 1 0.23% Reduced
1842
BEAM
Baker Ellis Asset Management
Washington
$613K -$150K 2 0.21% Reduced
1843
FBT
First Bankers Trust
Kentucky
$613K $0 1 0.26% Maintained
1844
BCM
BBT Capital Management
Texas
$608K +$617K 1 0.06% New
1845
MC
Miles Capital
Iowa
$607K -$1.33M 2 0.4% Reduced
1846
IP
Investment Partners
Ohio
$605K -$50.3K 1 0.73% Reduced
1847
CL
CSS LLC
Illinois
$604K $0 1 0.03% Maintained
1848
SAM
Smithbridge Asset Management
Pennsylvania
$597K -$1.53M 1 0.5% Reduced
1849
Financial Engines Advisors
Financial Engines Advisors
California
$595K -$79.9K 1 0.35% Reduced
1850
ALA
Atherton Lane Advisers
California
$590K -$1.58M 1 0.03% Reduced