← 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
1851
FMLI
Fukoku Mutual Life Insurance
Japan
$633K -$33.9K 3 0.13% Reduced
1852
CFA
Capstone Financial Advisors
Illinois
$632K +$595K 1 0.41% New
1853
FCM
Firsthand Capital Management
California
$631K +$294K 1 0.31% Increased
1854
AP
Atwood & Palmer
Missouri
$629K +$197K 2 0.16% Increased
1855
HAM
Harber Asset Management
North Carolina
$628K +$642K 1 0.81% New
1856
Meag Munich Ergo
Meag Munich Ergo
Germany
$623K -$2.01M 3 0.04% Reduced
1857
PIP
Palisades Investment Partners
California
$620K +$115K 1 0.69% Increased
1858
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$618K -$9.82K 2 0.37% Reduced
1859
NI
Nuance Investments
Missouri
$616K +$207K 1 0.13% Increased
1860
GVT
Genesee Valley Trust
New York
$615K -$406K 2 0.41% Reduced
1861
T
TOBAM
France
$614K +$599K 1 0.03% New
1862
RC
Reik & Co
New York
$611K +$569K 2 0.22% New
1863
SAM
SignalPoint Asset Management
Missouri
$607K +$211K 1 0.27% Increased
1864
TTWM
TCV Trust & Wealth Management
Virginia
$607K -$46.1K 2 0.1% Reduced
1865
HOAM
Halcyon Offshore Asset Management
New York
$604K $0 1 0.07% Maintained
1866
TBNY
Trustco Bank (New York)
New York
$599K -$8.54K 2 0.55% Reduced
1867
WSC
Wellington Shields & Co
New York
$598K +$19.1K 2 0.4% Increased
1868
CCM
Cutler Capital Management
Massachusetts
$590K $0 1 0.24% Maintained
1869
MTC
McDaniel Terry & Co
Texas
$587K $0 1 0.15% Maintained
1870
Gradient Investments
Gradient Investments
Minnesota
$586K +$225K 5 0.16% Increased
1871
QCMC
Quantum Capital Management (California)
California
$586K -$45K 2 0.1% Reduced
1872
DSN
D. Scott Neal
Kentucky
$581K +$546K 1 0.52% New
1873
Hills Bank & Trust
Hills Bank & Trust
Iowa
$578K -$4.23K 1 0.26% Reduced
1874
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$574K +$389K 2 0.37% Increased
1875
CFC
Coyle Financial Counsel
Illinois
$572K +$590K 1 0.79% New