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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
1851
CPA
Cowen Prime Advisors
New York
$508K -$18K 3 0.22% Reduced
1852
WRM
Westport Resources Management
Connecticut
$508K +$54K 6 0.14% Increased
1853
TBNY
Trustco Bank (New York)
New York
$507K -$741 2 0.47% Reduced
1854
CCG
Cypress Capital Group
Florida
$506K $0 1 0.12% Maintained
1855
PWAG
Polaris Wealth Advisory Group
California
$504K +$35.4K 1 0.11% Increased
1856
FNYS
First New York Securities
New York
$504K +$555K 6 0.35% New
1857
BB
Bell Bank
North Dakota
$503K -$39.8K 1 0.36% Reduced
1858
RIG
Renaissance Investment Group
Massachusetts
$497K -$1.1M 1 0.24% Reduced
1859
KIC
Keating Investment Counselors
Florida
$495K $0 1 0.26% Maintained
1860
SDJVC
St. Denis J. Villere & Co
Louisiana
$495K $0 1 0.02% Maintained
1861
Yacktman Asset Management
Yacktman Asset Management
Texas
$492K +$524K 1 0% New
1862
HI
Hudock Inc
Pennsylvania
$488K +$2.65K 3 0.3% Increased
1863
SG
Somerset Group
Minnesota
$484K $0 1 0.45% Maintained
1864
HCM
Hutchinson Capital Management
California
$483K +$2.65K 2 0.14% Increased
1865
GHAM
Gilman Hill Asset Management
Connecticut
$482K $0 2 0.26% Maintained
1866
KS
Karpas Strategies
Connecticut
$482K -$129K 1 0.24% Reduced
1867
MIG
Mariner Investment Group
New York
$477K +$548K 1 0.1% New
1868
AB
Atlas Brown
Kentucky
$476K +$127K 1 0.18% Increased
1869
Perpetual Ltd
Perpetual Ltd
Australia
$472K -$163K 1 0.05% Reduced
1870
Ballentine Partners
Ballentine Partners
Massachusetts
$470K +$1.06K 1 0.06% Increased
1871
GIA
GHP Investment Advisors
Colorado
$467K +$20.2K 1 0.14% Increased
1872
GIM
Guild Investment Management
California
$467K +$506K 1 0.55% New
1873
EIM
Emerson Investment Management
Massachusetts
$464K $0 2 0.09% Maintained
1874
HPBT
High Point Bank & Trust
North Carolina
$461K +$55.3K 3 0.15% Increased
1875
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$459K +$479K 1 0.01% New