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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
OA
Oak Associates
Ohio
$686K $0 2 0.08% Maintained
1852
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$683K -$38.7K 6 0.16% Reduced
1853
Financial Engines Advisors
Financial Engines Advisors
California
$681K +$98.5K 1 0.58% Increased
1854
RSVP
Ramsay Stattman Vela & Price
Colorado
$681K +$455K 2 0.32% Increased
1855
FBFS
First Business Financial Services
Wisconsin
$678K +$334K 2 0.22% Increased
1856
Flossbach Von Storch
Flossbach Von Storch
Germany
$677K $0 2 0.02% Maintained
1857
RCM
Rotella Capital Management
Washington
$667K +$593K 4 0.58% Increased
1858
AIM
Acropolis Investment Management
Missouri
$665K +$52.7K 2 0.13% Increased
1859
F
FolioMetrix
Nebraska
$663K +$686K 1 0.47% New
1860
FBT
First Bankers Trust
Kentucky
$662K -$38.9K 1 0.29% Reduced
1861
GC
Garde Capital
Washington
$662K -$8.18K 1 0.2% Reduced
1862
SNBOSD
Security National Bank of So Dak
Iowa
$657K -$107K 1 0.97% Reduced
1863
CCG
Chatham Capital Group
Georgia
$651K $0 1 0.19% Maintained
1864
KPF
K2 Principal Fund
Ontario, Canada
$650K +$641K 1 0.15% New
1865
TFA
Transamerica Financial Advisors
Florida
$645K -$579K 8 0.05% Reduced
1866
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$641K -$7.3K 2 0.1% Reduced
1867
CCM
Chickasaw Capital Management
Tennessee
$637K +$677K 1 0.02% New
1868
GPC
Glacier Peak Capital
Washington
$637K +$242K 1 0.32% Increased
1869
IRS
Invictus RG (Singapore)
Singapore
$636K -$249K 7 0.69% Reduced
1870
PAM
Premier Asset Management
Illinois
$630K -$11M 1 0.15% Reduced
1871
FSA
Franklin Street Advisors
North Carolina
$625K -$458K 1 0.12% Reduced
1872
PA
Para Advisors
New York
$624K +$563K 1 1.21% New
1873
Hills Bank & Trust
Hills Bank & Trust
Iowa
$623K $0 1 0.24% Maintained
1874
QC
QCM Cayman
Texas
$622K +$64.9K 3 0.26% Increased
1875
PFBT
Parkside Financial Bank & Trust
Missouri
$617K -$57.2K 2 0.35% Reduced