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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
1876
DAM
Doheny Asset Management
California
$217K $0 1 0.12% Maintained
1877
BRM
Boston Research & Management
Massachusetts
$216K +$6.77K 1 0.18% Increased
1878
JCM
Janney Capital Management
Pennsylvania
$212K +$215K 1 0.02% New
1879
WIC
Wilkins Investment Counsel
Massachusetts
$212K $0 1 0.1% Maintained
1880
HC
HHG & Company
Connecticut
$210K +$211K 1 0.08% New
1881
HS
Huntington Steele
Pennsylvania
$209K $0 1 0.11% Maintained
1882
PGAM
Platinum Grove Asset Management
New York
$209K +$212K 1 0.69% New
1883
LCM
LVM Capital Management
Michigan
$204K $0 1 0.08% Maintained
1884
North Star Asset Management
North Star Asset Management
Wisconsin
$204K -$8.46K 1 0.03% Reduced
1885
SAM
Scotia Asset Management
Ontario, Canada
$204K +$206K 1 0.01% New
1886
EIM
Emerson Investment Management
Massachusetts
$200K +$203K 1 0.04% New
1887
GCIA
Gabelli & Co Investment Advisers
New York
$200K +$24.6K 1 0.04% Increased
1888
JEW
Jamison Eaton & Wood
New Jersey
$197K +$201K 2 0.05% New
1889
AA
Apriem Advisors
California
$193K +$9.11K 5 0.08% Increased
1890
ECM
Endex Capital Management
Kansas
$188K $0 1 0.19% Maintained
1891
FA
Financial Advantage
Maryland
$185K $0 2 0.16% Maintained
1892
CIM
Contravisory Investment Management
Massachusetts
$180K -$10.7M 1 0.04% Reduced
1893
HF
Hoxton Financial
West Virginia
$179K -$29.9K 3 0.17% Reduced
1894
JIC
Joel Isaacson & Co
New York
$170K $0 5 0.07% Maintained
1895
MI
Mercer Investments
Massachusetts
$166K +$169K 1 0.38% New
1896
MCF Advisors
MCF Advisors
Kentucky
$165K +$42K 3 0.09% Increased
1897
OFS
Orrstown Financial Services
Pennsylvania
$159K -$49.2K 1 0.18% Reduced
1898
MS
Madison Scottsdale
Arizona
$157K $0 1 0.15% Maintained
1899
CA
Corrado Advisors
New Jersey
$154K +$142K 1 0.08% New
1900
AFIA
America First Investment Advisors
Nebraska
$152K +$42.1K 3 0.08% Increased