← 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
1876
CCP
Clarkston Capital Partners
Michigan
$588K +$28.9K 1 0.11% Increased
1877
DIS
Diversified Investment Strategies
Louisiana
$585K $0 2 0.44% Maintained
1878
TC
TradeLink Capital
Illinois
$584K -$98.9K 3 0.54% Reduced
1879
EP
Edgestream Partners
New Jersey
$581K +$542K 1 0.37% New
1880
MC
Middleton & Co
Massachusetts
$581K +$11.2K 1 0.13% Increased
1881
CPA
Cowen Prime Advisors
New York
$579K -$3.08K 3 0.23% Reduced
1882
BIM
Beach Investment Management
Pennsylvania
$576K -$336K 1 0.79% Reduced
1883
NVIM
New Vernon Investment Management
Illinois
$576K +$511K 1 0.4% New
1884
GIA
Granite Investment Advisors
New Hampshire
$571K $0 1 0.13% Maintained
1885
LWI
Long Wharf Investors
Massachusetts
$571K +$17.5K 1 0.45% Increased
1886
JCM
Janney Capital Management
Pennsylvania
$570K +$159K 1 0.03% Increased
1887
OSNBOA
Old Second National Bank of Aurora
Illinois
$570K -$181K 2 0.28% Reduced
1888
Grimes & Company
Grimes & Company
Massachusetts
$568K +$3.88K 2 0.15% Increased
1889
Coldstream Capital Management
Coldstream Capital Management
Washington
$565K +$325K 2 0.17% Increased
1890
AMG National Trust Bank
AMG National Trust Bank
Colorado
$563K +$499 1 0.06% Increased
1891
SBWM
Sunflower Bank Wealth Management
Arizona
$563K -$44.7K 1 0.23% Reduced
1892
CC
Courier Capital
New York
$562K -$274K 2 0.11% Reduced
1893
HCM
Hollencrest Capital Management
California
$562K +$21.9K 2 0.08% Increased
1894
BOS
Bingham Osborn & Scarborough
California
$561K $0 2 0.07% Maintained
1895
CC
Colrain Capital
Massachusetts
$561K +$211K 1 0.04% Increased
1896
BPGAM
BTG Pactual Global Asset Management
Bermuda
$560K +$562K 1 0.08% New
1897
WIM
Wilen Investment Management
Florida
$557K $0 2 0.33% Maintained
1898
TBNY
Trustco Bank (New York)
New York
$556K +$5.76K 2 0.52% Increased
1899
CCG
Cypress Capital Group
Florida
$555K -$21K 1 0.13% Reduced
1900
Wealthfront
Wealthfront
California
$550K +$154K 7 0.05% Increased