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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
LC
Lincoln Capital
Nebraska
$356K +$3.95K 1 0.28% Increased
1877
PAS
Partnervest Advisory Services
California
$356K -$15K 1 0.2% Reduced
1878
Klingman & Associates
Klingman & Associates
New York
$353K $0 3 0.13% Maintained
1879
GHAM
Gilman Hill Asset Management
Connecticut
$350K +$348K 1 0.17% New
1880
WIM
Wilen Investment Management
Florida
$350K -$25.1K 2 0.25% Reduced
1881
HIC
Harvey Investment Company
Kentucky
$349K $0 1 0.08% Maintained
1882
AHB
Abner Herrman & Brock
New Jersey
$347K -$73.5K 1 0.18% Reduced
1883
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$343K $0 1 0.32% Maintained
1884
SSG
Summit Securities Group
New York
$343K +$104K 1 0.11% Increased
1885
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$342K $0 1 0.01% Maintained
1886
QCI
Quaker Capital Investments
Pennsylvania
$342K $0 1 0.19% Maintained
1887
VNA
Valley National Advisers
Pennsylvania
$341K -$72.3K 7 0.2% Reduced
1888
CSA
Cottage Street Advisors
Massachusetts
$336K +$252K 1 0.3% New
1889
EAM
Evanson Asset Management
California
$336K $0 1 0.12% Maintained
1890
CCM
CWH Capital Management
Washington
$333K -$7.81K 1 0.21% Reduced
1891
VF
Virtu Financial
New York
$333K -$621K 2 0.05% Reduced
1892
ALA
Atherton Lane Advisers
California
$332K -$31.5K 1 0.02% Reduced
1893
AAM
Auxier Asset Management
Oregon
$332K $0 1 0.08% Maintained
1894
SG
Somerset Group
Minnesota
$332K $0 1 0.35% Maintained
1895
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$332K $0 3 0.42% Maintained
1896
NME
Notis-McConarty Edward
$331K -$143K 1 0.24% Reduced
1897
PBO
Peoples Bank (Ohio)
Ohio
$331K +$336K 1 0.2% New
1898
TL
Tirschwell & Loewy
New York
$331K +$341K 1 0.06% New
1899
BT
Brandywine Trust
Delaware
$328K $0 1 0.26% Maintained
1900
CCM
Chickasaw Capital Management
Tennessee
$328K -$36.7K 1 0.01% Reduced