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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
GAMC
Garner Asset Management Corp
Texas
$569K +$540K 2 0.54% New
1877
SNS Financial Group
SNS Financial Group
Minnesota
$569K -$26.1K 1 0.15% Reduced
1878
EAM
Evanson Asset Management
California
$567K +$102 2 0.13% Increased
1879
JCM
Jacobi Capital Management
Pennsylvania
$565K +$41.1K 8 0.22% Increased
1880
SAM
Sequent Asset Management
Texas
$564K +$18K 1 0.34% Increased
1881
SCP
Sandhill Capital Partners
New York
$561K +$38.7K 1 0.12% Increased
1882
CFA
Cahill Financial Advisors
Minnesota
$560K +$529K 1 0.31% New
1883
ACM
Alta Capital Management
Utah
$559K +$569K 1 0.04% New
1884
BOS
Bingham Osborn & Scarborough
California
$556K +$3.98K 2 0.05% Increased
1885
CPA
Clear Perspective Advisors
Illinois
$554K +$213K 6 0.47% Increased
1886
TCM
Tradition Capital Management
New Jersey
$549K -$16.7K 1 0.18% Reduced
1887
WOC
West Oak Capital
California
$546K -$21.9K 1 0.33% Reduced
1888
PAM
Peak Asset Management
Colorado
$544K $0 1 0.2% Maintained
1889
CI
Capital Innovations
Wisconsin
$541K +$514K 1 2.07% New
1890
AWP
Ascent Wealth Partners
New York
$540K +$133K 1 0.23% Increased
1891
SWA
SFMG Wealth Advisors
Texas
$538K +$251K 1 0.11% Increased
1892
KB
Kimelman & Baird
New York
$537K $0 2 0.08% Maintained
1893
SA
Sicart Associates
New York
$537K $0 1 0.39% Maintained
1894
QCI
Quaker Capital Investments
Pennsylvania
$536K $0 1 0.17% Maintained
1895
WI
WrapManager Inc
California
$536K +$19K 2 0.19% Increased
1896
Giverny Capital
Giverny Capital
Quebec, Canada
$535K -$492K 1 0.09% Reduced
1897
BST
Bath Savings Trust
Maine
$534K +$289K 2 0.15% Increased
1898
BT
Brandywine Trust
Delaware
$534K $0 1 0.56% Maintained
1899
AB
Atlas Brown
Kentucky
$532K +$12.6K 1 0.47% Increased
1900
Soros Fund Management
Soros Fund Management
New York
$532K -$2.03M 2 0.01% Reduced