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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
SAM
Sequent Asset Management
Texas
$636K -$3.51K 1 0.37% Reduced
1877
EAM
Evanson Asset Management
California
$634K +$3.23K 2 0.14% Increased
1878
IGGA
Iron Gate Global Advisors
Utah
$634K +$342K 1 0.59% Increased
1879
QC
QCM Cayman
Texas
$634K +$333K 3 1.63% Increased
1880
SMG
Spectrum Management Group
Indiana
$634K +$599K 6 0.21% New
1881
FNB
Farmers National Bank
Kentucky
$633K -$18.9K 2 0.38% Reduced
1882
GIG
Goodnow Investment Group
Connecticut
$632K +$829 1 0.13% Increased
1883
FANJ
Financial Architects (New Jersey)
New Jersey
$631K +$69.9K 9 0.11% Increased
1884
ARMC
American Research & Management Company
Massachusetts
$626K $0 3 0.2% Maintained
1885
TI
Turner Investments
Pennsylvania
$625K -$2.69M 2 2.83% Reduced
1886
SA
Sicart Associates
New York
$624K $0 1 0.45% Maintained
1887
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$617K -$118K 7 0.08% Reduced
1888
IB
Intrust Bank
Kansas
$616K -$464K 1 0.2% Reduced
1889
GAMC
Garner Asset Management Corp
Texas
$614K $0 2 0.55% Maintained
1890
JCM
Janney Capital Management
Pennsylvania
$613K +$573K 2 0.03% New
1891
BST
Bath Savings Trust
Maine
$607K +$18.1K 2 0.16% Increased
1892
FIAS
FinTrust Investment Advisory Services
South Carolina
$606K +$560K 1 0.58% New
1893
FCFC
First Commonwealth Financial Corp
Pennsylvania
$605K +$568K 1 0.69% New
1894
PAS
Partnervest Advisory Services
California
$600K -$5.09K 2 0.29% Reduced
1895
MRCM
M&R Capital Management
New Jersey
$599K -$57.6K 3 0.14% Reduced
1896
TAM
Taylor Asset Management
Ontario, Canada
$599K $0 1 0.19% Maintained
1897
Giverny Capital
Giverny Capital
Quebec, Canada
$595K +$3.32K 1 0.09% Increased
1898
ARMT
Amica Retiree Medical Trust
Rhode Island
$594K -$259K 4 0.47% Reduced
1899
Jefferies Financial Group
Jefferies Financial Group
New York
$594K +$531K 1 0.05% New
1900
BCP
Blue Chip Partners
Michigan
$593K -$25.1K 2 0.19% Reduced