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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
1901
IndexIQ Advisors
IndexIQ Advisors
New York
$549K -$86.4K 1 0.04% Reduced
1902
One Capital Management
One Capital Management
California
$547K -$52.4K 1 0.22% Reduced
1903
SCM
Southport Capital Management
Tennessee
$544K -$147K 1 0.36% Reduced
1904
KIC
Keating Investment Counselors
Florida
$543K $0 1 0.26% Maintained
1905
MSU
Maple Securities USA
New Jersey
$543K -$324K 2 0.06% Reduced
1906
SDJVC
St. Denis J. Villere & Co
Louisiana
$543K -$18.4K 1 0.02% Reduced
1907
MC
Miles Capital
Iowa
$542K -$126K 2 0.27% Reduced
1908
TNBTD
Trustmark National Bank Trust Department
Mississippi
$538K -$21K 2 0.06% Reduced
1909
HI
Hudock Inc
Pennsylvania
$533K +$5.46K 3 0.61% Increased
1910
BCAM
Boston Common Asset Management
Massachusetts
$531K -$2.23M 2 0.03% Reduced
1911
SG
Somerset Group
Minnesota
$531K $0 1 0.48% Maintained
1912
HCM
Hutchinson Capital Management
California
$530K $0 2 0.15% Maintained
1913
SCM
Symons Capital Management
Pennsylvania
$529K -$16K 2 0.12% Reduced
1914
KBG
Kahn Brothers Group
New York
$527K $0 1 0.08% Maintained
1915
JT
Jump Trading
Illinois
$522K +$481K 3 0.02% Increased
1916
SIM
Strategic Investment Management
Virginia
$520K +$229K 2 0.13% Increased
1917
Ballentine Partners
Ballentine Partners
Massachusetts
$514K +$17.1K 1 0.06% Increased
1918
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$513K -$4.83K 2 0.02% Reduced
1919
EIM
Emerson Investment Management
Massachusetts
$511K +$11.5K 2 0.1% Increased
1920
GHAM
Gilman Hill Asset Management
Connecticut
$510K -$101K 2 0.26% Reduced
1921
WRM
Westport Resources Management
Connecticut
$510K -$178K 4 0.14% Reduced
1922
VF
Virtu Financial
New York
$505K -$9.3M 1 0.07% Reduced
1923
CFA
Carroll Financial Associates
North Carolina
$496K +$4.61K 9 0.14% Increased
1924
ACM
Ativo Capital Management
Illinois
$493K -$85.5K 1 0.21% Reduced
1925
GIA
GHP Investment Advisors
Colorado
$493K +$129K 1 0.15% Increased