← 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
1901
DAM
Doheny Asset Management
California
$549K +$337K 2 0.26% Increased
1902
BRAM
Black River Asset Management
Minnesota
$540K +$531K 1 0.39% New
1903
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$538K -$25.9K 10 0% Reduced
1904
BWAM
Boyd Watterson Asset Management
Ohio
$534K $0 1 0.23% Maintained
1905
CAM
Concorde Asset Management
Michigan
$533K +$671K 2 0.67% New
1906
Loews Corp
Loews Corp
New York
$532K -$442K 2 0% Reduced
1907
MHS
M Holdings Securities
Oregon
$529K -$110K 1 0.34% Reduced
1908
HIC
Hartline Investment Corp
Illinois
$528K $0 2 0.18% Maintained
1909
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$528K +$555K 1 0.21% New
1910
CPA
Cowen Prime Advisors
New York
$527K +$864 3 0.21% Increased
1911
AP
Atwood & Palmer
Missouri
$525K -$65.9K 2 0.1% Reduced
1912
ICRM
Insight Capital Research & Management
California
$524K -$7.71M 1 0.13% Reduced
1913
HCM
Highlander Capital Management
New Jersey
$522K +$250K 3 0.45% Increased
1914
ECM
Empirical Capital Management
Tennessee
$520K +$569K 1 0.51% New
1915
ECP
Empirical Capital Partners
Georgia
$520K +$569K 1 0.51% New
1916
SIM
SSI Investment Management
California
$520K +$226K 2 0.05% Increased
1917
ANRIA
American National Registered Investment Advisor
Texas
$515K -$328K 1 0.24% Reduced
1918
FHC
First Heartland Consultants
Missouri
$514K +$18.3K 1 0.21% Increased
1919
HCM
Horrell Capital Management
Arkansas
$514K +$779 1 0.23% Increased
1920
CC
Courier Capital
New York
$513K $0 2 0.1% Maintained
1921
Allstate Corporation
Allstate Corporation
Illinois
$506K -$4.1M 1 0.04% Reduced
1922
CK
Carnick & Kubik
Colorado
$506K +$38.9K 1 0.43% Increased
1923
MNBTD
Moody National Bank Trust Division
Texas
$505K -$746K 1 0.03% Reduced
1924
AHB
Abner Herrman & Brock
New Jersey
$504K -$478K 1 0.26% Reduced
1925
AWA
Arete Wealth Advisors
Illinois
$504K +$230K 2 0.36% Increased