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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
BLA
Balter Liquid Alternatives
Massachusetts
$471K +$477K 1 0.68% New
1902
JCM
Jacobi Capital Management
Pennsylvania
$465K +$54.5K 8 0.24% Increased
1903
SA
Sicart Associates
New York
$464K $0 1 0.34% Maintained
1904
WIM
Weitz Investment Management
Nebraska
$463K $0 1 0.02% Maintained
1905
FDCC
Foster Dykema Cabot & Co
Massachusetts
$461K $0 1 0.08% Maintained
1906
SFP
Shepherd Financial Partners
Massachusetts
$460K +$7.64K 1 0.12% Increased
1907
NCM
Novare Capital Management
North Carolina
$458K -$37.9K 2 0.11% Reduced
1908
BCM
Blume Capital Management
California
$456K -$10.8K 2 0.26% Reduced
1909
IHT Wealth Management
IHT Wealth Management
Illinois
$456K -$4 14 0.3% Reduced
1910
OC
Oakworth Capital
Alabama
$456K +$10.2K 6 0.13% Increased
1911
MLL
Moody Lynn & Lieberson
Massachusetts
$453K -$5.35M 1 0.06% Reduced
1912
RNC Capital Management
RNC Capital Management
California
$453K +$6.39K 1 0.04% Increased
1913
VNA
Valley National Advisers
Pennsylvania
$452K -$90.3K 6 0.17% Reduced
1914
AWP
Ascent Wealth Partners
New York
$450K +$6.08K 1 0.2% Increased
1915
HCM
Harvest Capital Management
New Hampshire
$450K $0 1 0.19% Maintained
1916
SCP
Sandhill Capital Partners
New York
$449K -$111K 1 0.11% Reduced
1917
AB
Atlas Brown
Kentucky
$448K +$24.6K 1 0.35% Increased
1918
TCM
TVR Capital Management
Connecticut
$447K -$374K 1 0.42% Reduced
1919
BIC
Bridges Investment Counsel
Nebraska
$446K -$850K 1 0.13% Reduced
1920
TAM
Taylor Asset Management
Ontario, Canada
$445K $0 1 0.13% Maintained
1921
Ronald Blue & Co
Ronald Blue & Co
Georgia
$443K +$209K 2 0.02% Increased
1922
BFC
Blue Fin Capital
Rhode Island
$442K +$119K 1 0.27% Increased
1923
ISB
Iowa State Bank
Iowa
$442K -$151K 1 0.22% Reduced
1924
UF
Univest Financial
Pennsylvania
$440K +$16.3K 1 0.19% Increased
1925
AIM
Aspen Investment Management
Michigan
$438K $0 1 0.32% Maintained