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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
1926
Quadrant Capital Group
Quadrant Capital Group
Ohio
$439K +$481K 18 0.28% New
1927
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$437K +$447K 2 0.48% New
1928
MIC
MU Investments Company
Japan
$437K +$107K 4 0.21% Increased
1929
FNYS
First New York Securities
New York
$434K +$93.6K 4 0.22% Increased
1930
JWM
Jacobus Wealth Management
Wisconsin
$433K -$33.4K 2 0.11% Reduced
1931
PFBT
Parkside Financial Bank & Trust
Missouri
$430K +$91 1 0.23% Increased
1932
Homrich & Berg
Homrich & Berg
Georgia
$426K -$21.6K 1 0.04% Reduced
1933
PAM
Premier Asset Management
Illinois
$426K -$172K 1 0.1% Reduced
1934
B
BancorpSouth
Mississippi
$424K $0 1 0.05% Maintained
1935
FHC
First Heartland Consultants
Missouri
$424K -$41.2K 1 0.12% Reduced
1936
FUBT
First United Bank & Trust
Maryland
$424K +$185K 1 0.39% Increased
1937
PHK
Point72 Hong Kong
Hong Kong
$424K -$19.2K 2 0.82% Reduced
1938
BRA
Bender Robert & Associates
California
$422K +$196K 2 0.25% Increased
1939
LBG
Lloyds Banking Group
United Kingdom
$420K -$1.43M 1 2.69% Reduced
1940
EPM
Equitec Proprietary Markets
Illinois
$417K $0 1 0.02% Maintained
1941
SC
SRB Corp
Massachusetts
$416K -$64.6K 3 0.06% Reduced
1942
FNBSF
First National Bank Sioux Falls
South Dakota
$415K $0 3 1.23% Maintained
1943
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$415K -$52.6K 10 0% Reduced
1944
SG
Somerset Group
Minnesota
$414K $0 1 0.4% Maintained
1945
HL
HeadInvest LLC
Maine
$409K +$5.46K 1 0.15% Increased
1946
PAM
Peak Asset Management
Colorado
$406K $0 1 0.21% Maintained
1947
SBWM
Sunflower Bank Wealth Management
Arizona
$405K +$12.9K 1 0.14% Increased
1948
IC
IKOS CIF
Cyprus
$404K +$195K 4 1.33% Increased
1949
HCM
Harvest Capital Management
New Hampshire
$401K +$40.9K 1 0.18% Increased
1950
KL
Kinsight LLC
Alabama
$400K $0 1 0.21% Maintained