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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
2051
TIM
Thompson Investment Management
Wisconsin
$218K +$189K 1 0.04% New
2052
RSVP
Ramsay Stattman Vela & Price
Colorado
$214K +$202K 1 0.11% New
2053
CIM
Contravisory Investment Management
Massachusetts
$213K $0 1 0.04% Maintained
2054
LC
Lourd Capital
California
$210K +$198K 1 0.02% New
2055
TNBTD
Trustmark National Bank Trust Department
Mississippi
$206K -$52.9K 1 0.02% Reduced
2056
ECM
Endex Capital Management
Kansas
$205K $0 1 0.19% Maintained
2057
HCM
Hollencrest Capital Management
California
$205K +$195K 1 0.03% New
2058
CL
CPWM LLC
Washington
$202K +$190K 1 0.08% New
2059
FA
Financial Advantage
Maryland
$201K $0 2 0.17% Maintained
2060
BWFA
Baltimore-Washington Financial Advisors
Maryland
$194K +$159K 3 0.07% Increased
2061
PMFA
Plante Moran Financial Advisors
Michigan
$191K +$71.1K 7 0.11% Increased
2062
KAM
Kokusai Asset Management
Japan
$187K +$27K 2 0.25% Increased
2063
BCM
Blenheim Capital Management
New Jersey
$182K +$171K 1 0.26% New
2064
LWM
Lenox Wealth Management
Ohio
$180K +$164K 2 0.12% New
2065
IT
Independence Trust
Tennessee
$175K -$234K 1 0.12% Reduced
2066
OAM
Orinda Asset Management
California
$174K $0 1 0.39% Maintained
2067
CA
Corrado Advisors
New Jersey
$172K $0 1 0.08% Maintained
2068
DOA
D'Orazio & Associates
Virginia
$170K +$160K 3 0.14% New
2069
AFIA
America First Investment Advisors
Nebraska
$169K $0 3 0.08% Maintained
2070
CAW
Cornerstone Advisors (Washington)
Washington
$169K -$464 4 0.24% Reduced
2071
PCTC
Perkins Coie Trust Company
Washington
$166K +$157K 3 0.16% New
2072
MCF Advisors
MCF Advisors
Kentucky
$159K -$5.25K 4 0.06% Reduced
2073
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$149K +$151K 1 0% New
2074
NIM
NuWave Investment Management
New Jersey
$139K +$71.1K 3 0.12% Increased
2075
WCM
Windsor Capital Management
Arizona
$139K +$22.5K 2 0.08% Increased