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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
PI
Pettee Investors
Connecticut
$261K $0 1 0.24% Maintained
2052
WCM
Windsor Capital Management
Arizona
$261K +$24.4K 1 0.15% Increased
2053
WCM
Windward Capital Management
California
$261K -$2.99K 1 0.09% Reduced
2054
CI
Capital Innovations
Wisconsin
$260K +$215K 1 0.21% New
2055
NPIT
National Penn Investors Trust
Pennsylvania
$260K $0 1 0.03% Maintained
2056
GAM
Gemmer Asset Management
California
$257K +$5.33K 23 0.17% Increased
2057
RSVP
Ramsay Stattman Vela & Price
Colorado
$256K $0 1 0.13% Maintained
2058
AIC
Atlantic Investment Company
Georgia
$254K $0 1 0.22% Maintained
2059
BBI
Baxter Bros Inc
Connecticut
$252K -$453K 1 0.1% Reduced
2060
BSB
Bangor Savings Bank
Maine
$251K +$254K 1 0.07% New
2061
JIC
Joel Isaacson & Co
New York
$250K +$10.6K 5 0.08% Increased
2062
SFSG
Stearns Financial Services Group
North Carolina
$249K -$9.97K 1 0.09% Reduced
2063
DAC
Dividend Assets Capital
South Carolina
$247K -$584K 1 0.01% Reduced
2064
EGA
Emerging Global Advisors
New York
$246K +$244K 1 0.09% New
2065
IFS
Ifrah Financial Services
Arkansas
$245K -$24.8K 1 0.09% Reduced
2066
VIA
Vantage Investment Advisors
Pennsylvania
$245K -$33.1K 5 0.15% Reduced
2067
AWA
ARS Wealth Advisors
Florida
$241K -$10.5K 1 0.12% Reduced
2068
BT
Beacon Trust
New Jersey
$240K +$8.28K 1 0.04% Increased
2069
DAM
Doheny Asset Management
California
$239K +$10.5K 1 0.11% Increased
2070
LC
Lourd Capital
California
$237K +$1.99K 1 0.03% Increased
2071
PMFA
Plante Moran Financial Advisors
Michigan
$235K +$115K 9 0.21% Increased
2072
HC
HHG & Company
Connecticut
$234K $0 1 0.08% Maintained
2073
North Star Asset Management
North Star Asset Management
Wisconsin
$234K $0 1 0.03% Maintained
2074
TAM
Trust Asset Management
Texas
$233K +$226K 1 0.16% New
2075
BHB
Bank Hapoalim BM
Israel
$230K -$95.2K 1 0.06% Reduced