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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
JIC
Joel Isaacson & Co
New York
$162K +$403 5 0.03% Increased
2052
CCM
Cribstone Capital Management
Maine
$154K -$483K 5 0.1% Reduced
2053
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$152K +$141K 4 0.02% Increased
2054
MUS
Mitsubishi UFJ Securities
Japan
$149K +$140K 2 0.26% New
2055
NYLT
New York Life Trust
New York
$145K -$16K 2 0.7% Reduced
2056
VIA
Vantage Investment Advisors
Pennsylvania
$145K +$17.5K 5 0.06% Increased
2057
MCA
Mercer Capital Advisers
New Jersey
$144K $0 3 0.12% Maintained
2058
LJHT
Laurie J. Hall Trustee
$143K $0 1 0.09% Maintained
2059
PRS
Pinkerton Retirement Specialists
Idaho
$143K +$121K 7 0.07% Increased
2060
RPG
Risk Paradigm Group
Texas
$139K $0 2 0.19% Maintained
2061
JAM
Jolley Asset Management
North Carolina
$138K +$45.6K 2 0.11% Increased
2062
Allworth Financial
Allworth Financial
California
$137K -$3.96K 5 0.02% Reduced
2063
Pentwater Capital Management
Pentwater Capital Management
Florida
$133K $0 1 0% Maintained
2064
DSI
Daiwa SB Investments
Japan
$126K -$131K 1 0.04% Reduced
2065
Flow Traders U.S.
Flow Traders U.S.
New York
$125K +$119K 2 0.01% New
2066
YP
Yellowstone Partners
Idaho
$124K -$1.86K 1 0.05% Reduced
2067
PAI
Pittenger & Anderson Inc
Nebraska
$123K +$11.5K 4 0.01% Increased
2068
MIC
MU Investments Company
Japan
$121K -$48.7K 1 0.08% Reduced
2069
PC
Passport Capital
California
$121K +$104K 1 0% New
2070
WRM
Westport Resources Management
Connecticut
$117K -$77.4K 3 0.04% Reduced
2071
TCM
Tuttle Capital Management
Connecticut
$116K +$94.9K 1 0.11% New
2072
CBT
Central Bank & Trust
Kentucky
$115K -$44.7K 4 0.03% Reduced
2073
HAIM
Hunter Associates Investment Management
Pennsylvania
$109K +$142K 1 0.05% New
2074
FAM
Foresters Asset Management
Ontario, Canada
$108K +$102K 1 0.06% New
2075
KKAMG
Kernodle & Katon Asset Management Group
Arkansas
$107K -$10.1K 2 0.1% Reduced