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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
EP
Edinburgh Partners
United Kingdom
$304K +$53.8K 1 0.08% Increased
2052
BCA
Bray Capital Advisors
Florida
$302K $0 1 0.17% Maintained
2053
HA
Harfst & Associates
Wyoming
$302K +$34.1K 2 0.12% Increased
2054
HL
HeadInvest LLC
Maine
$302K $0 1 0.1% Maintained
2055
AG
Ashmore Group
United Kingdom
$301K +$48.4K 1 0.2% Increased
2056
BSB
Bangor Savings Bank
Maine
$301K $0 1 0.07% Maintained
2057
One Capital Management
One Capital Management
California
$299K -$20.3K 1 0.09% Reduced
2058
BBI
Baxter Bros Inc
Connecticut
$297K $0 1 0.09% Maintained
2059
GW & Wade
GW & Wade
Massachusetts
$294K -$426K 1 0.04% Reduced
2060
Homrich & Berg
Homrich & Berg
Georgia
$294K -$279K 1 0.03% Reduced
2061
AAM
American Asset Management
Florida
$292K +$34K 1 0.16% Increased
2062
BFIM
Beese Fulmer Investment Management
Ohio
$290K $0 1 0.07% Maintained
2063
HW
Hedeker Wealth
Illinois
$290K -$79.8K 1 0.28% Reduced
2064
FNT
First Nebraska Trust
Nebraska
$290K +$22.9K 1 0.07% Increased
2065
FHA
Flagship Harbor Advisors
Massachusetts
$289K +$303K 1 0.1% New
2066
Gratus Capital
Gratus Capital
Georgia
$289K $0 1 0.04% Maintained
2067
CRCM
Crystal Rock Capital Management
Illinois
$288K -$3.5M 1 0.19% Reduced
2068
QC
QCM Cayman
Texas
$284K -$172K 2 0.65% Reduced
2069
SDJVC
St. Denis J. Villere & Co
Louisiana
$284K -$4.51M 1 0.02% Reduced
2070
WCBA
Weaver C. Barksdale & Associates
Tennessee
$281K +$8.85K 10 0.33% Increased
2071
ZF
Zhang Financial
Michigan
$280K +$20.3K 1 0.15% Increased
2072
PP
PagnatoKarp Partners
Virginia
$276K +$1.5K 1 0.08% Increased
2073
AMM
American Money Management
California
$272K +$813 1 0.19% Increased
2074
LRIC
Long Road Investment Counsel
Michigan
$272K $0 1 0.2% Maintained
2075
MGAM
McGowan Group Asset Management
Texas
$272K $0 1 0.06% Maintained