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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
2101
HCM
Hilton Capital Management
New York
$231K -$57.3K 1 0.08% Reduced
2102
CFA
Carroll Financial Associates
North Carolina
$229K -$132K 9 0.15% Reduced
2103
JIC
Joel Isaacson & Co
New York
$229K +$21.2K 7 0.06% Increased
2104
LRIC
Long Road Investment Counsel
Michigan
$228K +$235K 1 0.21% New
2105
SAM
Sequent Asset Management
Texas
$227K $0 1 0.16% Maintained
2106
WIL
Winifred I. Li
$226K +$11.9K 7 0.21% Increased
2107
GWS
Glassman Wealth Services
Virginia
$225K +$221K 7 0.16% New
2108
GAM
Gould Asset Management
California
$224K +$238K 1 0.11% New
2109
LCM
LVM Capital Management
Michigan
$224K $0 1 0.07% Maintained
2110
North Star Asset Management
North Star Asset Management
Wisconsin
$222K $0 1 0.03% Maintained
2111
CIP
Champlain Investment Partners
Vermont
$221K $0 1 0% Maintained
2112
SBCM
Schwerin Boyle Capital Management
Massachusetts
$221K $0 1 0.03% Maintained
2113
FWM
Frontier Wealth Management
Missouri
$220K +$234K 1 0.04% New
2114
SCM
Symons Capital Management
Pennsylvania
$219K -$31.4K 1 0.05% Reduced
2115
MCM
MV Capital Management
Maryland
$219K +$231K 5 0.1% New
2116
PI
Pettee Investors
Connecticut
$219K $0 1 0.21% Maintained
2117
LI
LVZ Inc
Michigan
$218K +$203K 1 0.16% New
2118
JCM
JD Capital Management
Connecticut
$217K -$1.85M 1 0.04% Reduced
2119
SFSG
Stearns Financial Services Group
North Carolina
$215K +$487 1 0.07% Increased
2120
AI
ArchPoint Investors
Florida
$214K +$202K 1 0.16% New
2121
Colony Group
Colony Group
Massachusetts
$214K -$40.8K 2 0.02% Reduced
2122
IH
IFC Holdings
Florida
$214K -$40.4K 1 0.04% Reduced
2123
Greenleaf Trust
Greenleaf Trust
Michigan
$213K $0 1 0.01% Maintained
2124
HS
Huntington Steele
Pennsylvania
$213K -$21.5K 1 0.09% Reduced
2125
NEPWA
New England Private Wealth Advisors
Massachusetts
$213K +$226K 1 0.08% New