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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
2126
FHC
First Heartland Consultants
Missouri
$560K +$182K 2 0.12% Increased
2127
FDS
Freedom Day Solutions
Texas
$560K -$58.1K 1 0.41% Reduced
2128
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$557K -$13M 5 0% Reduced
2129
FCB
First Command Bank
Texas
$553K -$13K 5 0.28% Reduced
2130
FCFS
First Command Financial Services
Texas
$553K -$13K 5 0.28% Reduced
2131
MLL
Moody Lynn & Lieberson
Massachusetts
$553K +$3K 1 0.06% Increased
2132
BSPF
British Steel Pension Fund
United Kingdom
$552K -$370K 5 0.1% Reduced
2133
RI
Ridgewood Investments
New Jersey
$552K +$14.2K 1 0.43% Increased
2134
WCA
Windsor Creek Advisors
Vermont
$552K -$2.63M 1 0.14% Reduced
2135
FNBSF
First National Bank Sioux Falls
South Dakota
$551K -$166K 2 1.82% Reduced
2136
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$550K -$11.1K 2 0.06% Reduced
2137
ICM
IMS Capital Management
Oregon
$549K $0 2 0.42% Maintained
2138
GAM
Gemmer Asset Management
California
$547K +$2.48K 23 0.14% Increased
2139
SFSG
Stearns Financial Services Group
North Carolina
$547K +$270K 2 0.1% Increased
2140
FPCP
Fort Point Capital Partners
California
$546K -$16.8K 1 0.21% Reduced
2141
TC
TownSquare Capital
Utah
$546K -$345K 1 0.05% Reduced
2142
QCI
Quaker Capital Investments
Pennsylvania
$542K $0 1 0.24% Maintained
2143
TBNY
Trustco Bank (New York)
New York
$542K $0 2 0.6% Maintained
2144
SIA
Starfire Investment Advisers
Michigan
$539K $0 2 0.22% Maintained
2145
MVP
Miller Value Partners
Florida
$538K +$458K 1 0.02% New
2146
Klingman & Associates
Klingman & Associates
New York
$537K $0 2 0.1% Maintained
2147
PCR
Potrero Capital Research
California
$537K +$103K 1 0.31% Increased
2148
TAM
Taurus Asset Management
New York
$536K $0 1 0.08% Maintained
2149
AIS
AlphaOne Investment Services
Pennsylvania
$529K -$2.77M 2 0.88% Reduced
2150
BCA
Berman Capital Advisors
Georgia
$529K -$29K 21 0.16% Reduced