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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
2201
EMA
Efficient Market Advisors
California
$18K -$3K 1 0% Reduced
2202
FMP
Financial Management Professionals
Texas
$18K +$4.67K 2 0.01% Increased
2203
TCM
TD Capital Management
Tennessee
$18K $0 1 0% Maintained
2204
DMK
David M. Knott
$17.3K $0 1 0% Maintained
2205
TIM
Tortoise Investment Management
New York
$17K -$13K 4 0.01% Reduced
2206
ACPU
Arrowgrass Capital Partners (US)
Delaware
$16K +$17.3K 1 0% New
2207
KPCM
Kings Point Capital Management
New York
$15K -$21K 1 0% Reduced
2208
IF
Ironwood Financial
Arizona
$14K +$15.3K 5 0.01% New
2209
CAL
Capital Advisors Ltd
Ohio
$11K $0 1 0.01% Maintained
2210
FWC
First Washington Corp
Washington
$9K -$719K 1 0.01% Reduced
2211
KIG
Kessler Investment Group
Indiana
$6K +$6.13K 1 0.01% New
2212
MBT
Monroe Bank & Trust
Michigan
$6K +$6.38K 1 0% New
2213
DA
Dunvegan Associates
California
$5K $0 1 0% Maintained
2214
FA
Financial Advantage
Maryland
$5K $0 1 0% Maintained
2215
QI
Qualcomm Inc
California
$5K $0 2 0% Maintained
2216
RCG
Ruggie Capital Group
Florida
$5K +$5.1K 2 0% New
2217
ST
Sphinx Trading
Illinois
$5K +$4.78K 1 0% New
2218
CIM
Cambria Investment Management
California
$4K +$3.45K 1 0% New
2219
ECM
Exchange Capital Management
Michigan
$4K +$3.67K 2 0% New
2220
P
Palladiem
Pennsylvania
$4K +$3.51K 1 0% New
2221
VNB
Valley National Bancorp
New York
$4K -$10.6K 1 0% Reduced
2222
SA
SRH Advisors
Kansas
$3K $0 2 0.02% Maintained
2223
EAMA
EFG Asset Management (Americas)
Florida
$2K +$2.33K 1 0% New
2224
LWA
Lowe Wealth Advisors
Maryland
$2K +$1.55K 1 0% New
2225
DA
Denali Advisors
California
$1K $0 1 0% Maintained