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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
2301
PCM
PenderFund Capital Management
British Columbia, Canada
$338K +$249K 1 0.11% New
2302
AAM
Autus Asset Management
Arizona
$337K -$41.4K 1 0.05% Reduced
2303
KB
Kimelman & Baird
New York
$337K $0 1 0.05% Maintained
2304
ATFA
All Terrain Financial Advisors
Minnesota
$336K +$338K 1 0.11% New
2305
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$335K -$23.3K 1 0.03% Reduced
2306
LI
LVZ Inc
Michigan
$333K $0 1 0.07% Maintained
2307
WC
Weil Company
California
$333K +$319K 3 0.25% New
2308
GAM
Gould Asset Management
California
$330K +$33K 1 0.12% Increased
2309
VCM
Versant Capital Management
Arizona
$330K -$35.5K 31 0.15% Reduced
2310
ACM
Adalta Capital Management
New York
$329K $0 1 0.22% Maintained
2311
ACM
Aljian Capital Management
Nevada
$328K $0 1 0.27% Maintained
2312
FNC
First National Corp
Massachusetts
$327K $0 1 0.13% Maintained
2313
CMBA
C.M. Bidwell & Associates
Hawaii
$323K -$272K 4 0.32% Reduced
2314
AWA
AmeriServ Wealth Advisors
Pennsylvania
$320K +$2.7K 1 0.44% Increased
2315
LNB
Ledyard National Bank
$320K -$216K 1 0.04% Reduced
2316
RTS
Round Table Services
New Jersey
$320K $0 1 0.09% Maintained
2317
YCM
Yakira Capital Management
Connecticut
$319K $0 1 0.09% Maintained
2318
GGI
Godsey & Gibb Inc
Virginia
$316K -$25.4K 1 0.05% Reduced
2319
PCTC
Perkins Coie Trust Company
Washington
$315K $0 5 0.14% Maintained
2320
QI
Qtron Investments
Massachusetts
$315K +$296K 1 0.19% New
2321
RIM
Regent Investment Management
Kentucky
$313K $0 1 0.1% Maintained
2322
BDF
Balasa Dinverno & Foltz
$311K -$6.99K 1 0.04% Reduced
2323
IFAM
Institutional & Family Asset Management
Colorado
$309K -$15.5K 11 0.07% Reduced
2324
ACM
Allred Capital Management
Texas
$308K +$535 1 0.19% Increased
2325
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
$307K -$2.21K 1 0.09% Reduced