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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
2351
CCM
Cribstone Capital Management
Maine
$292K -$11.5K 6 0.18% Reduced
2352
GFS
GYL Financial Synergies
Connecticut
$292K -$165K 1 0.15% Reduced
2353
AIM
Allen Investment Management
New York
$291K -$25.3K 1 0.01% Reduced
2354
WC
Whitnell & Co
Illinois
$291K +$6.08K 3 0.1% Increased
2355
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$289K -$8.64K 1 0.09% Reduced
2356
GAAM
Guinness Atkinson Asset Management
California
$287K $0 1 0.23% Maintained
2357
SAMC
Spectrum Asset Management (California)
California
$287K $0 1 0.18% Maintained
2358
SSG
Summit Securities Group
New York
$287K +$17.8K 1 0.03% Increased
2359
AGA
Altrinsic Global Advisors
Connecticut
$286K $0 1 0.01% Maintained
2360
BA
Bristlecone Advisors
Washington
$285K -$298K 1 0.07% Reduced
2361
CBFP
Cedar Brook Financial Partners
Ohio
$285K -$224K 1 0.13% Reduced
2362
MCM
McKinley Capital Management
Alaska
$285K -$28.8K 1 0.02% Reduced
2363
BPB
Badgley, Phelps & Bell
Washington
$284K +$87.2K 1 0.02% Increased
2364
BCM
Blume Capital Management
California
$284K -$2.87K 2 0.14% Reduced
2365
PAA
Peregrine Asset Advisers
Oregon
$283K -$5.46M 1 0.16% Reduced
2366
CH
Canton Hathaway
Rhode Island
$281K +$228K 3 0.16% Increased
2367
CYG
Clean Yield Group
Vermont
$280K -$30.2K 3 0.09% Reduced
2368
GIP
Greatmark Investment Partners
Georgia
$280K $0 1 0.08% Maintained
2369
RA
Rational Advisors
New York
$280K +$51.2K 6 0.11% Increased
2370
BWFA
Baltimore-Washington Financial Advisors
Maryland
$279K $0 1 0.05% Maintained
2371
OLA
Oliver Luxxe Assets
New Jersey
$279K +$303K 1 0.16% New
2372
WA1
Wimmer Associates 1
California
$279K -$88.3K 1 0.24% Reduced
2373
AFC
AFT Forsyth & Company
Florida
$278K $0 1 0.23% Maintained
2374
CA
Centerpoint Advisors
Massachusetts
$276K $0 5 0.22% Maintained
2375
KPW
Kore Private Wealth
New York
$276K -$131K 1 0.06% Reduced