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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
2401
GAAM
Guinness Atkinson Asset Management
California
$290K +$38K 1 0.22% Increased
2402
RTS
Round Table Services
New Jersey
$290K -$89.1K 1 0.09% Reduced
2403
PA
Parkside Advisors
California
$289K $0 1 0.16% Maintained
2404
NL
NKCFO LLC
Illinois
$288K +$251K 2 0.22% New
2405
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$287K -$2.6M 6 0.03% Reduced
2406
ACM
Allred Capital Management
Texas
$286K +$502 1 0.16% Increased
2407
FMB
Field & Main Bank
Kentucky
$286K +$19.3K 3 0.26% Increased
2408
HS
HighVista Strategies
Massachusetts
$286K +$39.6K 1 0.15% Increased
2409
TCM
Telos Capital Management
California
$284K -$7.16K 1 0.08% Reduced
2410
VCM
Vigilant Capital Management
Maine
$284K -$36.2K 4 0.04% Reduced
2411
DBRC
D.B. Root & Company
Pennsylvania
$283K +$7.87K 1 0.13% Increased
2412
LJAC
L.J. Altfest & Co
New York
$283K +$13K 1 0.08% Increased
2413
SAM
Symphony Asset Management
California
$283K -$79.6K 1 0.06% Reduced
2414
Advisory Alpha
Advisory Alpha
Michigan
$282K -$182K 1 0.09% Reduced
2415
SAMC
Spectrum Asset Management (California)
California
$282K $0 1 0.18% Maintained
2416
CVM
Cheviot Value Management
California
$280K -$5.15K 1 0.12% Reduced
2417
SFSG
Stearns Financial Services Group
North Carolina
$280K -$1.85K 1 0.05% Reduced
2418
ACM
Alta Capital Management
Utah
$277K +$243K 1 0.02% New
2419
ACM
Adalta Capital Management
New York
$276K $0 1 0.18% Maintained
2420
EIA
Eldridge Investment Advisors
New Hampshire
$276K $0 1 0.15% Maintained
2421
IBOK
Independence Bank of Kentucky
Kentucky
$276K -$49.6K 2 0.22% Reduced
2422
MVA
Mount Vernon Associates
Maryland
$276K $0 1 0.41% Maintained
2423
AMG
Advisors Management Group
Wisconsin
$275K $0 1 0.12% Maintained
2424
Empirical Wealth Management
Empirical Wealth Management
Washington
$275K -$19K 1 0.04% Reduced
2425
MCM
Maple Capital Management
Vermont
$275K $0 1 0.06% Maintained