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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
2501
ARMT
Amica Retiree Medical Trust
Rhode Island
$162K -$320K 2 0.13% Reduced
2502
CDIA
Capital Directions Investment Advisors
Georgia
$161K +$162K 2 0.05% New
2503
Gradient Investments
Gradient Investments
Minnesota
$160K -$85.8K 10 0.01% Reduced
2504
HS
HighVista Strategies
Massachusetts
$159K -$137K 2 0.11% Reduced
2505
IEFM
IQ EQ Fund Management
Ireland
$158K +$159K 1 0.05% New
2506
HA
H2O AM
United Kingdom
$153K +$152K 1 0.03% New
2507
PWP
Personal Wealth Partners
Minnesota
$152K +$3.53K 11 0.07% Increased
2508
RCM
Radcliffe Capital Management
Pennsylvania
$151K $0 1 0.03% Maintained
2509
PR
Payden & Rygel
California
$148K $0 2 0.01% Maintained
2510
ONST
Old North State Trust
North Carolina
$141K +$9.46K 4 0.1% Increased
2511
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$140K +$9.92K 2 0.3% Increased
2512
GSC
G&S Capital
Colorado
$139K +$38.1K 2 0.08% Increased
2513
GWMIA
Global Wealth Management Investment Advisory
Florida
$136K -$10.1K 5 0.06% Reduced
2514
NCM
Nelson Capital Management
California
$131K -$996 4 0.03% Reduced
2515
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$130K +$1.27K 1 0.05% Increased
2516
PGAM
Princeton Global Asset Management
New Jersey
$130K -$11K 1 0.07% Reduced
2517
SM
SG3 Management
Puerto Rico
$126K $0 1 0.01% Maintained
2518
KPCM
Kings Point Capital Management
New York
$123K +$13.8K 2 0.02% Increased
2519
Context Capital Management
Context Capital Management
California
$120K +$127K 1 0.07% New
2520
MS
Mizuho Securities
Japan
$120K +$21.3K 1 0.08% Increased
2521
PCA
Providence Capital Advisors
North Carolina
$118K +$34.3K 3 0.07% Increased
2522
LWM
Liberty Wealth Management
California
$116K -$53.9K 8 0.11% Reduced
2523
PCS
Personal CFO Solutions
New Jersey
$114K +$137K 1 0.05% New
2524
DOA
D'Orazio & Associates
Virginia
$113K -$1.48K 3 0.04% Reduced
2525
RCM
Riverpark Capital Management
New York
$106K +$101K 1 0.03% New