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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
3026
NICM
Neo Ivy Capital Management
New York
$256K -$1.41M 3 0.28% Reduced
3027
CC
Constitution Capital
Connecticut
$255K $0 1 0.17% Maintained
3028
EAM
Emso Asset Management
United Kingdom
$255K $0 1 0.07% Maintained
3029
EWF
Epstein & White Financial
California
$255K +$227K 1 0.07% New
3030
FB
First Bancorp
Maine
$255K +$224K 1 0.25% New
3031
GWMIA
Global Wealth Management Investment Advisory
Florida
$255K -$10.3K 4 0.09% Reduced
3032
GIM
Greylin Investment Management
Virginia
$255K $0 1 0.05% Maintained
3033
RZH
Relyea Zuckerberg Hanson
Connecticut
$255K +$219K 1 0.11% New
3034
NFP
Narus Financial Partners
Utah
$255K +$233K 1 0.15% New
3035
AWA
ARS Wealth Advisors
Florida
$254K -$25.9K 1 0.06% Reduced
3036
GCA
Genesee Capital Advisors
New York
$253K +$222K 1 0.15% New
3037
PCMM
Piedmont Capital Management (Montana)
Montana
$253K -$96.5K 1 0.24% Reduced
3038
BHTS
Bar Harbor Trust Services
Maine
$249K -$5.17K 1 0.09% Reduced
3039
GA
Gateway Advisory
New Jersey
$249K +$214K 1 0.06% New
3040
LGA
Lebenthal Global Advisors
New York
$249K +$79.2K 1 0.15% Increased
3041
VFP
Verus Financial Partners
Virginia
$249K +$218K 1 0.04% New
3042
NAM
North American Management
Massachusetts
$248K +$222K 1 0.03% New
3043
BG
Benedetti & Gucer
Georgia
$248K +$222K 1 0.23% New
3044
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$248K +$222K 1 0.12% New
3045
KIG
Kowal Investment Group
Wisconsin
$247K +$217K 1 0.1% New
3046
OBGC
O'Brien Greene & Co
Pennsylvania
$247K +$235K 1 0.1% New
3047
SCM
Salem Capital Management
Massachusetts
$247K +$221K 1 0.15% New
3048
FWP
Firethorn Wealth Partners
Georgia
$246K +$219K 1 0.23% New
3049
MJRIC
Mogy Joel R Investment Counsel
California
$246K +$219K 1 0.02% New
3050
CAWM
Capital Advisors Wealth Management
Washington
$245K +$219K 1 0.11% New