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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
3126
CYG
Clean Yield Group
Vermont
$221K +$222K 4 0.08% New
3127
CL
COWA LLC
Oklahoma
$221K -$607K 1 0.14% Reduced
3128
SCM
Salem Capital Management
Massachusetts
$221K -$11.5K 1 0.12% Reduced
3129
NOI
Newton One Investments
Delaware
$220K $0 1 0.17% Maintained
3130
BAM
Berkshire Asset Management
Pennsylvania
$219K -$231 1 0.01% Reduced
3131
SG
Somerset Group
Minnesota
$218K $0 1 0.16% Maintained
3132
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$217K +$46.2K 6 0.26% Increased
3133
CCM
Crossvault Capital Management
Texas
$217K $0 1 0.07% Maintained
3134
MRCM
M&R Capital Management
New Jersey
$217K +$115K 1 0.05% Increased
3135
PWM
Paulson Wealth Management
Illinois
$217K +$230K 1 0.11% New
3136
WA
WP Advisors
California
$216K +$730 1 0.09% Increased
3137
CAM
Connacht Asset Management
New York
$215K +$198K 1 0.09% New
3138
PSB
Piscataqua Savings Bank
New Hampshire
$215K -$7.67K 4 0.18% Reduced
3139
AIIMS
Analyst IMS Investment Management Services
Israel
$214K -$20.3K 1 0.03% Reduced
3140
PMAM
Penn Mutual Asset Management
Pennsylvania
$214K +$223K 1 0.27% New
3141
AFA
AllGen Financial Advisors
Florida
$213K +$219K 1 0.16% New
3142
Magellan Asset Management
Magellan Asset Management
Australia
$213K +$38.7K 1 0% Increased
3143
AC
Alley Company
Illinois
$212K $0 1 0.04% Maintained
3144
Destination Wealth Management
Destination Wealth Management
California
$212K -$72.3K 1 0.01% Reduced
3145
DOA
D'Orazio & Associates
Virginia
$212K -$2K 3 0.05% Reduced
3146
FMI
F/M Investments
District of Columbia
$212K -$2.24M 1 0.17% Reduced
3147
HC
Hendley & Co
Ohio
$212K -$102K 1 0.07% Reduced
3148
AP
Arlington Partners
Alabama
$211K -$86.6K 2 0.07% Reduced
3149
W
Wealthquest
Ohio
$211K -$246K 1 0.04% Reduced
3150
CCM
Canal Capital Management
Virginia
$210K +$924 1 0.06% Increased