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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
3451
SAM
Strategic Asset Management
Minnesota
$182K -$3.46K 3 0.29% Reduced
3452
MCM
Magnolia Capital Management
New York
$179K $0 1 0.18% Maintained
3453
PCA
Providence Capital Advisors
North Carolina
$179K -$234K 6 0.05% Reduced
3454
FNBOSM
First National Bank of South Miami
Florida
$175K -$10.5K 3 0.12% Reduced
3455
BAM
Bellevue Asset Management
Washington
$172K +$376 8 0.12% Increased
3456
JWM
Janiczek Wealth Management
Colorado
$169K +$69K 13 0.05% Increased
3457
DWP
Destiny Wealth Partners
Florida
$168K +$31.9K 5 0.04% Increased
3458
CDIA
Capital Directions Investment Advisors
Georgia
$167K -$89 3 0.06% Reduced
3459
CCG
Cloverfields Capital Group
Minnesota
$162K +$199K 1 0.05% New
3460
UIA
Ulland Investment Advisors
Minnesota
$162K -$9K 2 0.17% Reduced
3461
WOSD
WFA of San Diego
California
$162K +$194K 3 0.14% New
3462
ICM
Islay Capital Management
Texas
$161K -$124K 2 0.17% Reduced
3463
SC
Seldon Capital
California
$161K $0 4 0.09% Maintained
3464
Magellan Asset Management
Magellan Asset Management
Australia
$160K -$9.2K 1 0% Reduced
3465
HJIM
Henry James International Management
New York
$158K -$931K 1 0.08% Reduced
3466
ECM
Elgethun Capital Management
South Dakota
$155K +$632 1 0.06% Increased
3467
PCFFS
Pacific Center for Financial Services
California
$154K +$6.67K 5 0.06% Increased
3468
EVC
Eidelman Virant Capital
Missouri
$151K -$232K 1 0.11% Reduced
3469
PP
Pacifica Partners
Canada
$151K +$13.9K 4 0.1% Increased
3470
ASBI
American State Bank (Iowa)
Iowa
$150K +$11.8K 3 0.12% Increased
3471
CL
COWA LLC
Oklahoma
$150K -$225K 1 0.09% Reduced
3472
SFG
Steward Financial Group
Texas
$147K +$33.4K 30 0.12% Increased
3473
MVP
Miller Value Partners
Florida
$141K -$12.1K 1 0.01% Reduced
3474
PSB
Piscataqua Savings Bank
New Hampshire
$141K -$17.7K 3 0.12% Reduced
3475
VC
Vestor Capital
Illinois
$140K $0 2 0.02% Maintained