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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
3476
SC
Seldon Capital
California
$217K +$211K 4 0.14% New
3477
APW
Aurora Private Wealth
New Jersey
$215K -$948K 1 0.09% Reduced
3478
DCM
Delta Capital Management
New Jersey
$215K $0 1 0.12% Maintained
3479
WAG
Winthrop Advisory Group
Massachusetts
$215K +$209K 1 0.04% New
3480
NOI
Newton One Investments
Delaware
$214K $0 1 0.15% Maintained
3481
BHTS
Bar Harbor Trust Services
Maine
$212K -$30.4K 1 0.06% Reduced
3482
MSFS
Main Street Financial Solutions
Pennsylvania
$212K +$81.4K 1 0.03% Increased
3483
Merit Financial Group
Merit Financial Group
Georgia
$212K +$195K 1 0.02% New
3484
CFA
Camarda Financial Advisors
Florida
$211K +$188K 1 0.12% New
3485
SAM
Strategic Asset Management
Minnesota
$211K -$10.2K 2 0.29% Reduced
3486
SCM
Salem Capital Management
Massachusetts
$210K +$205K 1 0.11% New
3487
HCM
Hengehold Capital Management
Ohio
$209K +$203K 1 0.03% New
3488
SPWM
Schrum Private Wealth Management
Florida
$209K +$203K 1 0.19% New
3489
AWMF
Arbor Wealth Management (Florida)
Florida
$208K -$34.9K 1 0.05% Reduced
3490
FZCM
Flynn Zito Capital Management
New York
$208K +$209K 1 0.18% New
3491
VFP
Verus Financial Partners
Virginia
$208K -$14.3K 1 0.03% Reduced
3492
CH
Canton Hathaway
Rhode Island
$207K +$29.1K 4 0.06% Increased
3493
MCM
Magnolia Capital Management
New York
$207K +$201K 1 0.16% New
3494
PR
Payden & Rygel
California
$207K -$20.8M 1 0.01% Reduced
3495
SG
Somerset Group
Minnesota
$207K +$201K 1 0.14% New
3496
AC
Alley Company
Illinois
$206K $0 1 0.03% Maintained
3497
CCM
Crossvault Capital Management
Texas
$206K $0 1 0.06% Maintained
3498
FMI
F/M Investments
District of Columbia
$206K $0 1 0.15% Maintained
3499
HC
Hendley & Co
Ohio
$206K $0 1 0.07% Maintained
3500
KCM
Kathmere Capital Management
Pennsylvania
$206K -$17.5K 1 0.04% Reduced