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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
1701
CYG
Clean Yield Group
Vermont
$1.02M -$109K 1 0.43% Reduced
1702
JWA
JFS Wealth Advisors
Pennsylvania
$1.01M -$77.2K 4 0.28% Reduced
1703
GC
Garde Capital
Washington
$1M $0 2 0.25% Maintained
1704
HA
Harbor Advisors
Florida
$1M $0 1 0.4% Maintained
1705
SCM
Silver Capital Management
New York
$995K +$273K 2 3.98% Increased
1706
IB
Intrust Bank
Kansas
$994K -$297K 3 0.34% Reduced
1707
CFA
Carroll Financial Associates
North Carolina
$993K -$3.77K 9 0.12% Reduced
1708
NFG
Nations Financial Group
Iowa
$991K -$16.5K 2 0.82% Reduced
1709
ATIA
American Trust Investment Advisors
New Hampshire
$988K -$9 1 0.86% Reduced
1710
IH
IFC Holdings
Florida
$988K +$397K 4 0.08% Increased
1711
CL
CPWM LLC
Washington
$984K -$22.6K 2 0.22% Reduced
1712
TC
Telemus Capital
Michigan
$977K +$62.6K 2 0.1% Increased
1713
Parallel Advisors
Parallel Advisors
California
$972K +$59.3K 26 0.18% Increased
1714
CCC
Chelsea Counsel Company
California
$970K -$26.4K 1 0.5% Reduced
1715
FWM
Focused Wealth Management
New York
$963K +$93.1K 5 0.36% Increased
1716
Bridges Investment Management
Bridges Investment Management
Nebraska
$962K +$589K 3 0.13% Increased
1717
KTC
Kistler-Tiffany Companies
Pennsylvania
$959K -$270K 3 0.44% Reduced
1718
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$956K -$44K 1 0.66% Reduced
1719
Choreo LLC
Choreo LLC
Illinois
$952K -$7.55K 2 0.13% Reduced
1720
ANB
Amarillo National Bank
Texas
$950K $0 3 0.33% Maintained
1721
NG
NatWest Group
United Kingdom
$949K $0 2 0.22% Maintained
1722
DSC
Duncker Streett & Co
Missouri
$940K -$25.5K 5 0.29% Reduced
1723
OIM
Orca Investment Management
Oregon
$937K +$134K 1 0.88% Increased
1724
OA
Oxbow Advisors
Texas
$937K -$201K 1 0.17% Reduced
1725
CL
Croft-Leominster
Maryland
$933K $0 2 0.22% Maintained