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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
UR
USCA RIA
Texas
$1.05M $0 2 0.14% Maintained
1702
ANB
Amarillo National Bank
Texas
$1.04M $0 3 0.36% Maintained
1703
FWM
Focused Wealth Management
New York
$1.04M -$61.4K 5 0.35% Reduced
1704
NG
NatWest Group
United Kingdom
$1.04M $0 2 0.26% Maintained
1705
EVC
Eidelman Virant Capital
Missouri
$1.03M $0 2 0.62% Maintained
1706
NFG
Nations Financial Group
Iowa
$1.03M -$42.8K 2 1% Reduced
1707
CFA
Carroll Financial Associates
North Carolina
$1.03M -$30K 9 0.12% Reduced
1708
NPC
National Planning Corporation
California
$1.03M -$358K 2 0.09% Reduced
1709
DSN
D. Scott Neal
Kentucky
$1.03M $0 2 0.62% Maintained
1710
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$1.03M -$43.4K 2 0.12% Reduced
1711
Parallel Advisors
Parallel Advisors
California
$1.02M -$29.2K 26 0.18% Reduced
1712
HC
Henshaw Capital
Massachusetts
$1.02M -$61.7K 3 0.1% Reduced
1713
MLL
Moody Lynn & Lieberson
Massachusetts
$1.02M -$766K 2 0.12% Reduced
1714
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$1M +$102K 1 0.68% Increased
1715
FAM
Foresters Asset Management
Ontario, Canada
$1M -$84K 1 0.39% Reduced
1716
GC
Garde Capital
Washington
$1M -$127K 2 0.2% Reduced
1717
WCM
Windward Capital Management
California
$1M -$105K 1 0.16% Reduced
1718
PHIMC
Private Harbour Investment Management & Counsel
Ohio
$1M -$621K 1 0.84% Reduced
1719
BIA
BMT Investment Advisors
Pennsylvania
$1M +$910K 1 0.92% New
1720
CIM
Contravisory Investment Management
Massachusetts
$999K -$10.3M 12 0.36% Reduced
1721
FIG
FundX Investment Group
California
$998K $0 1 0.42% Maintained
1722
Granahan Investment Management
Granahan Investment Management
Massachusetts
$988K -$926K 2 0.08% Reduced
1723
JIP
Jaffetilchin Investment Partners
Florida
$987K -$548K 2 0.23% Reduced
1724
BCM
Bienville Capital Management
New York
$985K -$347K 2 0.17% Reduced
1725
CCT
Chemung Canal Trust
New York
$984K -$195K 3 0.22% Reduced