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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
1726
Parallel Advisors
Parallel Advisors
California
$862K +$253K 22 0.17% Increased
1727
B
BancorpSouth
Mississippi
$861K +$85.3K 2 0.09% Increased
1728
CCC
Chelsea Counsel Company
California
$861K -$853K 1 0.44% Reduced
1729
MMG
Monetary Management Group
Missouri
$859K +$1.97K 4 0.37% Increased
1730
KL
Kinsight LLC
Alabama
$855K $0 1 0.46% Maintained
1731
ARMT
Amica Retiree Medical Trust
Rhode Island
$854K -$219K 4 0.69% Reduced
1732
Coldstream Capital Management
Coldstream Capital Management
Washington
$853K -$87.4K 3 0.12% Reduced
1733
SFWA
Summit Financial Wealth Advisors
Louisiana
$848K -$46.7K 2 0.37% Reduced
1734
EVC
Eidelman Virant Capital
Missouri
$844K -$980K 2 0.58% Reduced
1735
FBC
Fairfield, Bush & Co
Connecticut
$843K $0 2 0.26% Maintained
1736
Choreo LLC
Choreo LLC
Illinois
$835K +$178K 2 0.12% Increased
1737
BC
Banced Corp
Illinois
$833K -$33.2K 2 1.52% Reduced
1738
BEC
Blue Edge Capital
Virginia
$829K -$14.5K 1 0.42% Reduced
1739
SouthState Corp
SouthState Corp
Florida
$828K -$153K 1 0.11% Reduced
1740
CCT
Chemung Canal Trust
New York
$826K -$254K 2 0.19% Reduced
1741
CO
Caldwell & Orkin
Georgia
$823K -$889K 2 0.46% Reduced
1742
SWA
Sutton Wealth Advisors
Florida
$817K +$6.24K 18 0.68% Increased
1743
KS
Karpas Strategies
Connecticut
$816K $0 1 0.37% Maintained
1744
WAM
Watermark Asset Management
California
$812K +$800K 3 0.38% New
1745
ABTD
Arvest Bank Trust Division
Oklahoma
$807K -$70.4K 1 0.06% Reduced
1746
CT
Cambridge Trust
Massachusetts
$805K -$75.9K 2 0.05% Reduced
1747
TMC
Trellus Management Company
Florida
$800K $0 1 1.21% Maintained
1748
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$792K +$803K 1 0.53% New
1749
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$789K -$563K 5 0.32% Reduced
1750
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$787K +$99.7K 1 0.08% Increased