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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
1776
FCT
Family Capital Trust
Massachusetts
$922K $0 1 0.5% Maintained
1777
Bridgewater Associates
Bridgewater Associates
Connecticut
$920K -$755K 1 0.01% Reduced
1778
BB
Bell Bank
North Dakota
$917K -$1.21M 1 0.48% Reduced
1779
TDC
Thompson Davis & Co
Virginia
$915K +$824K 13 1.38% New
1780
1IA
1834 Investment Advisors
Wisconsin
$909K -$3.31M 1 0.27% Reduced
1781
DBIA
Dumont & Blake Investment Advisors
New Jersey
$891K -$106K 1 0.46% Reduced
1782
MIC
MU Investments Company
Japan
$886K -$34K 4 0.38% Reduced
1783
FFSOTS
Fiduciary Financial Services of The Southwest
Texas
$881K -$120K 1 0.28% Reduced
1784
LW
Linscomb Wealth
Texas
$873K -$275K 2 0.11% Reduced
1785
WA
Winfield Associates
Ohio
$873K +$815K 4 0.72% New
1786
BDF
Balasa Dinverno & Foltz
$868K -$75.6K 2 0.12% Reduced
1787
SCM
SOL Capital Management
Maryland
$862K +$25.6K 2 0.33% Increased
1788
DAC
Dividend Assets Capital
South Carolina
$860K +$20.4K 3 0.03% Increased
1789
SIM
Sterling Investment Management
Arizona
$854K $0 1 0.61% Maintained
1790
WTB
Washington Trust Bank
Washington
$854K -$7.61M 1 0.42% Reduced
1791
Alpha Cubed Investments
Alpha Cubed Investments
California
$851K +$801K 1 0.3% New
1792
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$844K +$782K 1 0.56% New
1793
IndexIQ Advisors
IndexIQ Advisors
New York
$841K -$6.46K 1 0.09% Reduced
1794
WWM
Willingdon Wealth Management
North Carolina
$833K +$784K 1 0.65% New
1795
BCA
Benchmark Capital Advisors
New York
$829K -$125K 1 0.57% Reduced
1796
IPRC
Indices-Pac Research Corporation
New Jersey
$823K -$849K 1 0.51% Reduced
1797
LBC
Lowe Brockenbrough & Co
Virginia
$822K -$13.7K 1 0.14% Reduced
1798
MRCM
M&R Capital Management
New Jersey
$821K -$240K 1 0.21% Reduced
1799
QI
Quotient Investors
New York
$821K +$396K 1 0.19% Increased
1800
HCM
Harvey Capital Management
Florida
$810K +$510K 2 0.33% Increased