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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
CS
Credential Securities
$734K -$140K 1 0.26% Reduced
1777
FFEC
First Financial Equity Corporation
Arizona
$732K +$739K 3 0.13% New
1778
CFSG
Community Financial Services Group
Vermont
$729K -$3.88M 1 0.33% Reduced
1779
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$725K -$258K 2 0.08% Reduced
1780
HPCM
High Pointe Capital Management
Illinois
$725K -$677K 2 1.15% Reduced
1781
Becker Capital Management
Becker Capital Management
Oregon
$723K -$20.9K 1 0.03% Reduced
1782
ZCA
Zeke Capital Advisors
Pennsylvania
$722K +$417K 2 0.15% Increased
1783
LCP
Legacy Capital Partners
Wisconsin
$721K +$2.71K 1 0.4% Increased
1784
III
Independent Investors Inc
New York
$718K $0 1 0.31% Maintained
1785
DM
Delphi Management
Massachusetts
$711K -$319K 1 0.41% Reduced
1786
Greenleaf Trust
Greenleaf Trust
Michigan
$706K +$330K 3 0.02% Increased
1787
AHB
Abner Herrman & Brock
New Jersey
$705K -$5.42K 1 0.14% Reduced
1788
MRCM
M&R Capital Management
New Jersey
$698K +$7.4K 3 0.18% Increased
1789
Balentine LLC
Balentine LLC
Georgia
$697K +$1.43K 7 0.07% Increased
1790
MAMNY
Marathon Asset Management (New York)
New York
$697K $0 1 0.08% Maintained
1791
TIA
Tiemann Investment Advisors
California
$693K -$14.2K 1 0.64% Reduced
1792
SPC
Stewart & Patten Company
California
$692K -$42.6K 2 0.13% Reduced
1793
PM
Parametrica Management
Hong Kong
$690K -$675K 2 0.72% Reduced
1794
QIM
Quest Investment Management
Oregon
$690K -$647K 1 0.09% Reduced
1795
VF
Virtu Financial
New York
$688K +$137K 2 0.07% Increased
1796
PP
Pegasus Partners
Wisconsin
$686K +$723K 1 0.28% New
1797
HFBOT
Home Federal Bank of Tennessee
Tennessee
$683K +$97.6K 1 0.37% Increased
1798
B
Bridgeworth
Alabama
$679K +$130K 1 0.36% Increased
1799
Capital Wealth Planning
Capital Wealth Planning
Florida
$675K $0 1 0.57% Maintained
1800
EHWM
Eads & Heald Wealth Management
Georgia
$673K -$26.7K 2 0.43% Reduced