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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
PNAA
Pictet North America Advisors
Switzerland
$873K $0 1 0.14% Maintained
1777
BCB
Brian C. Broderick
$871K $0 2 0.31% Maintained
1778
CNAM
Campbell Newman Asset Management
Wisconsin
$865K +$381K 2 0.15% Increased
1779
MWM
Mascoma Wealth Management
New Hampshire
$865K -$41K 5 0.58% Reduced
1780
SPC
Stewart & Patten Company
California
$859K $0 2 0.16% Maintained
1781
RA
Rational Advisors
New York
$854K +$625K 7 0.46% Increased
1782
MCM
Mork Capital Management
California
$853K $0 1 0.69% Maintained
1783
CYG
Clean Yield Group
Vermont
$852K -$3.85K 1 0.35% Reduced
1784
WI
Wintrust Investments
Illinois
$850K +$167K 2 0.21% Increased
1785
TH
Timber Hill
Connecticut
$848K -$455K 2 0.08% Reduced
1786
ADBIC
A.D. Beadell Investment Counsel
Wisconsin
$845K +$794K 1 0.72% New
1787
WAP
Wealthcare Advisory Partners
Pennsylvania
$837K +$791K 4 0.25% New
1788
Choreo LLC
Choreo LLC
Illinois
$834K -$175K 2 0.11% Reduced
1789
CFMC
Curbstone Financial Management Corp
New Hampshire
$829K +$328K 1 0.24% Increased
1790
III
Independent Investors Inc
New York
$828K $0 1 0.34% Maintained
1791
FA
FMA Advisory
Pennsylvania
$827K +$812K 1 0.48% New
1792
SFG
Summit Financial Group
West Virginia
$821K $0 2 0.68% Maintained
1793
KAS
Kemnay Advisory Services
New York
$819K +$719K 1 0.35% New
1794
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$817K -$13.8K 1 0.01% Reduced
1795
FPCP
Fort Point Capital Partners
California
$810K +$748K 1 0.39% New
1796
Empowered Funds
Empowered Funds
Pennsylvania
$808K +$107K 1 0.52% Increased
1797
Soros Fund Management
Soros Fund Management
New York
$805K +$161K 1 0.02% Increased
1798
SJIM
St. Johns Investment Management
Florida
$805K -$4.81K 1 0.59% Reduced
1799
SCM
SOL Capital Management
Maryland
$803K -$28.2K 1 0.23% Reduced
1800
CPO
Cerity Partners OCIO
New York
$798K -$28.4K 2 0.05% Reduced