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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
1801
DSN
D. Scott Neal
Kentucky
$648K +$12.2K 1 0.51% Increased
1802
One Capital Management
One Capital Management
California
$647K +$156K 4 0.23% Increased
1803
PCP
Perimeter Capital Partners
Georgia
$647K -$2.51M 2 1.1% Reduced
1804
QCMC
Quantum Capital Management (California)
California
$641K -$40.9K 2 0.13% Reduced
1805
TBA
Train Babcock Advisors
New York
$640K $0 1 0.22% Maintained
1806
DR
Davis Rea
Ontario, Canada
$639K $0 1 0.43% Maintained
1807
Flossbach Von Storch
Flossbach Von Storch
Germany
$638K +$440K 2 0.01% Increased
1808
SAMT
Select Asset Management & Trust
Pennsylvania
$635K -$712K 1 0.43% Reduced
1809
CS
Comerica Securities
Michigan
$631K +$343K 2 0.21% Increased
1810
AIM
Acropolis Investment Management
Missouri
$614K -$2.95K 2 0.12% Reduced
1811
Choreo LLC
Choreo LLC
Illinois
$614K -$35.8K 2 0.18% Reduced
1812
GC
Gratry & Company
Ohio
$608K -$5.07K 2 0.32% Reduced
1813
NES
New England Securities
New York
$606K -$511K 12 0.21% Reduced
1814
Wealthfront
Wealthfront
California
$603K +$108K 8 0.04% Increased
1815
AP
Atwood & Palmer
Missouri
$602K +$30.2K 2 0.11% Increased
1816
FMLI
Fukoku Mutual Life Insurance
Japan
$600K $0 3 0.11% Maintained
1817
CCG
Chatham Capital Group
Georgia
$599K +$598K 1 0.19% New
1818
JWM
Jacobus Wealth Management
Wisconsin
$596K +$50.7K 3 0.16% Increased
1819
QC
QCM Cayman
Texas
$591K +$433K 1 0.14% Increased
1820
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$589K -$44.4K 9 0.01% Reduced
1821
RIA
Regal Investment Advisors
Michigan
$586K +$35.5K 5 0.18% Increased
1822
BWAM
Boyd Watterson Asset Management
Ohio
$577K -$763K 1 0.25% Reduced
1823
Hills Bank & Trust
Hills Bank & Trust
Iowa
$577K +$35.9K 1 0.24% Increased
1824
TTWM
TCV Trust & Wealth Management
Virginia
$576K -$13.6K 2 0.1% Reduced
1825
AWA
AmeriServ Wealth Advisors
Pennsylvania
$574K $0 1 0.99% Maintained