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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
PAS
Partnervest Advisory Services
California
$673K +$334K 2 0.3% Increased
1802
NCM
Newfoundland Capital Management
Brazil
$669K +$866K 1 0.39% New
1803
OAM
Origin Asset Management
United Kingdom
$669K -$10.5M 2 0.04% Reduced
1804
DBIA
Dumont & Blake Investment Advisors
New Jersey
$668K $0 1 0.3% Maintained
1805
CCM
Crossvault Capital Management
Texas
$666K +$80.5K 1 0.41% Increased
1806
SBA
Seven Bridges Advisors
New York
$663K +$659K 1 0.63% New
1807
SCM
SOL Capital Management
Maryland
$662K $0 1 0.19% Maintained
1808
FTI
Fiduciary Trust International
Massachusetts
$661K +$24K 1 0.22% Increased
1809
GP
Girard Partners
Pennsylvania
$661K +$143K 1 0.16% Increased
1810
SCM
Silver Capital Management
New York
$660K +$662K 2 2.64% New
1811
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$659K +$650K 2 0.39% New
1812
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$658K -$13.3K 1 0.01% Reduced
1813
CAW
Cornerstone Advisors (Washington)
Washington
$657K +$11.2K 15 0.36% Increased
1814
NA
Nottingham Advisors
New York
$657K $0 2 0.1% Maintained
1815
SBWM
Sunflower Bank Wealth Management
Arizona
$657K +$255K 2 0.22% Increased
1816
PHK
Point72 Hong Kong
Hong Kong
$651K -$806K 15 0.85% Reduced
1817
SSWM
Sheets Smith Wealth Management
North Carolina
$651K -$1.83M 2 0.17% Reduced
1818
UM
Ulysses Management
New York
$650K +$660K 1 0.1% New
1819
TCM
Tradition Capital Management
New Jersey
$649K $0 1 0.21% Maintained
1820
GW & Wade
GW & Wade
Massachusetts
$643K +$122K 1 0.08% Increased
1821
PWSG
Pacific Wealth Strategies Group
California
$639K +$223K 1 0.55% Increased
1822
FANJ
Financial Architects (New Jersey)
New Jersey
$638K -$169K 15 0.11% Reduced
1823
MCM
Mork Capital Management
California
$637K -$1.24M 1 0.57% Reduced
1824
Plancorp LLC
Plancorp LLC
Missouri
$637K +$9.94K 1 0.19% Increased
1825
MWM
Mascoma Wealth Management
New Hampshire
$633K +$33.8K 5 0.45% Increased