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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
HT
HighTower Trust
Texas
$751K -$5.16M 1 0.09% Reduced
1802
AZA
Arthur Zaske & Associates
Michigan
$748K -$213K 2 0.66% Reduced
1803
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$747K +$221 2 0.09% Increased
1804
VWM
Valley Wealth Managers
New Jersey
$745K -$830K 2 0.1% Reduced
1805
BWA
BDO Wealth Advisors
Florida
$744K +$721K 4 0.32% New
1806
SSP
Sapphire Star Partners
Washington
$741K -$164K 3 0.94% Reduced
1807
EHWM
Eads & Heald Wealth Management
Georgia
$735K -$5.96K 2 0.47% Reduced
1808
PP
Pegasus Partners
Wisconsin
$734K +$20.9K 1 0.2% Increased
1809
SBL
Sargent Bickham Lagudis
Colorado
$726K +$30.2K 9 0.09% Increased
1810
KFA
Kelleher Financial Advisors
New York
$724K +$126K 2 1.4% Increased
1811
HCM
Highlander Capital Management
New Jersey
$722K -$7K 2 0.57% Reduced
1812
Boston Financial Management
Boston Financial Management
Massachusetts
$720K +$47.7K 2 0.05% Increased
1813
HFBOT
Home Federal Bank of Tennessee
Tennessee
$718K $0 1 0.38% Maintained
1814
SCM
SOL Capital Management
Maryland
$718K -$45.7K 1 0.2% Reduced
1815
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$717K -$42.7K 1 0.01% Reduced
1816
WI
Wintrust Investments
Illinois
$716K +$352K 2 0.19% Increased
1817
SFG
Summit Financial Group
West Virginia
$714K +$697K 2 0.62% New
1818
Plancorp LLC
Plancorp LLC
Missouri
$709K -$27.8K 1 0.21% Reduced
1819
CIAN
Capstone Investment Advisors (Netherlands)
New York
$707K +$199K 2 2.46% Increased
1820
MCM
Mengis Capital Management
Oregon
$700K $0 1 0.5% Maintained
1821
NBC
Neuberger Berman Canada
Ontario, Canada
$700K -$622K 1 0.13% Reduced
1822
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$696K -$700K 7 0.1% Reduced
1823
GIG
Goodnow Investment Group
Connecticut
$687K +$718K 1 0.14% New
1824
Empowered Funds
Empowered Funds
Pennsylvania
$686K -$640K 1 0.56% Reduced
1825
TL
Tirschwell & Loewy
New York
$682K -$23.9K 1 0.11% Reduced