← All themes

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
1826
PA
Planning Alternatives
Michigan
$292K -$169K 1 0.14% Reduced
1827
AAM
Auxier Asset Management
Oregon
$289K -$220K 1 0.07% Reduced
1828
HL
HeadInvest LLC
Maine
$289K +$296K 1 0.13% New
1829
IFS
Ifrah Financial Services
Arkansas
$289K -$18.3K 1 0.14% Reduced
1830
PSC
Prentiss Smith & Co
Vermont
$286K +$33.3K 3 0.15% Increased
1831
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$284K $0 1 0.04% Maintained
1832
BAM
Berkshire Asset Management
Pennsylvania
$281K $0 1 0.07% Maintained
1833
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$281K -$71.9K 1 0.03% Reduced
1834
FNYS
First New York Securities
New York
$280K +$242K 2 0.11% Increased
1835
FCM
Firsthand Capital Management
California
$275K $0 1 0.22% Maintained
1836
HR
Howe & Rusling
New York
$268K -$25.7K 7 0.1% Reduced
1837
MG
Meditor Group
Bermuda
$266K +$307K 1 0.04% New
1838
BOS
Bank of Stockton
California
$265K -$256K 1 0.19% Reduced
1839
EWM
Elite Wealth Management
Washington
$264K +$174K 2 0.23% Increased
1840
NPPM
North Point Portfolio Managers
Ohio
$263K -$42.3K 1 0.06% Reduced
1841
Gradient Investments
Gradient Investments
Minnesota
$261K +$140K 6 0.08% Increased
1842
KL
Kinsight LLC
Alabama
$261K $0 1 0.16% Maintained
1843
HCM
Hilton Capital Management
New York
$260K $0 1 0.12% Maintained
1844
MFBTD
MB Financial Bank - Trust Department
Illinois
$260K -$13.4K 2 0.04% Reduced
1845
LCM
Lucas Capital Management
New Jersey
$258K -$1.71M 1 0.09% Reduced
1846
FNBSF
First National Bank Sioux Falls
South Dakota
$257K -$14.3K 2 0.75% Reduced
1847
FM
Foster & Motley
Ohio
$255K -$51.4K 1 0.07% Reduced
1848
Accredited Investors
Accredited Investors
Minnesota
$253K +$169 1 0.09% Increased
1849
ST
Sabal Trust
Florida
$250K $0 1 0.04% Maintained
1850
PHAM
Palisades Hudson Asset Management
Florida
$248K $0 1 0.22% Maintained