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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
1826
DBIA
Dumont & Blake Investment Advisors
New Jersey
$420K $0 1 0.21% Maintained
1827
SG
Somerset Group
Minnesota
$420K -$12.3K 1 0.43% Reduced
1828
AIM
Aspen Investment Management
Michigan
$419K -$6.14K 1 0.33% Reduced
1829
Nottingham Advisors
Nottingham Advisors
New York
$417K +$423K 1 0.07% New
1830
WFG
Windsor Financial Group
Minnesota
$416K $0 1 0.2% Maintained
1831
Auxier Asset Management
Auxier Asset Management
Oregon
$415K +$117K 2 0.09% Increased
1832
HC
Henshaw Capital
Massachusetts
$415K +$59.8K 2 0.05% Increased
1833
BA
Birinyi Associates
Connecticut
$413K -$417K 1 0.22% Reduced
1834
MCG
Meru Capital Group
New York
$411K $0 1 0.11% Maintained
1835
Affiance Financial
Affiance Financial
Minnesota
$407K $0 1 0.33% Maintained
1836
Cornerstone Advisors (Washington)
Cornerstone Advisors (Washington)
Washington
$407K +$112K 13 0.34% Increased
1837
AB
Atlas Brown
Kentucky
$406K +$7.36K 1 0.17% Increased
1838
KT
Kanaly Trust
Texas
$406K -$12.8K 11 0.09% Reduced
1839
Versant Capital Management
Versant Capital Management
Arizona
$402K -$46K 28 0.23% Reduced
1840
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$401K +$4.5K 12 0.23% Increased
1841
Loews Corp
Loews Corp
New York
$397K -$287K 1 0% Reduced
1842
WI
Wafra Inc
New York
$396K $0 1 0.03% Maintained
1843
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$396K $0 1 0.14% Maintained
1844
GIM
Groesbeck Investment Management
New Jersey
$395K +$41.8K 1 0.29% Increased
1845
Blume Capital Management
Blume Capital Management
California
$394K $0 2 0.24% Maintained
1846
SIG
Schooner Investment Group
Pennsylvania
$393K -$81.8K 2 1.55% Reduced
1847
WI
Wintrust Investments
Illinois
$392K -$23.7K 1 0.18% Reduced
1848
BA
BKS Advisors
Michigan
$391K -$3.96M 1 0.18% Reduced
1849
Weitz Investment Management
Weitz Investment Management
Nebraska
$390K $0 1 0.01% Maintained
1850
Adell Harriman & Carpenter
Adell Harriman & Carpenter
Texas
$388K -$49.8K 1 0.1% Reduced