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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
AIM
Allen Investment Management
New York
$632K +$37.9K 1 0.03% Increased
1827
IP
Investment Partners
Ohio
$632K +$16.7K 1 0.61% Increased
1828
SBL
Sargent Bickham Lagudis
Colorado
$630K +$8.04K 7 0.08% Increased
1829
AP
Advisors Preferred
Maryland
$628K +$525K 5 0.33% Increased
1830
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$627K +$52K 3 0.18% Increased
1831
RP
Rowlandmiller & Partners
Georgia
$624K +$11.7K 2 0.28% Increased
1832
Quadrant Capital Group
Quadrant Capital Group
Ohio
$623K -$6.7K 29 0.27% Reduced
1833
SFSG
Stearns Financial Services Group
North Carolina
$620K +$221K 2 0.15% Increased
1834
MCM
Mengis Capital Management
Oregon
$616K +$5.42K 1 0.45% Increased
1835
SAM
Sequent Asset Management
Texas
$616K +$606K 1 0.35% New
1836
TL
Tirschwell & Loewy
New York
$611K $0 1 0.1% Maintained
1837
Hills Bank & Trust
Hills Bank & Trust
Iowa
$610K +$16.3K 1 0.21% Increased
1838
PAA
Peregrine Asset Advisers
Oregon
$610K -$99.6K 1 0.33% Reduced
1839
WI
WrapManager Inc
California
$606K +$4.69K 2 0.22% Increased
1840
RWM
RKL Wealth Management
Pennsylvania
$605K +$311K 1 0.24% Increased
1841
MBTD
Mechanics Bank - Trust Department
California
$603K -$61.3K 1 0.15% Reduced
1842
KCM
KSA Capital Management
New Jersey
$598K $0 2 0.56% Maintained
1843
TNB
Thomasville National Bank
Georgia
$594K +$599K 2 0.12% New
1844
WTB
Washington Trust Bank
Washington
$594K -$51.2K 5 0.13% Reduced
1845
HC
Henshaw Capital
Massachusetts
$591K +$49.3K 2 0.06% Increased
1846
VNA
VNBTrust National Association
Virginia
$590K -$1.46M 1 0.23% Reduced
1847
OSNBOA
Old Second National Bank of Aurora
Illinois
$587K +$3.04K 4 0.26% Increased
1848
Boston Financial Management
Boston Financial Management
Massachusetts
$584K -$563K 2 0.04% Reduced
1849
SMC
Smith, Moore & Co
Missouri
$576K -$16.5K 1 0.21% Reduced
1850
BEAM
Baker Ellis Asset Management
Washington
$573K +$9.86K 1 0.16% Increased