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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
PMFA
Plante Moran Financial Advisors
Michigan
$760K -$708K 11 0.45% Reduced
1827
FBT
First Bank & Trust
South Dakota
$755K -$14.2K 5 0.62% Reduced
1828
CL
CPWM LLC
Washington
$754K -$343K 1 0.18% Reduced
1829
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$754K -$199K 2 0.11% Reduced
1830
Quadrant Capital Group
Quadrant Capital Group
Ohio
$751K +$13.1K 30 0.31% Increased
1831
FBC
Fairfield, Bush & Co
Connecticut
$748K -$213K 1 0.23% Reduced
1832
NWP
Northstar Wealth Partners
Connecticut
$748K +$235K 2 0.73% Increased
1833
AIM
Advantage Investment Management
Iowa
$747K +$163K 13 0.24% Increased
1834
AB
Atlas Brown
Kentucky
$746K +$118K 1 0.16% Increased
1835
DBIA
Dumont & Blake Investment Advisors
New Jersey
$744K $0 1 0.32% Maintained
1836
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$737K -$12.6K 1 0.3% Reduced
1837
CL
Croft-Leominster
Maryland
$736K -$264K 2 0.17% Reduced
1838
LPC
Loeb Partners Corp
New York
$736K -$449K 1 0.22% Reduced
1839
OSNBOA
Old Second National Bank of Aurora
Illinois
$733K -$11.5K 3 0.3% Reduced
1840
EHWM
Eads & Heald Wealth Management
Georgia
$728K +$2.22K 2 0.45% Increased
1841
SMC
Smith, Moore & Co
Missouri
$725K -$18.8K 1 0.21% Reduced
1842
SHGA
Sand Hill Global Advisors
California
$718K -$99.4K 2 0.08% Reduced
1843
DI
DUMAC Inc
North Carolina
$717K -$419K 1 0.76% Reduced
1844
Plancorp LLC
Plancorp LLC
Missouri
$714K -$97.7K 1 0.21% Reduced
1845
LWAC
Laurel Wealth Advisors (California)
California
$712K -$6.27K 2 0.24% Reduced
1846
SouthState Corp
SouthState Corp
Florida
$712K -$188K 1 0.08% Reduced
1847
TCM
Traynor Capital Management
Pennsylvania
$697K -$222K 3 0.33% Reduced
1848
JCM
Jacobi Capital Management
Pennsylvania
$695K +$58.7K 8 0.24% Increased
1849
BIC
Beach Investment Counsel
Pennsylvania
$691K $0 2 0.07% Maintained
1850
CAW
Cornerstone Advisors (Washington)
Washington
$686K -$26.8K 14 0.47% Reduced