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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
1851
TL
Tirschwell & Loewy
New York
$242K -$42.3K 1 0.05% Reduced
1852
TFA
Transamerica Financial Advisors
Florida
$242K +$218K 4 0.03% Increased
1853
TNBTD
Trustmark National Bank Trust Department
Mississippi
$241K -$15.6K 1 0.03% Reduced
1854
BTCOSD
Bankers Trust Company of South Dakota
Iowa
$239K $0 1 0.16% Maintained
1855
CCB
Cutter & Co Brokerage
Missouri
$239K -$23.4K 1 0.11% Reduced
1856
AAM
Autus Asset Management
Arizona
$238K -$69.8K 1 0.1% Reduced
1857
AC
Alexandria Capital
Virginia
$237K -$9.87K 5 0.11% Reduced
1858
FWM
Focused Wealth Management
New York
$237K +$240K 4 0.23% New
1859
BT
Brandywine Trust
Delaware
$236K $0 1 0.33% Maintained
1860
HCM
Harvey Capital Management
Florida
$236K $0 1 0.12% Maintained
1861
MCWS
McKinley Carter Wealth Services
West Virginia
$236K +$4.23K 1 0.28% Increased
1862
NAM
Nichols Asset Management
Massachusetts
$236K +$33.3K 1 0.07% Increased
1863
NFG
Nadler Financial Group
Illinois
$234K -$1.17K 1 0.17% Reduced
1864
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$230K $0 1 0.06% Maintained
1865
LNB
Ledyard National Bank
$230K $0 4 0.04% Maintained
1866
BIG
Blackthorn Investment Group
Kansas
$229K -$620K 1 0.08% Reduced
1867
FFA
First Foundation Advisors
California
$228K -$65.7K 1 0.04% Reduced
1868
SAM
Sequent Asset Management
Texas
$227K $0 1 0.21% Maintained
1869
FDS
First Dallas Securities
Texas
$225K +$211K 1 0.17% New
1870
SCM
Salem Capital Management
Massachusetts
$225K $0 1 0.1% Maintained
1871
WRM
Weybosset Research & Management
Rhode Island
$225K $0 1 0.17% Maintained
1872
WCM
Windward Capital Management
California
$225K +$9.16K 1 0.09% Increased
1873
BP
BBR Partners
New York
$222K $0 1 0.05% Maintained
1874
STIA
Stone Toro Investment Advisers
New Jersey
$222K +$256K 1 0.15% New
1875
TYCC
Texas Yale Capital Corp
Florida
$221K $0 1 0.04% Maintained