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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
TDC
Thompson Davis & Co
Virginia
$589K +$262K 14 0.68% Increased
1852
CAM
Concorde Asset Management
Michigan
$581K $0 2 0.74% Maintained
1853
LM
Lincluden Management
Ontario, Canada
$581K -$133K 1 0.07% Reduced
1854
BGA
Belmont Global Advisors
Texas
$580K -$438K 1 0.64% Reduced
1855
PCA
Peddock Capital Advisors
Massachusetts
$574K -$239K 1 0.47% Reduced
1856
GLI
Guardian Life Insurance
New York
$573K -$1.34K 8 0.05% Reduced
1857
BCCM
Blue Clay Capital Management
Minnesota
$572K +$87.3K 1 0.32% Increased
1858
SC
Stratford Consulting
Texas
$571K +$1.6K 1 0.29% Increased
1859
HCM
Hall Capital Management
Rhode Island
$570K -$262K 2 0.65% Reduced
1860
CI
Capital Innovations
Wisconsin
$565K -$458K 2 0.54% Reduced
1861
SCM
Symons Capital Management
Pennsylvania
$565K +$510K 1 0.14% New
1862
BAM
Bruderman Asset Management
New York
$560K +$28.5K 3 0.21% Increased
1863
CC
Courier Capital
New York
$549K +$13K 2 0.11% Increased
1864
BRWM
B. Riley Wealth Management
Tennessee
$548K +$26.2K 8 0.44% Increased
1865
NAM
North American Management
Massachusetts
$548K -$96.8K 2 0.09% Reduced
1866
AIM
Aspen Investment Management
Michigan
$546K $0 2 0.46% Maintained
1867
WFG
Windsor Financial Group
Minnesota
$545K -$8.19K 1 0.23% Reduced
1868
KAM
Kokusai Asset Management
Japan
$543K +$141K 2 0.5% Increased
1869
SCM
SOL Capital Management
Maryland
$542K $0 1 0.2% Maintained
1870
AHB
Abner Herrman & Brock
New Jersey
$529K +$9.1K 1 0.27% Increased
1871
KS
Karpas Strategies
Connecticut
$529K $0 1 0.26% Maintained
1872
Eagle Global Advisors
Eagle Global Advisors
Texas
$528K +$1.32K 3 0.01% Increased
1873
FG
Fiduciary Group
Georgia
$528K +$519K 2 0.17% New
1874
IndexIQ Advisors
IndexIQ Advisors
New York
$526K -$14.3K 2 0.03% Reduced
1875
WGCA
Wolf Group Capital Advisors
Virginia
$526K -$1.18M 1 0.35% Reduced