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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
BSWMG
Barrington Strategic Wealth Management Group
Illinois
$383K +$3.08K 1 0.24% Increased
1852
PAS
Partnervest Advisory Services
California
$382K -$4.15K 1 0.22% Reduced
1853
BWAM
Boyd Watterson Asset Management
Ohio
$381K $0 1 0.16% Maintained
1854
Yacktman Asset Management
Yacktman Asset Management
Texas
$380K $0 1 0% Maintained
1855
Brinker Capital
Brinker Capital
Pennsylvania
$378K -$16.1M 1 0.03% Reduced
1856
Gradient Investments
Gradient Investments
Minnesota
$378K +$119K 3 0.05% Increased
1857
FNYS
First New York Securities
New York
$376K +$65.2K 4 0.17% Increased
1858
PAM
Peak Asset Management
Colorado
$374K $0 1 0.2% Maintained
1859
CFA
CT Financial Advisors
Pennsylvania
$372K -$1.97K 5 0.23% Reduced
1860
AP
Atwood & Palmer
Missouri
$370K $0 2 0.07% Maintained
1861
EI
EDMP Inc
Florida
$366K +$176 1 0.37% Increased
1862
OSNBOA
Old Second National Bank of Aurora
Illinois
$366K $0 2 0.18% Maintained
1863
BT
Brandywine Trust
Delaware
$365K $0 1 0.31% Maintained
1864
FBC
Fairfield, Bush & Co
Connecticut
$365K -$304K 2 0.16% Reduced
1865
EPM
Equitec Proprietary Markets
Illinois
$361K -$180K 1 0.02% Reduced
1866
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$360K +$422K 1 0.16% New
1867
TIA
Trust Investment Advisors
Indiana
$358K -$8.53K 1 0.41% Reduced
1868
One Capital Management
One Capital Management
California
$357K +$19.1K 1 0.13% Increased
1869
Graham Capital Management
Graham Capital Management
Connecticut
$356K +$371K 1 0.04% New
1870
BCMO
Buckingham Capital Management (Ohio)
Ohio
$355K -$216K 1 0.1% Reduced
1871
DAM
Doheny Asset Management
California
$352K $0 1 0.18% Maintained
1872
CCM
Chickasaw Capital Management
Tennessee
$350K -$233K 1 0.01% Reduced
1873
ALA
Atherton Lane Advisers
California
$349K -$124K 1 0.02% Reduced
1874
Colony Group
Colony Group
Massachusetts
$348K +$173K 7 0.04% Increased
1875
KIC
Keating Investment Counselors
Florida
$348K -$3.44K 1 0.19% Reduced