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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
TAM
Taurus Asset Management
New York
$388K $0 1 0.07% Maintained
1852
VC
Vicus Capital
Pennsylvania
$388K -$167K 1 0.09% Reduced
1853
DCM
DG Capital Management
New York
$387K -$1.84M 1 0.82% Reduced
1854
WCM
Washington Capital Management
Washington
$386K $0 1 0.53% Maintained
1855
BDF
Balasa Dinverno & Foltz
$384K -$8.1K 1 0.07% Reduced
1856
SBWM
Sunflower Bank Wealth Management
Arizona
$384K $0 1 0.14% Maintained
1857
PHS
Pekin Hardy Strauss
Illinois
$383K -$162K 1 0.07% Reduced
1858
SFSG
Stearns Financial Services Group
North Carolina
$381K +$73.9K 1 0.1% Increased
1859
SIM
Sonora Investment Management
Arizona
$380K -$6.76K 5 0.08% Reduced
1860
PBO
Peoples Bank (Ohio)
Ohio
$379K +$20.5K 1 0.23% Increased
1861
AIM
Allen Investment Management
New York
$377K +$371K 1 0.02% New
1862
HCM
Harvest Capital Management
New Hampshire
$376K $0 1 0.17% Maintained
1863
MC
Montag & Caldwell
Georgia
$376K -$21.3K 1 0.01% Reduced
1864
ED
Exane Derivatives
France
$372K -$26.3M 8 0.06% Reduced
1865
IC
InterOcean Capital
Illinois
$367K $0 1 0.09% Maintained
1866
AP
Advisors Preferred
Maryland
$365K +$347K 2 0.17% Increased
1867
IWA
IBEX Wealth Advisors
New Jersey
$364K +$335K 1 0.2% New
1868
PCA
Peddock Capital Advisors
Massachusetts
$364K +$74.1K 3 0.22% Increased
1869
PFBT
Parkside Financial Bank & Trust
Missouri
$359K -$26.2K 13 0.16% Reduced
1870
Allstate Corporation
Allstate Corporation
Illinois
$355K -$397K 1 0.03% Reduced
1871
NBG
Nancy B. Gardiner
$353K -$8.18K 1 0.91% Reduced
1872
QC
QCM Cayman
Texas
$353K -$39.4K 2 0.39% Reduced
1873
EHWM
Eads & Heald Wealth Management
Georgia
$352K -$210K 1 0.24% Reduced
1874
TI
TT International
United Kingdom
$352K +$376K 1 0.1% New
1875
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
Texas
$351K +$61.4K 1 0.27% Increased