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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
RQS
Ramsey Quantitative Systems
Kentucky
$611K -$558K 2 0.69% Reduced
1852
ARMC
American Research & Management Company
Massachusetts
$610K -$11.7K 3 0.2% Reduced
1853
NWM
Northwest Wealth Management
Iowa
$610K +$198K 2 0.56% Increased
1854
DAM
Doheny Asset Management
California
$605K $0 2 0.28% Maintained
1855
DBIA
Dumont & Blake Investment Advisors
New Jersey
$604K +$1.68K 1 0.27% Increased
1856
Quadrant Capital Group
Quadrant Capital Group
Ohio
$604K +$33K 29 0.27% Increased
1857
MRCM
M&R Capital Management
New Jersey
$602K -$938K 3 0.15% Reduced
1858
MAMNY
Marathon Asset Management (New York)
New York
$600K $0 1 0.12% Maintained
1859
NSB
Norway Savings Bank
Maine
$599K +$20.7K 2 0.58% Increased
1860
MCWS
McKinley Carter Wealth Services
West Virginia
$597K $0 2 0.26% Maintained
1861
BCP
Blue Chip Partners
Michigan
$592K +$130K 2 0.21% Increased
1862
FNB
Farmers National Bank
Kentucky
$592K -$42.8K 2 0.35% Reduced
1863
FMLI
Fukoku Mutual Life Insurance
Japan
$592K -$9.1M 3 0.09% Reduced
1864
DAM
Deltec Asset Management
New York
$591K +$408K 2 0.12% Increased
1865
RAM
Redmond Asset Management
Virginia
$590K +$205K 2 0.28% Increased
1866
WCM
Washington Capital Management
Washington
$588K +$164K 1 0.66% Increased
1867
RP
Rowlandmiller & Partners
Georgia
$587K +$21.2K 2 0.25% Increased
1868
BCM
Bourgeon Capital Management
Connecticut
$586K +$90.5K 1 0.37% Increased
1869
FCB
First Command Bank
Texas
$583K +$36.7K 4 0.38% Increased
1870
FCFS
First Command Financial Services
Texas
$583K +$36.7K 4 0.38% Increased
1871
BWAM
Boyd Watterson Asset Management
Ohio
$580K $0 1 0.3% Maintained
1872
SGA
Strategic Global Advisors
California
$577K +$214K 2 0.21% Increased
1873
Personal Capital Advisors
Personal Capital Advisors
California
$576K -$974K 2 0.01% Reduced
1874
PAS
Partnervest Advisory Services
California
$575K -$133K 2 0.26% Reduced
1875
PFSC
Peoples Financial Services Corp
Pennsylvania
$575K +$35.2K 3 0.34% Increased