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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
1876
JFA
JNBA Financial Advisors
Minnesota
$566K +$6.37K 3 0.31% Increased
1877
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$566K +$504K 8 0.52% New
1878
GHAM
Gilman Hill Asset Management
Connecticut
$564K -$12.7K 2 0.37% Reduced
1879
RIA
Regal Investment Advisors
Michigan
$556K -$161K 5 0.32% Reduced
1880
WRM
Westport Resources Management
Connecticut
$554K -$193K 6 0.16% Reduced
1881
AMG
Asset Management Group
Connecticut
$550K +$517K 1 0.34% New
1882
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$549K +$535K 1 0.15% New
1883
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$546K -$50.4K 2 0.05% Reduced
1884
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$538K +$506K 1 0.17% New
1885
WIM
Wilen Investment Management
Florida
$536K -$25.8K 2 0.34% Reduced
1886
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
$535K -$10.6M 1 0.15% Reduced
1887
PSC
Piper Sandler & Co
Minnesota
$533K +$486K 2 0.45% New
1888
DIS
Diversified Investment Strategies
Louisiana
$532K -$275K 2 0.43% Reduced
1889
MCM
Monarch Capital Management
Indiana
$529K +$11.9K 1 0.21% Increased
1890
CPA
Cowen Prime Advisors
New York
$528K -$85 3 0.2% Reduced
1891
FDS
First Dallas Securities
Texas
$527K +$278K 1 0.35% Increased
1892
KS
Karpas Strategies
Connecticut
$524K $0 1 0.29% Maintained
1893
LWI
Long Wharf Investors
Massachusetts
$524K +$9.31K 1 0.47% Increased
1894
AAM
Auxier Asset Management
Oregon
$522K +$186K 2 0.11% Increased
1895
GIA
Granite Investment Advisors
New Hampshire
$520K -$6.4K 1 0.11% Reduced
1896
FHC
First Heartland Consultants
Missouri
$519K +$78.6K 1 0.29% Increased
1897
AT
Acadia Trust
Maine
$518K +$2.56K 1 0.2% Increased
1898
FFA
First Foundation Advisors
California
$518K +$266K 2 0.07% Increased
1899
MCM
Maryland Capital Management
Maryland
$517K -$322K 1 0.08% Reduced
1900
LD
Lipe & Dalton
New York
$516K +$478K 1 0.35% New