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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
SBWM
Sunflower Bank Wealth Management
Arizona
$454K -$63.6K 1 0.15% Reduced
1877
LFM
Lumina Fund Management
New York
$451K +$519K 1 0.04% New
1878
PointState Capital
PointState Capital
New York
$449K -$5.07M 1 0.01% Reduced
1879
JFA
JNBA Financial Advisors
Minnesota
$448K +$17K 3 0.2% Increased
1880
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$446K -$21.2K 2 0.01% Reduced
1881
FCT
Family Capital Trust
Massachusetts
$444K -$740K 1 0.24% Reduced
1882
FC
Farley Capital
New York
$439K $0 1 0.3% Maintained
1883
KBG
Kahn Brothers Group
New York
$438K $0 1 0.07% Maintained
1884
LFR
Lehman Financial Resources
Pennsylvania
$437K +$8.66K 4 0.23% Increased
1885
EI
EDMP Inc
Florida
$435K +$171 1 0.41% Increased
1886
CK
Carnick & Kubik
Colorado
$432K +$451K 1 0.4% New
1887
DIS
Diversified Investment Strategies
Louisiana
$427K -$93.4K 2 0.36% Reduced
1888
SAM
SignalPoint Asset Management
Missouri
$427K +$16K 1 0.21% Increased
1889
VWM
Vector Wealth Management
Minnesota
$425K -$106 1 0.31% Reduced
1890
Alpha Cubed Investments
Alpha Cubed Investments
California
$424K -$495K 1 0.2% Reduced
1891
AMG National Trust Bank
AMG National Trust Bank
Colorado
$422K -$89K 1 0.04% Reduced
1892
COI
Connable Office Inc
Michigan
$422K +$9.96K 2 0.11% Increased
1893
PC
Permit Capital
Pennsylvania
$422K $0 1 0.26% Maintained
1894
CC
Cognios Capital
Kansas
$421K -$909K 1 0.3% Reduced
1895
FSC
Fiduciary Services Corp
Georgia
$417K -$816K 1 0.15% Reduced
1896
RPGK
Retirement Planning Group (Kansas)
Kansas
$417K -$21.6K 1 0.13% Reduced
1897
WIM
Wilen Investment Management
Florida
$412K $0 2 0.26% Maintained
1898
MCM
Monarch Capital Management
Indiana
$410K -$15.8K 1 0.16% Reduced
1899
WIC
Wilkins Investment Counsel
Massachusetts
$410K $0 1 0.15% Maintained
1900
CL
CIM LLC
New York
$408K +$10.7K 1 0.2% Increased