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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
SAM
SignalPoint Asset Management
Missouri
$524K $0 1 0.22% Maintained
1877
VNA
Valley National Advisers
Pennsylvania
$520K +$165K 8 0.29% Increased
1878
MFS
Monetta Financial Services
Illinois
$519K +$526K 1 0.29% New
1879
Alpha Cubed Investments
Alpha Cubed Investments
California
$514K +$97K 1 0.14% Increased
1880
HAIM
Hunter Associates Investment Management
Pennsylvania
$514K -$32.7K 1 0.21% Reduced
1881
PWAG
Polaris Wealth Advisory Group
California
$513K +$559K 1 0.1% New
1882
TEC
Tiger Eye Capital
Tennessee
$510K $0 1 0.04% Maintained
1883
EIM
Emerson Investment Management
Massachusetts
$508K -$44.6K 2 0.1% Reduced
1884
AWA
Arete Wealth Advisors
Illinois
$503K -$33.7K 2 0.34% Reduced
1885
CFA
Carroll Financial Associates
North Carolina
$501K +$127K 10 0.11% Increased
1886
BSWMG
Barrington Strategic Wealth Management Group
Illinois
$499K -$7.73K 1 0.3% Reduced
1887
SGH
Schonfeld Group Holdings
New York
$499K +$468K 1 0.46% New
1888
TF
Tompkins Financial
New York
$496K -$95.5K 9 0.13% Reduced
1889
BWAM
Boyd Watterson Asset Management
Ohio
$495K $0 1 0.19% Maintained
1890
FMLI
Fukoku Mutual Life Insurance
Japan
$492K -$11.6K 3 0.08% Reduced
1891
GW & Wade
GW & Wade
Massachusetts
$492K -$141K 1 0.1% Reduced
1892
HPBT
High Point Bank & Trust
North Carolina
$492K $0 3 0.15% Maintained
1893
Advent International
Advent International
Massachusetts
$490K +$556K 1 0.01% New
1894
SGAM
Steinberg Global Asset Management
Florida
$488K -$15.5K 2 0.09% Reduced
1895
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$487K -$15.7K 2 0.55% Reduced
1896
RP
Rowlandmiller & Partners
Georgia
$486K +$330K 2 0.24% Increased
1897
TCM
Timpani Capital Management
Wisconsin
$485K -$470K 1 0.14% Reduced
1898
ANB
Amarillo National Bank
Texas
$482K -$680K 1 0.31% Reduced
1899
MP
Manifold Partners
California
$482K +$527K 1 0.43% New
1900
AP
Atwood & Palmer
Missouri
$481K $0 2 0.09% Maintained