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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
JWM
Jacobus Wealth Management
Wisconsin
$346K -$35.4K 2 0.1% Reduced
1877
ANRIA
American National Registered Investment Advisor
Texas
$344K -$6.5K 1 0.18% Reduced
1878
BCM
Blume Capital Management
California
$344K $0 3 0.28% Maintained
1879
MIC
MU Investments Company
Japan
$344K -$35.8K 4 0.19% Reduced
1880
WRM
Westport Resources Management
Connecticut
$343K -$167K 3 0.11% Reduced
1881
LC
Lincoln Capital
Nebraska
$341K +$1.41K 1 0.28% Increased
1882
MNBTD
Moody National Bank Trust Division
Texas
$341K $0 1 0.03% Maintained
1883
Quadrant Capital Group
Quadrant Capital Group
Ohio
$339K -$1.13K 19 0.23% Reduced
1884
PAM
Premier Asset Management
Illinois
$338K +$11.5K 1 0.09% Increased
1885
GC
Gratry & Company
Ohio
$337K +$143K 2 0.21% Increased
1886
Klingman & Associates
Klingman & Associates
New York
$337K +$174K 3 0.13% Increased
1887
TF
Tompkins Financial
New York
$336K -$76.8K 7 0.11% Reduced
1888
FNB
Farmers National Bank
Kentucky
$332K +$130K 1 0.26% Increased
1889
FUBT
First United Bank & Trust
Maryland
$331K -$23.2K 1 0.32% Reduced
1890
TCMG
TSP Capital Management Group
New Jersey
$328K +$9.38K 1 0.18% Increased
1891
CC
Cognios Capital
Kansas
$327K -$2.15M 1 0.19% Reduced
1892
Ronald Blue & Co
Ronald Blue & Co
Georgia
$326K -$432K 1 0.02% Reduced
1893
TBA
Train Babcock Advisors
New York
$324K -$1.06M 1 0.12% Reduced
1894
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$321K $0 1 0.01% Maintained
1895
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$320K -$64.2K 3 0.41% Reduced
1896
IWMPD
Integrated Wealth Management (Palm Desert)
California
$319K -$47.8K 13 0.14% Reduced
1897
SG
Somerset Group
Minnesota
$319K $0 1 0.35% Maintained
1898
BCA
Bray Capital Advisors
Florida
$318K -$388K 3 0.2% Reduced
1899
KT
Kanaly Trust
Texas
$318K +$17.6K 12 0.07% Increased
1900
POA
Pergamon Offshore Advisors
New York
$317K -$527K 1 0.35% Reduced