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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
WC
Wynnefield Capital
New York
$350K +$404K 1 0.12% New
1877
AIM
Advantage Investment Management
Iowa
$346K -$39.7K 10 0.13% Reduced
1878
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$346K +$319K 1 0.01% New
1879
AMM
American Money Management
California
$342K +$736 1 0.27% Increased
1880
Bailard
Bailard
California
$342K +$93.8K 1 0.03% Increased
1881
IWMPD
Integrated Wealth Management (Palm Desert)
California
$342K +$26.5K 14 0.12% Increased
1882
TCOO
Trust Company of Oklahoma
Oklahoma
$341K +$4.91K 1 0.19% Increased
1883
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$341K +$14.6K 1 0.02% Increased
1884
SWA
SFMG Wealth Advisors
Texas
$341K -$660K 1 0.07% Reduced
1885
WIM
Wilen Investment Management
Florida
$339K -$1.37M 2 0.23% Reduced
1886
Greenleaf Trust
Greenleaf Trust
Michigan
$338K +$312K 1 0.01% New
1887
CA
Corrado Advisors
New Jersey
$336K -$11 1 0.21% Reduced
1888
MCF Advisors
MCF Advisors
Kentucky
$336K -$15.6K 3 0.08% Reduced
1889
VWM
Vector Wealth Management
Minnesota
$335K +$3.03K 1 0.23% Increased
1890
SC
Searle & Co
Connecticut
$333K +$336K 1 0.29% New
1891
TF
Tompkins Financial
New York
$333K -$17.4K 4 0.1% Reduced
1892
OC
Oakworth Capital
Alabama
$331K -$26.1K 6 0.11% Reduced
1893
ISB
Iowa State Bank
Iowa
$330K +$77.7K 1 0.18% Increased
1894
MCM
Mengis Capital Management
Oregon
$329K +$316K 1 0.27% New
1895
MJP
Michael J. Puzo
$329K $0 1 0.19% Maintained
1896
PAS
Partnervest Advisory Services
California
$329K -$98.5K 1 0.16% Reduced
1897
DAM
Doheny Asset Management
California
$327K $0 1 0.17% Maintained
1898
WI
WrapManager Inc
California
$327K -$4.44K 1 0.13% Reduced
1899
MCM
MV Capital Management
Maryland
$320K -$31K 4 0.12% Reduced
1900
FL
Fort LP
Maryland
$318K +$49.9K 1 0.11% Increased