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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
SevenBridge Financial Group
SevenBridge Financial Group
Pennsylvania
$525K $0 6 0.38% Maintained
1877
GW & Wade
GW & Wade
Massachusetts
$524K -$4.44K 1 0.09% Reduced
1878
Girard Partners
Girard Partners
Pennsylvania
$521K +$5.26K 1 0.15% Increased
1879
WOC
West Oak Capital
California
$508K -$306K 1 0.34% Reduced
1880
FNBOH
First National Bank of Hutchinson
Kansas
$508K +$471K 1 0.31% New
1881
JHL Capital Group
JHL Capital Group
Illinois
$508K +$438K 1 0.04% New
1882
Zions Bancorporation
Zions Bancorporation
Utah
$507K +$167K 8 0.09% Increased
1883
Raffa Wealth Management
Raffa Wealth Management
District of Columbia
$506K +$10 15 0.26% Increased
1884
BWAM
Boyd Watterson Asset Management
Ohio
$501K -$7.43K 1 0.27% Reduced
1885
Mission Wealth Management
Mission Wealth Management
California
$495K +$7.79K 2 0.1% Increased
1886
Atwood & Palmer
Atwood & Palmer
Missouri
$487K $0 2 0.09% Maintained
1887
KFS
Kurt F. Somerville
$487K $0 1 0.11% Maintained
1888
M Holdings Securities
M Holdings Securities
Oregon
$487K -$22.8K 1 0.17% Reduced
1889
PBO
Peoples Bank (Ohio)
Ohio
$485K +$24.4K 1 0.28% Increased
1890
Novare Capital Management
Novare Capital Management
North Carolina
$481K -$65.1K 2 0.12% Reduced
1891
IP
Intellectus Partners
California
$478K +$471K 5 0.25% New
1892
Cullen Capital Management
Cullen Capital Management
New York
$477K -$289K 1 0.02% Reduced
1893
Bourgeon Capital Management
Bourgeon Capital Management
Connecticut
$473K +$439K 1 0.3% New
1894
W.R. Berkley Corp
W.R. Berkley Corp
Connecticut
$469K +$466K 1 0.07% New
1895
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$468K +$7.28K 12 0.24% Increased
1896
MFP
Mosaic Financial Partners
California
$464K $0 1 0.3% Maintained
1897
SA
Sicart Associates
New York
$464K +$453K 1 0.32% New
1898
BB&T Investment Services
BB&T Investment Services
North Carolina
$462K +$433K 8 0.34% New
1899
Kimelman & Baird
Kimelman & Baird
New York
$459K -$48K 2 0.08% Reduced
1900
IHT Wealth Management
IHT Wealth Management
Illinois
$457K +$433K 13 0.35% New