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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
1901
CAW
Cornerstone Advisors (Washington)
Washington
$149K +$130K 4 0.26% Increased
1902
OAM
Orinda Asset Management
California
$147K -$436K 1 0.46% Reduced
1903
NYLT
New York Life Trust
New York
$146K -$1.64K 2 0.73% Reduced
1904
SIM
Strategic Investment Management
Virginia
$143K -$31.8K 1 0.03% Reduced
1905
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$142K $0 1 0.1% Maintained
1906
BCM
Beddow Capital Management
Wyoming
$138K +$137K 1 0.04% New
1907
KAM
Kokusai Asset Management
Japan
$133K -$66.4K 2 0.17% Reduced
1908
Twin Tree Management
Twin Tree Management
Texas
$127K -$1.98M 1 0% Reduced
1909
CC
Colrain Capital
Massachusetts
$122K +$125K 1 0.01% New
1910
SFS
Signator Financial Services
Massachusetts
$109K -$3.33K 2 0.11% Reduced
1911
WCM
Windsor Capital Management
Arizona
$105K +$91K 2 0.06% Increased
1912
SAM
Solaris Asset Management
New York
$100K +$3.32K 2 0.07% Increased
1913
PMFA
Plante Moran Financial Advisors
Michigan
$99K -$7.53K 7 0.06% Reduced
1914
AA
AlphaMark Advisors
Kentucky
$95K -$436K 1 0.06% Reduced
1915
PR
Payden & Rygel
California
$84K $0 3 0.03% Maintained
1916
KIG
Kessler Investment Group
Indiana
$82K +$83.9K 2 0.22% New
1917
WAM
Wallington Asset Management
Indiana
$81K $0 2 0.03% Maintained
1918
PVH
Psagot Value Holdings
Israel
$79K +$77.4K 2 0% Increased
1919
Allworth Financial
Allworth Financial
California
$76K +$77.4K 1 0.04% New
1920
QAM
QCI Asset Management
New York
$71K +$50.5K 5 0.01% Increased
1921
DCM
Dean Capital Management
Kansas
$65K $0 1 0.97% Maintained
1922
NC
NewSquare Capital
Pennsylvania
$62K +$33.3K 4 0.03% Increased
1923
NIM
NuWave Investment Management
New Jersey
$60K -$2.54M 3 0.05% Reduced
1924
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$57K -$59.2K 1 0.09% Reduced
1925
IWC
Integrated Wealth Counsel
California
$55.7K -$91.3K 2 0.04% Reduced