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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
Grimes & Company
Grimes & Company
Massachusetts
$512K +$11.1K 2 0.15% Increased
1902
SBWM
Sunflower Bank Wealth Management
Arizona
$510K +$51.2K 1 0.26% Increased
1903
WIL
Winifred I. Li
$509K -$50.5K 4 0.44% Reduced
1904
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$507K $0 1 0.08% Maintained
1905
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$507K -$363K 16 0.29% Reduced
1906
PPSG
Princeton Portfolio Strategies Group
New Jersey
$506K $0 1 0.34% Maintained
1907
EAM
Evanson Asset Management
California
$504K +$479K 1 0.22% New
1908
VWM
Vector Wealth Management
Minnesota
$498K -$44K 1 0.35% Reduced
1909
TCOO
Trust Company of Oklahoma
Oklahoma
$489K -$312K 1 0.33% Reduced
1910
GGPS
Gary Goldberg Planning Services
New York
$477K -$52.5K 2 0.28% Reduced
1911
IOOF
Independent Order of Foresters
Ontario, Canada
$470K +$445K 1 0.47% New
1912
TC
Taylor Cottrill
New Hampshire
$468K $0 1 0.24% Maintained
1913
KIC
Keating Investment Counselors
Florida
$454K $0 1 0.23% Maintained
1914
JCM
Janney Capital Management
Pennsylvania
$452K +$208K 1 0.03% Increased
1915
SIG
Schooner Investment Group
Pennsylvania
$449K +$427K 1 0.14% New
1916
SG
Somerset Group
Minnesota
$448K $0 1 0.35% Maintained
1917
FNBOH
First National Bank of Hutchinson
Kansas
$446K +$29.2K 1 0.3% Increased
1918
HI
Hudock Inc
Pennsylvania
$440K +$4.44K 2 0.37% Increased
1919
CCM
Carlson Capital Management
Minnesota
$438K $0 1 0.18% Maintained
1920
TFA
Transamerica Financial Advisors
Florida
$436K +$161K 5 0.05% Increased
1921
MCWS
McKinley Carter Wealth Services
West Virginia
$434K +$175K 2 0.42% Increased
1922
Cannell & Spears
Cannell & Spears
New York
$429K -$275K 1 0.05% Reduced
1923
MIM
Merion Investment Management
Florida
$429K +$357K 1 0.2% New
1924
Chilton Capital Management
Chilton Capital Management
Texas
$428K -$8.54K 4 0.05% Reduced
1925
CFA
Carroll Financial Associates
North Carolina
$426K -$16K 8 0.15% Reduced