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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
CGI
Caerus Global Investors
New York
$480K -$684K 1 1.72% Reduced
1902
EI
EDMP Inc
Florida
$480K -$32.9K 1 0.46% Reduced
1903
MHS
M Holdings Securities
Oregon
$480K -$19.3K 1 0.32% Reduced
1904
TIA
Trust Investment Advisors
Indiana
$478K -$419K 1 0.49% Reduced
1905
CFA
CT Financial Advisors
Pennsylvania
$476K -$31.7K 5 0.27% Reduced
1906
OSNBOA
Old Second National Bank of Aurora
Illinois
$475K +$15.2K 2 0.22% Increased
1907
Perpetual Ltd
Perpetual Ltd
Australia
$475K $0 1 0.05% Maintained
1908
Yacktman Asset Management
Yacktman Asset Management
Texas
$475K $0 1 0% Maintained
1909
DIS
Diversified Investment Strategies
Louisiana
$472K +$139K 2 0.49% Increased
1910
GCA
Greenwood Capital Associates
South Carolina
$468K +$273K 1 0.14% Increased
1911
HIC
Harvey Investment Company
Kentucky
$463K $0 1 0.11% Maintained
1912
IWMPD
Integrated Wealth Management (Palm Desert)
California
$462K +$23.3K 13 0.18% Increased
1913
LWM
LBA Wealth Management
Florida
$462K $0 2 0.29% Maintained
1914
MCM
Mengis Capital Management
Oregon
$460K +$204K 2 0.38% Increased
1915
KIC
Keating Investment Counselors
Florida
$455K +$20.6K 1 0.23% Increased
1916
ANRIA
American National Registered Investment Advisor
Texas
$453K $0 1 0.22% Maintained
1917
AW
Alpha Windward
Massachusetts
$452K -$565K 1 0.3% Reduced
1918
BOS
Bingham Osborn & Scarborough
California
$451K $0 2 0.05% Maintained
1919
SRAM
Stone Ridge Asset Management
New York
$451K +$200K 2 1.04% Increased
1920
BCM
Blume Capital Management
California
$449K -$45 3 0.34% Reduced
1921
LC
Lincoln Capital
Nebraska
$446K $0 1 0.38% Maintained
1922
MNBTD
Moody National Bank Trust Division
Texas
$443K -$25.4K 1 0.03% Reduced
1923
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$442K +$2.71K 2 0.2% Increased
1924
One Capital Management
One Capital Management
California
$442K +$3.44K 1 0.13% Increased
1925
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$441K -$5.61M 1 0.04% Reduced