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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
IWA
Inspirion Wealth Advisors
Illinois
$318K $0 1 0.21% Maintained
1902
Pathstone Family Office
Pathstone Family Office
New Jersey
$318K $0 2 0.33% Maintained
1903
SC
SRB Corp
Massachusetts
$316K -$820 2 0.05% Reduced
1904
EI
EDMP Inc
Florida
$315K -$68.3K 1 0.3% Reduced
1905
ZB
Zions Bancorporation
Utah
$312K +$7.17K 8 0.06% Increased
1906
EAM
Evanson Asset Management
California
$310K $0 1 0.09% Maintained
1907
Penserra Capital Management
Penserra Capital Management
California
$308K -$1.08M 12 0.04% Reduced
1908
AWA
Arete Wealth Advisors
Illinois
$307K +$75.3K 2 0.18% Increased
1909
PAM
Premier Asset Management
Illinois
$304K -$12.3K 1 0.08% Reduced
1910
Churchill Management
Churchill Management
California
$303K +$279K 1 0.01% New
1911
LC
Lincoln Capital
Nebraska
$303K -$90.8K 1 0.22% Reduced
1912
LNB
Ledyard National Bank
$301K +$67.2K 6 0.05% Increased
1913
VWM
Venturi Wealth Management
Texas
$301K $0 1 0.1% Maintained
1914
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$300K $0 1 0.04% Maintained
1915
QCI
Quaker Capital Investments
Pennsylvania
$300K $0 1 0.11% Maintained
1916
JWM
Jacobus Wealth Management
Wisconsin
$298K $0 2 0.09% Maintained
1917
CNAM
Campbell Newman Asset Management
Wisconsin
$297K +$320K 1 0.05% New
1918
QAM
Quantres Asset Management
Cayman Islands
$295K -$1.2M 1 0.18% Reduced
1919
YMRC
Yorktown Management & Research Company
Virginia
$294K $0 1 0.06% Maintained
1920
BWA
Burt Wealth Advisors
Maryland
$291K -$24.5K 4 0.31% Reduced
1921
DLHL
Donald L. Hagan LLC
Florida
$291K -$20.8K 1 0.29% Reduced
1922
LOCC
Lombard Odier & Cie (Canada)
Quebec, Canada
$291K +$245K 2 0.83% Increased
1923
BO
Bank OZK
Arkansas
$287K $0 1 0.1% Maintained
1924
NIS
National Investment Services
Wisconsin
$286K -$292K 1 0.32% Reduced
1925
One Capital Management
One Capital Management
California
$284K -$25.7K 1 0.09% Reduced