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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
1926
SHWM
Smith & Howard Wealth Management
Georgia
$54K $0 2 0.03% Maintained
1927
TF
Trutina Financial
Washington
$40K +$40.3K 1 0.04% New
1928
PFG
Piershale Financial Group
Illinois
$36K +$254 2 0.03% Increased
1929
BWFA
Baltimore-Washington Financial Advisors
Maryland
$29K -$2.9M 1 0.01% Reduced
1930
TIM
Tortoise Investment Management
New York
$28K $0 4 0.02% Maintained
1931
WCM
Wealthcare Capital Management
Virginia
$27K +$169 1 0% Increased
1932
LWA
Lenox Wealth Advisors
New York
$25K -$3.99K 4 0.02% Reduced
1933
FMP
Financial Management Professionals
Texas
$21K $0 1 0.01% Maintained
1934
JAM
JCIC Asset Management
Ontario, Canada
$21K $0 1 0% Maintained
1935
FI
FCM Investments
Texas
$20K $0 1 0.01% Maintained
1936
FBT
Founders Bank & Trust
Michigan
$19K $0 2 0.01% Maintained
1937
PTA
Pear Tree Advisors
Massachusetts
$18K +$14.4K 1 0.02% New
1938
AWMS
Advocacy Wealth Management Services
Georgia
$17K $0 1 0.05% Maintained
1939
CLM
ClearBridge LLC (Maryland)
Maryland
$17K -$5.19M 1 0% Reduced
1940
TCM
TD Capital Management
Tennessee
$17K +$68 1 0% Increased
1941
DMK
David M. Knott
$16.5K $0 1 0% Maintained
1942
EMA
Efficient Market Advisors
California
$16K $0 1 0.01% Maintained
1943
ZTNA
Zions Trust National Association
Utah
$15K +$14.8K 1 0.02% New
1944
IFA
Interactive Financial Advisors
Illinois
$13K +$327 1 0.01% Increased
1945
CEMP
Compass Efficient Model Portfolios
Tennessee
$11K $0 2 0.08% Maintained
1946
MIM
Macroview Investment Management
Maryland
$11K +$11.4K 1 0.02% New
1947
CP
Corbenic Partners
Pennsylvania
$8K $0 1 0.01% Maintained
1948
ECM
Exchange Capital Management
Michigan
$8K -$2.06M 1 0% Reduced
1949
FWC
First Washington Corp
Washington
$8K $0 1 0.01% Maintained
1950
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$6K $0 1 0% Maintained