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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
RNC Capital Management
RNC Capital Management
California
$423K +$386K 1 0.03% New
1927
BCM
Blume Capital Management
California
$422K $0 2 0.25% Maintained
1928
FCB
First Command Bank
Texas
$421K +$405K 3 0.34% New
1929
FCFS
First Command Financial Services
Texas
$421K +$405K 3 0.34% New
1930
NBG
Nancy B. Gardiner
$421K -$4.7K 1 1.07% Reduced
1931
TWM
Torch Wealth Management
Ohio
$421K -$27.1K 1 0.3% Reduced
1932
MCG
Meru Capital Group
New York
$420K $0 1 0.12% Maintained
1933
PWSG
Pacific Wealth Strategies Group
California
$420K +$411K 1 0.41% New
1934
WC
Wynnefield Capital
New York
$420K $0 1 0.15% Maintained
1935
SIM
Sonora Investment Management
Arizona
$419K +$13.8K 5 0.09% Increased
1936
CBN
Cadence Bank NA
Texas
$415K -$224K 1 0.19% Reduced
1937
Loews Corp
Loews Corp
New York
$415K -$68K 1 0% Reduced
1938
FNBSF
First National Bank Sioux Falls
South Dakota
$414K -$201K 1 1.68% Reduced
1939
JCM
Jacobi Capital Management
Pennsylvania
$413K -$159K 6 0.25% Reduced
1940
PCA
Peddock Capital Advisors
Massachusetts
$412K -$14K 4 0.24% Reduced
1941
AB
Atlas Brown
Kentucky
$406K $0 1 0.17% Maintained
1942
TAM
Taurus Asset Management
New York
$405K $0 1 0.07% Maintained
1943
TCOO
Trust Company of Oklahoma
Oklahoma
$402K -$9.4K 1 0.21% Reduced
1944
SBWM
Sunflower Bank Wealth Management
Arizona
$401K $0 1 0.14% Maintained
1945
WIM
Wilen Investment Management
Florida
$401K -$5.26K 2 0.25% Reduced
1946
SFP
Shepherd Financial Partners
Massachusetts
$400K +$396K 1 0.11% New
1947
PFBT
Parkside Financial Bank & Trust
Missouri
$399K +$1.09K 20 0.17% Increased
1948
PMG
ProVise Management Group
Florida
$399K +$386K 1 0.07% New
1949
SFSG
Stearns Financial Services Group
North Carolina
$399K +$725 1 0.1% Increased
1950
WI
Wintrust Investments
Illinois
$399K -$2.6K 1 0.17% Reduced