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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
1951
CA
Corrado Advisors
New Jersey
$495K $0 1 0.28% Maintained
1952
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$495K -$740 9 0.25% Reduced
1953
KA
Kovack Advisors
Florida
$495K -$40.3K 1 0.16% Reduced
1954
OAM
Origin Asset Management
United Kingdom
$495K $0 1 0.03% Maintained
1955
AVC
Arlington Value Capital
Utah
$494K $0 1 0.05% Maintained
1956
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$494K +$482K 1 0.08% New
1957
AF
Ally Financial
Michigan
$492K +$483K 1 0.09% New
1958
TBNY
Trustco Bank (New York)
New York
$490K -$23K 2 0.47% Reduced
1959
OC
Oakworth Capital
Alabama
$487K -$2.4K 6 0.13% Reduced
1960
CL
CSS LLC
Illinois
$486K +$391K 2 0.02% Increased
1961
WCM
Washington Capital Management
Washington
$486K $0 1 0.52% Maintained
1962
FWP
FAS Wealth Partners
Kansas
$483K +$77.5K 1 0.13% Increased
1963
CPA
Capital Planning Advisors
California
$482K +$148K 1 0.19% Increased
1964
SAM
Sompo Asset Management
Japan
$481K -$3.36M 1 0.07% Reduced
1965
AG
Appleton Group
Wisconsin
$480K +$191K 2 0.52% Increased
1966
RIM
Ranger Investment Management
Texas
$480K -$399K 1 0.04% Reduced
1967
VWM
Venturi Wealth Management
Texas
$476K -$5.55K 2 0.1% Reduced
1968
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$474K $0 1 0.18% Maintained
1969
ST
Sabal Trust
Florida
$474K +$33.7K 1 0.05% Increased
1970
HS
Huntington Steele
Pennsylvania
$473K $0 1 0.14% Maintained
1971
FIM
Frontier Investment Management
Texas
$472K +$59.8K 1 0.04% Increased
1972
TAM
Taurus Asset Management
New York
$470K $0 1 0.07% Maintained
1973
RIA
Regal Investment Advisors
Michigan
$468K +$182K 2 0.11% Increased
1974
IWA
Inspirion Wealth Advisors
Illinois
$466K -$2.47K 1 0.24% Reduced
1975
NME
Notis-McConarty Edward
$466K $0 2 0.29% Maintained