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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
2051
GCMG
Gyroscope Capital Management Group
Florida
$287K +$307K 1 0.24% New
2052
MCWS
McKinley Carter Wealth Services
West Virginia
$286K +$66.8K 1 0.22% Increased
2053
IIC
Ironwood Investment Counsel
Arizona
$285K -$11K 1 0.14% Reduced
2054
ST
Sabal Trust
Florida
$285K +$11K 1 0.04% Increased
2055
FCM
Firsthand Capital Management
California
$284K $0 1 0.17% Maintained
2056
Grimes & Company
Grimes & Company
Massachusetts
$284K -$224K 1 0.07% Reduced
2057
LCM
Lucas Capital Management
New Jersey
$281K $0 1 0.1% Maintained
2058
NPPM
North Point Portfolio Managers
Ohio
$281K $0 1 0.05% Maintained
2059
VNA
Valley National Advisers
Pennsylvania
$278K +$288K 5 0.21% New
2060
IOOF
Independent Order of Foresters
Ontario, Canada
$273K -$26.7K 1 0.28% Reduced
2061
EP
Edgestream Partners
New Jersey
$270K -$110K 1 0.62% Reduced
2062
IAS
IMA Advisory Services
Colorado
$270K -$1.96M 1 0.14% Reduced
2063
PHAM
Palisades Hudson Asset Management
Florida
$270K $0 1 0.21% Maintained
2064
EIM
Emerson Investment Management
Massachusetts
$268K -$216K 1 0.05% Reduced
2065
EAM
Evanson Asset Management
California
$268K -$92.2K 1 0.1% Reduced
2066
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$268K -$20.6K 1 0.13% Reduced
2067
RC
Reik & Co
New York
$268K $0 1 0.09% Maintained
2068
TB
Terril Brothers
Missouri
$268K $0 1 0.08% Maintained
2069
BT
Brandywine Trust
Delaware
$265K $0 1 0.24% Maintained
2070
PIC
Portland Investment Counsel
Ontario, Canada
$265K $0 1 0.37% Maintained
2071
New York Life Investment Management
New York Life Investment Management
New York
$264K +$238K 1 0.03% New
2072
SC
SRB Corp
Massachusetts
$264K -$83.9K 2 0.04% Reduced
2073
WCM
Windward Capital Management
California
$264K -$3.37K 1 0.07% Reduced
2074
Accredited Investors
Accredited Investors
Minnesota
$262K -$97.1K 1 0.08% Reduced
2075
NEAM
New England Asset Management
Connecticut
$260K $0 1 0.01% Maintained