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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
SOAMC
Spirit of America Management Corp
New York
$240K -$84K 1 0.05% Reduced
2052
BCM
Beck Capital Management
Texas
$239K -$176K 1 0.14% Reduced
2053
SHWM
Smith & Howard Wealth Management
Georgia
$239K +$248K 1 0.1% New
2054
PCM
Price Capital Management
Louisiana
$238K +$225K 1 0.15% New
2055
TB
Terril Brothers
Missouri
$238K $0 1 0.08% Maintained
2056
GP
Grow Partners
California
$236K -$6.17M 1 4.91% Reduced
2057
BSB
Bangor Savings Bank
Maine
$233K -$8.87K 1 0.06% Reduced
2058
LRIC
Long Road Investment Counsel
Michigan
$230K $0 1 0.2% Maintained
2059
Accredited Investors
Accredited Investors
Minnesota
$229K +$249 1 0.06% Increased
2060
MCM
Mengis Capital Management
Oregon
$229K -$214K 1 0.2% Reduced
2061
MFBTD
MB Financial Bank - Trust Department
Illinois
$228K -$4.45M 3 0.03% Reduced
2062
PM
Parametrica Management
Hong Kong
$228K +$213K 1 7.35% New
2063
IH
IFC Holdings
Florida
$225K +$44.3K 2 0.03% Increased
2064
JIP
Jaffetilchin Investment Partners
Florida
$225K +$206K 1 0.07% New
2065
MGAM
McGowan Group Asset Management
Texas
$225K -$249K 1 0.05% Reduced
2066
FWM
Frontier Wealth Management
Missouri
$224K +$33.2K 1 0.04% Increased
2067
FUBT
First United Bank & Trust
Maryland
$223K -$11.1K 1 0.2% Reduced
2068
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$221K $0 1 0.03% Maintained
2069
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$220K -$336K 1 0.09% Reduced
2070
TIM
Thompson Investment Management
Wisconsin
$220K +$15K 1 0.04% Increased
2071
CIP
Champlain Investment Partners
Vermont
$219K $0 1 0% Maintained
2072
LI
LVZ Inc
Michigan
$219K $0 1 0.13% Maintained
2073
SBCM
Schwerin Boyle Capital Management
Massachusetts
$219K $0 1 0.03% Maintained
2074
BP
BBR Partners
New York
$217K -$802 1 0.03% Reduced
2075
HR
Howe & Rusling
New York
$217K -$52.5K 9 0.05% Reduced