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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
CBT
Central Bank & Trust
Kentucky
$143K +$1.14K 4 0.04% Increased
2052
SBA
Seven Bridges Advisors
New York
$140K -$269K 1 0.11% Reduced
2053
Allworth Financial
Allworth Financial
California
$139K -$4.66K 5 0.02% Reduced
2054
Avior Wealth Management
Avior Wealth Management
Nebraska
$139K +$9.51K 7 0.06% Increased
2055
RPG
Risk Paradigm Group
Texas
$137K +$117K 2 0.17% Increased
2056
PIC
Portland Investment Counsel
Ontario, Canada
$135K +$17.8K 1 0.28% Increased
2057
BAM
Berkshire Asset Management
Pennsylvania
$133K $0 1 0.02% Maintained
2058
MCA
Mercer Capital Advisers
New Jersey
$133K $0 3 0.11% Maintained
2059
HR
Howe & Rusling
New York
$132K -$2.86K 12 0.03% Reduced
2060
MWM
MinichMacGregor Wealth Management
New York
$129K -$2.25K 4 0.12% Reduced
2061
VIA
Vantage Investment Advisors
Pennsylvania
$128K -$1.01K 4 0.06% Reduced
2062
GWS
Glassman Wealth Services
Virginia
$126K +$111 7 0.11% Increased
2063
Pentwater Capital Management
Pentwater Capital Management
Florida
$126K $0 1 0% Maintained
2064
BFIM
Beese Fulmer Investment Management
Ohio
$125K -$33.8K 1 0.04% Reduced
2065
GTP
Global Thematic Partners
New York
$118K +$3.33K 1 0% Increased
2066
KKAMG
Kernodle & Katon Asset Management Group
Arkansas
$117K +$18.4K 2 0.11% Increased
2067
KLWA
Kelly Lawrence W & Associates
California
$115K -$9.59K 1 0.03% Reduced
2068
HF
Hoxton Financial
West Virginia
$114K +$22.4K 3 0.06% Increased
2069
PAI
Pittenger & Anderson Inc
Nebraska
$114K -$7.17K 2 0.01% Reduced
2070
YP
Yellowstone Partners
Idaho
$112K -$18K 1 0.05% Reduced
2071
KCPI
KR Capital Partners I
New York
$110K +$92.5K 1 0.32% New
2072
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$107K +$99.1K 1 0.02% New
2073
LWA
Lenox Wealth Advisors
New York
$102K $0 4 0.03% Maintained
2074
NCMG
NCM Capital Management Group
North Carolina
$101K -$4.74K 2 1.23% Reduced
2075
SP
Steelhead Partners
Washington
$95K +$80.7K 1 0.01% New