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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
GBT
Grove Bank & Trust
Florida
$100K $0 1 0.09% Maintained
2052
SM
Sciencast Management
New Jersey
$100K -$3.53M 1 0.3% Reduced
2053
IF
IRON Financial
Illinois
$97K -$4.59K 1 0.12% Reduced
2054
LWM
Lenox Wealth Management
Ohio
$97K -$1.23K 3 0.08% Reduced
2055
PCTC
Perkins Coie Trust Company
Washington
$95K $0 2 0.06% Maintained
2056
WRM
Westport Resources Management
Connecticut
$95K -$30.6K 3 0.07% Reduced
2057
PCP
Proficio Capital Partners
Massachusetts
$93K +$3.86K 18 0.05% Increased
2058
SCM
Segantii Capital Management
Hong Kong
$91K +$91.7K 1 0.02% New
2059
GTP
Global Thematic Partners
New York
$90K -$42.3K 1 0% Reduced
2060
RBC
Roble Belko & Company
Pennsylvania
$89K +$21.2K 2 0.05% Increased
2061
Gradient Investments
Gradient Investments
Minnesota
$87K +$6.73K 3 0.01% Increased
2062
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$86K -$75.5K 2 0.01% Reduced
2063
WA
Winfield Associates
Ohio
$85K +$15.1K 10 0.05% Increased
2064
MUS
Mitsubishi UFJ Securities
Japan
$84K -$59K 1 0.44% Reduced
2065
CP
Corbenic Partners
Pennsylvania
$83K +$5.42K 2 0.09% Increased
2066
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$83K -$560K 1 0.01% Reduced
2067
PR
Payden & Rygel
California
$79K -$8.76M 2 0.01% Reduced
2068
BP
BBR Partners
New York
$78K -$162K 1 0.01% Reduced
2069
EWM
Elite Wealth Management
Washington
$78K +$72.2K 1 0.13% New
2070
NC
NewSquare Capital
Pennsylvania
$78K +$13.7K 9 0.02% Increased
2071
PIM
Parasol Investment Management
Illinois
$78K $0 2 0.08% Maintained
2072
VC
Vestor Capital
Illinois
$77K +$73.6K 1 0.02% New
2073
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$74K +$10.1K 2 0.04% Increased
2074
OFS
Orrstown Financial Services
Pennsylvania
$71K $0 2 0.07% Maintained
2075
CHP
Cable Hill Partners
Oregon
$68K +$11.7K 12 0.05% Increased