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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
2076
RCM
Rotella Capital Management
Washington
$67K -$36K 1 0.07% Reduced
2077
CFG
CKW Financial Group
Hawaii
$60K -$33.5K 3 0.03% Reduced
2078
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$54K $0 2 0.01% Maintained
2079
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$54K $0 1 0.03% Maintained
2080
OP
Oldfield Partners
United Kingdom
$50K $0 1 0% Maintained
2081
SAM
Shamrock Asset Management
Texas
$46K $0 1 0.02% Maintained
2082
IWC
Integrated Wealth Counsel
California
$45K $0 1 0.05% Maintained
2083
MSFP
Mark Sheptoff Financial Planning
Connecticut
$45K -$18K 2 0.04% Reduced
2084
WCM
Wealthcare Capital Management
Virginia
$43K +$10.9K 3 0.01% Increased
2085
EWM
Edge Wealth Management
New York
$42K $0 2 0.02% Maintained
2086
SFG
Sage Financial Group
Pennsylvania
$40K $0 1 0.02% Maintained
2087
TCCM
Timber Creek Capital Management
Massachusetts
$40K $0 1 0.03% Maintained
2088
NCM
Nelson Capital Management
California
$39K $0 3 0.01% Maintained
2089
KPCM
Kings Point Capital Management
New York
$38K $0 2 0.01% Maintained
2090
ZTNA
Zions Trust National Association
Utah
$38K +$11.1K 2 0.05% Increased
2091
PIM
Parasol Investment Management
Illinois
$37K +$5.81K 5 0.03% Increased
2092
WAS
Winch Advisory Services
Wisconsin
$35K -$2.1M 5 0.02% Reduced
2093
TIM
Tortoise Investment Management
New York
$32K -$29.3K 5 0.01% Reduced
2094
RWM
Raffa Wealth Management
District of Columbia
$28K +$7.12K 10 0.02% Increased
2095
FBT
Founders Bank & Trust
Michigan
$25K $0 2 0.01% Maintained
2096
ST
Somerset Trust
Pennsylvania
$25K $0 1 0.02% Maintained
2097
TCM
TD Capital Management
Tennessee
$25K -$19K 1 0.01% Reduced
2098
DMK
David M. Knott
$23.2K $0 1 0% Maintained
2099
FI
FCM Investments
Texas
$20K $0 1 0.01% Maintained
2100
MAS
Madden Advisory Services
Florida
$20K -$19K 2 0.01% Reduced