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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
South Texas Money Management
South Texas Money Management
Texas
$258K -$487 1 0.02% Reduced
2077
CI
Capital Innovations
Wisconsin
$257K -$46K 1 0.23% Reduced
2078
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$257K -$208K 1 0.01% Reduced
2079
JCM
Jag Capital Management
Missouri
$257K +$251K 1 0.05% New
2080
MBE
Michael B. Elefante
$256K -$147K 1 0.28% Reduced
2081
BT
Beacon Trust
New Jersey
$255K +$14.4K 1 0.04% Increased
2082
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$254K +$270K 1 0.12% New
2083
RT
Reliance Trust
Georgia
$253K -$11.8K 1 0.29% Reduced
2084
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$253K $0 1 0.05% Maintained
2085
BP
BBR Partners
New York
$250K $0 1 0.03% Maintained
2086
JCM
Janney Capital Management
Pennsylvania
$250K -$17K 1 0.01% Reduced
2087
CC
Colrain Capital
Massachusetts
$249K -$56.4K 1 0.02% Reduced
2088
SCM
Salem Capital Management
Massachusetts
$247K $0 1 0.12% Maintained
2089
WA
Wealth Architects
California
$247K +$263K 1 0.15% New
2090
BSB
Bangor Savings Bank
Maine
$245K $0 1 0.06% Maintained
2091
GAM
Gemmer Asset Management
California
$244K -$11.5K 23 0.17% Reduced
2092
VHAM
Van Hulzen Asset Management
California
$243K +$253K 1 0.17% New
2093
BC
Banced Corp
Illinois
$242K -$480K 1 0.26% Reduced
2094
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$239K +$254K 1 0.02% New
2095
LC
Lourd Capital
California
$237K +$5.16K 1 0.02% Increased
2096
SI
Sprott Inc
Ontario, Canada
$237K -$4.73M 1 0.02% Reduced
2097
RIG
Roosevelt Investment Group
New York
$234K -$10.7K 1 0.01% Reduced
2098
PBT
Pictet Bank & Trust
Bahamas
$233K $0 1 0.09% Maintained
2099
Sessa Capital
Sessa Capital
New York
$233K +$264K 1 0.11% New
2100
FUBT
First United Bank & Trust
Maryland
$231K +$23.4K 1 0.22% Increased