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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
MCM
Maryland Capital Management
Maryland
$216K +$225K 1 0.03% New
2077
SCM
Salem Capital Management
Massachusetts
$216K $0 1 0.11% Maintained
2078
EWM
Evermay Wealth Management
Virginia
$215K +$182K 1 0.13% New
2079
PAS
Partnervest Advisory Services
California
$215K +$173K 1 0.11% New
2080
KBG
Kahn Brothers Group
New York
$214K -$277K 1 0.04% Reduced
2081
MCM
MV Capital Management
Maryland
$214K +$19.8K 5 0.09% Increased
2082
SFSG
Stearns Financial Services Group
North Carolina
$213K +$25.9K 1 0.07% Increased
2083
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$209K -$193K 1 0.02% Reduced
2084
WA
Wealth Architects
California
$209K -$7.4K 1 0.12% Reduced
2085
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$208K -$83.1K 1 0.03% Reduced
2086
BRA
Bender Robert & Associates
California
$208K -$220K 1 0.12% Reduced
2087
ITIM
Indiana Trust & Investment Management
Indiana
$208K -$761K 1 0.11% Reduced
2088
KWMG
King Wealth Management Group
Florida
$208K -$130K 1 0.12% Reduced
2089
IC
IKOS CIF
Cyprus
$206K -$831K 2 0.47% Reduced
2090
LC
Lourd Capital
California
$203K -$4.65K 1 0.02% Reduced
2091
ACM
Afton Capital Management
North Carolina
$202K -$186K 1 0.43% Reduced
2092
RIG
Roosevelt Investment Group
New York
$202K -$2.58K 1 0.01% Reduced
2093
BWFA
Baltimore-Washington Financial Advisors
Maryland
$201K +$6.09K 3 0.06% Increased
2094
GCA
Greenwood Capital Associates
South Carolina
$200K -$155K 1 0.06% Reduced
2095
HSA
Hussman Strategic Advisors
Maryland
$200K -$6.02M 1 0.02% Reduced
2096
RWM
Raffa Wealth Management
District of Columbia
$197K +$170K 14 0.12% Increased
2097
Klingman & Associates
Klingman & Associates
New York
$190K $0 2 0.08% Maintained
2098
JIC
Joel Isaacson & Co
New York
$188K -$28K 4 0.05% Reduced
2099
GWS
Glassman Wealth Services
Virginia
$186K -$28.3K 7 0.15% Reduced
2100
AWM
AllSquare Wealth Management
New York
$185K $0 2 0.18% Maintained