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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
MFT
Moisand Fitzgerald Tamayo
Florida
$90K +$91.4K 2 0.08% New
2077
RWM
Raffa Wealth Management
District of Columbia
$87.6K -$121K 15 0.05% Reduced
2078
GTP
Global Thematic Partners
New York
$87K $0 1 0% Maintained
2079
KKAMG
Kernodle & Katon Asset Management Group
Arkansas
$86K +$88.4K 2 0.08% New
2080
HF
Hoxton Financial
West Virginia
$80K -$16.8K 3 0.04% Reduced
2081
PCTC
Perkins Coie Trust Company
Washington
$79K $0 2 0.06% Maintained
2082
FCCM
First City Capital Management
Georgia
$76.2K +$4.93K 5 0.05% Increased
2083
Balentine LLC
Balentine LLC
Georgia
$74K -$101K 4 0.02% Reduced
2084
CFN
Cordasco Financial Network
Florida
$72K $0 1 0.06% Maintained
2085
AA
Apriem Advisors
California
$70K -$3.5K 4 0.03% Reduced
2086
PR
Payden & Rygel
California
$67K $0 2 0.01% Maintained
2087
CP
Corbenic Partners
Pennsylvania
$66K +$70 1 0.06% Increased
2088
TFA
Transamerica Financial Advisors
Florida
$66K +$394 7 0.01% Increased
2089
VCM
Vigilant Capital Management
Maine
$65K $0 2 0.01% Maintained
2090
PIM
Parasol Investment Management
Illinois
$64K $0 2 0.06% Maintained
2091
RGI
River Global Investors
United Kingdom
$62K +$62.1K 1 0.04% New
2092
AFIA
America First Investment Advisors
Nebraska
$56K $0 2 0.03% Maintained
2093
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$54K -$14.1K 2 0.04% Reduced
2094
JAM
Jolley Asset Management
North Carolina
$50K $0 2 0.05% Maintained
2095
NC
NewSquare Capital
Pennsylvania
$47K $0 4 0.01% Maintained
2096
TSS
Two Sigma Securities
New York
$47K +$59.3K 1 0.06% New
2097
KPCM
Kings Point Capital Management
New York
$46K $0 1 0.01% Maintained
2098
OFS
Orrstown Financial Services
Pennsylvania
$44K +$5.45K 1 0.05% Increased
2099
GCM
Grisanti Capital Management
New York
$38K $0 1 0.02% Maintained
2100
LOCC
Lombard Odier & Cie (Canada)
Quebec, Canada
$37K +$37.5K 1 0.1% New