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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
WA
Wealth Architects
California
$236K +$95 1 0.09% Increased
2077
AMM
American Money Management
California
$234K -$62.7K 1 0.17% Reduced
2078
MSAM
Moloney Securities Asset Management
Missouri
$234K +$236K 1 0.12% New
2079
PP
PagnatoKarp Partners
Virginia
$234K $0 1 0.07% Maintained
2080
CPA
Cowen Prime Advisors
New York
$233K -$36.3K 3 0.12% Reduced
2081
HA
Harfst & Associates
Wyoming
$233K +$237K 3 0.1% New
2082
SIM
Sterling Investment Management
Arizona
$233K -$56.7K 1 0.33% Reduced
2083
LCM
LVM Capital Management
Michigan
$232K +$14.2K 1 0.06% Increased
2084
AG
Ashmore Group
United Kingdom
$231K -$127K 1 0.18% Reduced
2085
GCIA
Gabelli & Co Investment Advisers
New York
$230K $0 1 0.03% Maintained
2086
RIM
Regent Investment Management
Kentucky
$230K $0 1 0.09% Maintained
2087
VST
Van Strum & Towne
California
$229K -$1.98M 1 0.15% Reduced
2088
FBT
First Bankers Trust
Kentucky
$228K -$4.73K 1 0.12% Reduced
2089
WBG
Wharton Business Group
Pennsylvania
$228K -$28.9K 1 0.02% Reduced
2090
AAM
Augustine Asset Management
Florida
$227K $0 1 0.14% Maintained
2091
MHIC
Marble Harbor Investment Counsel
Massachusetts
$226K $0 1 0.05% Maintained
2092
RB
Rodgers Brothers
Pennsylvania
$226K -$231K 1 0.09% Reduced
2093
CAM
Concorde Asset Management
Michigan
$225K +$226K 1 0.37% New
2094
SA
Strategic Advisors
New York
$225K +$15K 1 0.11% Increased
2095
HCA
Heck Capital Advisors
Wisconsin
$222K -$10.3K 1 0.14% Reduced
2096
OFW
Omnia Family Wealth
Florida
$221K -$23.7K 11 0.11% Reduced
2097
ACS
Archford Capital Strategies
Illinois
$220K -$46.8K 6 0.08% Reduced
2098
NG
Northstar Group
New York
$219K +$757 1 0.15% Increased
2099
AIL
AGF Investments LLC
Ontario, Canada
$218K -$12K 14 0.05% Reduced
2100
HR
Howe & Rusling
New York
$218K -$22.4K 12 0.04% Reduced