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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
2101
CAW
Cornerstone Advisors (Washington)
Washington
$181K +$6.74K 7 0.17% Increased
2102
MCM
McGlinn Capital Management
Pennsylvania
$176K +$175K 1 0.38% New
2103
CIA
Capital Impact Advisors
Massachusetts
$173K +$153K 1 0.13% New
2104
PCTC
Perkins Coie Trust Company
Washington
$173K $0 3 0.16% Maintained
2105
MCF Advisors
MCF Advisors
Kentucky
$158K -$101K 4 0.05% Reduced
2106
FCCM
First City Capital Management
Georgia
$157K -$15.1K 7 0.11% Reduced
2107
NC
NewSquare Capital
Pennsylvania
$145K +$80.8K 4 0.05% Increased
2108
Avior Wealth Management
Avior Wealth Management
Nebraska
$141K -$40.6K 5 0.12% Reduced
2109
CCM
CWH Capital Management
Washington
$141K +$128K 1 0.12% New
2110
LWM
Lenox Wealth Management
Ohio
$122K -$30K 1 0.08% Reduced
2111
IT
Independence Trust
Tennessee
$120K $0 1 0.08% Maintained
2112
RCM
Rotella Capital Management
Washington
$118K -$49.9K 1 0.1% Reduced
2113
SAM
Solaris Asset Management
New York
$115K -$31K 1 0.08% Reduced
2114
HF
Hoxton Financial
West Virginia
$114K $0 3 0.05% Maintained
2115
OFS
Orrstown Financial Services
Pennsylvania
$109K -$42.3K 1 0.12% Reduced
2116
AFIA
America First Investment Advisors
Nebraska
$107K -$47K 2 0.05% Reduced
2117
WAM
Wallington Asset Management
Indiana
$107K $0 2 0.04% Maintained
2118
CFG
CKW Financial Group
Hawaii
$99K -$2K 3 0.05% Reduced
2119
CPP
Crow Point Partners
Massachusetts
$99K $0 1 0.01% Maintained
2120
FAM
Formidable Asset Management
Ohio
$98K +$21.1K 5 0.06% Increased
2121
DCM
Dean Capital Management
Kansas
$95K +$7.49K 1 1.05% Increased
2122
PR
Payden & Rygel
California
$86K $0 3 0.02% Maintained
2123
PTA
Pear Tree Advisors
Massachusetts
$71K +$51.3K 2 0.06% Increased
2124
TIM
Tortoise Investment Management
New York
$68K +$35.4K 6 0.03% Increased
2125
MSFP
Mark Sheptoff Financial Planning
Connecticut
$67K -$32.2K 3 0.06% Reduced