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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
Allworth Financial
Allworth Financial
California
$181K +$94.9K 7 0.07% Increased
2102
NYLT
New York Life Trust
New York
$181K -$164K 2 0.72% Reduced
2103
RP
Rowlandmiller & Partners
Georgia
$180K $0 1 0.09% Maintained
2104
IFS
Ifrah Financial Services
Arkansas
$176K +$200K 1 0.07% New
2105
KPF
K2 Principal Fund
Ontario, Canada
$169K -$523K 1 0.04% Reduced
2106
CCM
Cutler Capital Management
Massachusetts
$160K +$166K 1 0.07% New
2107
PCTC
Perkins Coie Trust Company
Washington
$159K $0 3 0.12% Maintained
2108
SFPIA
Stevens First Principles Investment Advisors
California
$150K +$62.6K 1 0.1% Increased
2109
WIC
Woodmont Investment Counsel
Tennessee
$149K -$399K 1 0.05% Reduced
2110
RCG
Ruggie Capital Group
Florida
$146K +$142K 5 0.17% Increased
2111
HF
Hoxton Financial
West Virginia
$144K +$20K 3 0.06% Increased
2112
MCA
Mercer Capital Advisers
New Jersey
$144K +$11.4K 4 0.13% Increased
2113
NCMG
NCM Capital Management Group
North Carolina
$141K $0 2 1.6% Maintained
2114
RIA
Regal Investment Advisors
Michigan
$141K +$15.3K 3 0.03% Increased
2115
Old Mission Capital
Old Mission Capital
Illinois
$133K +$129K 1 0.03% New
2116
LWA
Lenox Wealth Advisors
New York
$132K -$19.2K 2 0.05% Reduced
2117
SCP
Syntal Capital Partners
Texas
$125K +$444 2 0.15% Increased
2118
GTP
Global Thematic Partners
New York
$124K +$127K 1 0% New
2119
FCCM
First City Capital Management
Georgia
$123K +$20.1K 7 0.09% Increased
2120
Avior Wealth Management
Avior Wealth Management
Nebraska
$122K +$21.1K 6 0.09% Increased
2121
MCF Advisors
MCF Advisors
Kentucky
$120K +$582 5 0.03% Increased
2122
FM
Forward Management
California
$117K -$171K 1 0.01% Reduced
2123
Pacer Advisors
Pacer Advisors
Pennsylvania
$114K +$111K 1 0.24% New
2124
VCM
Vigilant Capital Management
Maine
$111K -$5.84M 3 0.02% Reduced
2125
WCM
Wealthcare Capital Management
Virginia
$111K +$188K 15 0.01% Increased