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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
NFG
Nadler Financial Group
Illinois
$207K +$194K 1 0.1% New
2102
CC
Cadinha & Co
Hawaii
$204K +$191K 1 0.04% New
2103
SFM
Signature Financial Management
Virginia
$204K +$191K 1 0.13% New
2104
AWM
AllSquare Wealth Management
New York
$202K $0 2 0.19% Maintained
2105
GAM
Griffin Asset Management
New York
$202K +$201K 1 0.08% New
2106
PI
Pettee Investors
Connecticut
$201K +$203K 1 0.2% New
2107
KA
Kovack Advisors
Florida
$200K +$203K 1 0.14% New
2108
JIC
Joel Isaacson & Co
New York
$195K +$450 4 0.05% Increased
2109
RCIM
Russell Clark Investment Management
United Kingdom
$192K +$192K 1 0.05% New
2110
HA
Harfst & Associates
Wyoming
$186K +$182K 4 0.1% New
2111
JWA
JFS Wealth Advisors
Pennsylvania
$186K -$123K 4 0.1% Reduced
2112
LS
Lupo Securities
Illinois
$186K -$2.05M 3 0.74% Reduced
2113
Klingman & Associates
Klingman & Associates
New York
$184K $0 2 0.07% Maintained
2114
MFBTD
MB Financial Bank - Trust Department
Illinois
$181K -$29.6K 4 0.02% Reduced
2115
CA
Corrado Advisors
New Jersey
$179K +$179K 1 0.08% New
2116
HSA
Hussman Strategic Advisors
Maryland
$170K -$43K 1 0.02% Reduced
2117
SFPIA
Stevens First Principles Investment Advisors
California
$166K $0 1 0.11% Maintained
2118
RCG
Ruggie Capital Group
Florida
$163K +$4.03K 6 0.13% Increased
2119
VIA
Vantage Investment Advisors
Pennsylvania
$163K -$220K 3 0.09% Reduced
2120
LCM
Landscape Capital Management
New Jersey
$160K -$674K 1 0.03% Reduced
2121
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$158K -$406K 15 0.09% Reduced
2122
PCTC
Perkins Coie Trust Company
Washington
$158K $0 3 0.12% Maintained
2123
GWS
Glassman Wealth Services
Virginia
$153K -$24.1K 8 0.12% Reduced
2124
MCA
Mercer Capital Advisers
New Jersey
$153K $0 4 0.14% Maintained
2125
Allworth Financial
Allworth Financial
California
$150K -$32.9K 7 0.05% Reduced