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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
WA
Winfield Associates
Ohio
$283K +$31.8K 11 0.15% Increased
2102
Allworth Financial
Allworth Financial
California
$278K +$335 5 0.02% Increased
2103
MVA
Mount Vernon Associates
Maryland
$278K +$256K 1 0.46% New
2104
BOS
Bingham Osborn & Scarborough
California
$277K -$318K 1 0.03% Reduced
2105
MGAM
McGowan Group Asset Management
Texas
$277K $0 1 0.05% Maintained
2106
DF Dent & Co
DF Dent & Co
Maryland
$275K -$85M 1 0.01% Reduced
2107
JSL
JT Stratford LLC
Georgia
$275K -$30.6K 1 0.18% Reduced
2108
AG
Ashmore Group
United Kingdom
$274K -$16.9K 1 0.13% Reduced
2109
CVM
Cheviot Value Management
California
$272K +$3.57K 1 0.15% Increased
2110
GAM
Gemmer Asset Management
California
$272K +$7.22K 17 0.1% Increased
2111
WDL
Well Done LLC
Michigan
$271K +$283K 1 0.08% New
2112
KCM
KSA Capital Management
New Jersey
$270K $0 1 1.39% Maintained
2113
TCM
Trafelet Capital Management
New York
$270K +$95.3K 1 0.2% Increased
2114
BCM
Beddow Capital Management
Wyoming
$269K $0 1 0.11% Maintained
2115
FNT
First Nebraska Trust
Nebraska
$268K $0 1 0.06% Maintained
2116
Gratus Capital
Gratus Capital
Georgia
$268K $0 1 0.04% Maintained
2117
SDJVC
St. Denis J. Villere & Co
Louisiana
$268K -$57.6K 1 0.02% Reduced
2118
BFG
Beacon Financial Group
Texas
$265K -$10.7M 1 0.05% Reduced
2119
OFW
Omnia Family Wealth
Florida
$265K +$36.6K 10 0.13% Increased
2120
BAM
Brave Asset Management
New Jersey
$263K $0 1 0.14% Maintained
2121
EWM
Evermay Wealth Management
Virginia
$262K -$7.62K 1 0.11% Reduced
2122
SMH
Sanders Morris Harris
Texas
$262K $0 1 0.11% Maintained
2123
3AM
3D Asset Management
Connecticut
$261K +$242K 1 0.06% New
2124
WKWM
Walter & Keenan Wealth Management
Indiana
$261K $0 1 0.12% Maintained
2125
JFA
Johanson Financial Advisors
California
$255K -$21.3K 1 0.19% Reduced