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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
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$593K -$15.1K 10 0.29% Reduced
2102
PCM
Perkins Capital Management
Minnesota
$584K +$622K 1 0.56% New
2103
CB
CNB Bank
Pennsylvania
$581K +$512K 3 0.35% New
2104
GIM
Groesbeck Investment Management
New Jersey
$580K -$32K 1 0.41% Reduced
2105
WWM
Windsor Wealth Management
Indiana
$579K +$510K 1 0.5% New
2106
RIA
Regal Investment Advisors
Michigan
$577K -$9.28K 2 0.13% Reduced
2107
SRSA
S.R. Schill & Associates
Washington
$576K -$48.7K 1 0.36% Reduced
2108
RCM
RB Capital Management
Nevada
$573K +$1.12K 2 0.41% Increased
2109
CC
Cedar Capital
Illinois
$569K +$10K 2 0.27% Increased
2110
MCM
MV Capital Management
Maryland
$569K +$86.7K 5 0.15% Increased
2111
TWM
Torch Wealth Management
Ohio
$568K -$48.4K 2 0.35% Reduced
2112
WMG
WESCAP Management Group
California
$567K +$499K 1 0.22% New
2113
BDF
Balasa Dinverno & Foltz
$562K $0 1 0.08% Maintained
2114
MMM
Mendel Money Management
Illinois
$559K +$500K 1 0.54% New
2115
NME
Notis-McConarty Edward
$559K +$7K 2 0.32% Increased
2116
IWA
Inspirion Wealth Advisors
Illinois
$558K -$19.7K 1 0.27% Reduced
2117
ERIM
Eagle Ridge Investment Management
Connecticut
$557K $0 1 0.09% Maintained
2118
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$555K +$223K 1 0.08% Increased
2119
FANJ
Financial Architects (New Jersey)
New Jersey
$551K -$154K 10 0.09% Reduced
2120
JFA
JNBA Financial Advisors
Minnesota
$549K $0 4 0.12% Maintained
2121
TBNY
Trustco Bank (New York)
New York
$549K -$30K 2 0.57% Reduced
2122
LC
Lincoln Capital
Nebraska
$545K $0 1 0.3% Maintained
2123
VWM
Venturi Wealth Management
Texas
$542K +$19.8K 2 0.1% Increased
2124
MBT
Montecito Bank & Trust
California
$541K -$10.1K 1 0.18% Reduced
2125
Waverton Investment Management
Waverton Investment Management
United Kingdom
$538K +$98.7K 1 0.03% Increased