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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
AC
Abbrea Capital
California
$522K +$18.4K 1 0.15% Increased
2102
BCA
Benchmark Capital Advisors
New York
$519K $0 2 0.39% Maintained
2103
CCT
Chemung Canal Trust
New York
$519K -$6.46K 1 0.12% Reduced
2104
CCM
Chickasaw Capital Management
Tennessee
$519K $0 2 0.01% Maintained
2105
AWM
Aevitas Wealth Management
Massachusetts
$517K +$63.7K 3 0.47% Increased
2106
OCM
Orleans Capital Management
Louisiana
$516K -$371K 1 0.35% Reduced
2107
BRA
Bender Robert & Associates
California
$515K +$208K 2 0.23% Increased
2108
GIM
Groesbeck Investment Management
New Jersey
$515K -$3.89K 1 0.35% Reduced
2109
QCI
Quaker Capital Investments
Pennsylvania
$514K $0 1 0.17% Maintained
2110
RWM
Raffa Wealth Management
District of Columbia
$513K +$202K 14 0.18% Increased
2111
LSAG
Lake Street Advisors Group
New Hampshire
$513K -$267K 2 0.06% Reduced
2112
WAS
Winch Advisory Services
Wisconsin
$513K -$69.2K 8 0.26% Reduced
2113
JA
JOYN Advisors
Georgia
$512K -$43.9K 31 0.1% Reduced
2114
ZCM
Zebra Capital Management
Connecticut
$510K +$485K 1 0.23% New
2115
MMM
Mendel Money Management
Illinois
$507K +$484K 1 0.49% New
2116
IAM
ICM Asset Management
Washington
$506K $0 1 0.35% Maintained
2117
TEE
Tibra Equities Europe
United Kingdom
$505K +$514K 1 0.06% New
2118
CB
CNB Bank
Pennsylvania
$504K -$7.07K 2 0.29% Reduced
2119
DC
Diametric Capital
Massachusetts
$501K +$171K 1 0.44% Increased
2120
BRM
Boston Research & Management
Massachusetts
$500K $0 1 0.23% Maintained
2121
RCM
RB Capital Management
Nevada
$499K -$65.9K 2 0.44% Reduced
2122
UF
Univest Financial
Pennsylvania
$495K -$19.1K 1 0.15% Reduced
2123
AAM
Aureus Asset Management
Massachusetts
$492K +$513K 1 0.06% New
2124
Allworth Financial
Allworth Financial
California
$488K -$35.4K 9 0.02% Reduced
2125
TAM
Taylor Asset Management
Ontario, Canada
$488K -$84.9K 1 0.22% Reduced