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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
CIA
Cascade Investment Advisors
Oregon
$600K +$590K 2 0.46% Increased
2102
CA
Calton & Associates
Florida
$599K +$266K 2 0.13% Increased
2103
SFG
SevenBridge Financial Group
Pennsylvania
$599K -$19.3K 1 0.32% Reduced
2104
SPC
Stewart & Patten Company
California
$599K -$9.53K 2 0.1% Reduced
2105
VC
Vicus Capital
Pennsylvania
$598K +$148K 1 0.08% Increased
2106
CT
Cambridge Trust
Massachusetts
$597K +$14.6K 2 0.03% Increased
2107
Gratus Capital
Gratus Capital
Georgia
$597K -$42.2K 2 0.1% Reduced
2108
TF
TLWM Financial
Texas
$595K -$19.9K 1 0.31% Reduced
2109
Walleye Capital
Walleye Capital
New York
$595K -$261K 4 0.04% Reduced
2110
AWM
Alterna Wealth Management
Texas
$593K -$120K 1 0.7% Reduced
2111
AC
AMS Capital
Brazil
$592K -$8.41K 1 0.25% Reduced
2112
WWM
Windsor Wealth Management
Indiana
$592K -$70.5K 1 0.26% Reduced
2113
AIM
Advantage Investment Management
Iowa
$591K -$73.9K 12 0.46% Reduced
2114
GLI
Guardian Life Insurance
New York
$589K +$9.26K 8 0.09% Increased
2115
IWA
Inspirion Wealth Advisors
Illinois
$587K $0 1 0.26% Maintained
2116
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$583K +$1.73K 1 0.08% Increased
2117
FIM
Fernwood Investment Management
Massachusetts
$583K +$6.35K 1 0.29% Increased
2118
CB
CNB Bank
Pennsylvania
$580K +$22.7K 5 0.54% Increased
2119
CF
Copperwynd Financial
Arizona
$574K +$62.8K 1 0.33% Increased
2120
LFM
Lumina Fund Management
New York
$574K +$716K 1 0.28% New
2121
TCM
Telos Capital Management
California
$574K +$270K 1 0.16% Increased
2122
HRC
Hoertkorn Richard Charles
$571K -$57.6K 2 0.37% Reduced
2123
North Star Asset Management
North Star Asset Management
Wisconsin
$569K $0 1 0.04% Maintained
2124
LC
Lincoln Capital
Nebraska
$567K $0 1 0.25% Maintained
2125
AL
Arnhold LLC
New York
$566K $0 1 0.1% Maintained