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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
2126
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$62K -$105 2 0.01% Reduced
2127
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$62K $0 1 0.04% Maintained
2128
OP
Oldfield Partners
United Kingdom
$54K $0 1 0% Maintained
2129
IWC
Integrated Wealth Counsel
California
$52K $0 1 0.04% Maintained
2130
SAM
Shamrock Asset Management
Texas
$47K -$9.1K 1 0.01% Reduced
2131
GCM
Grisanti Capital Management
New York
$45K $0 1 0.02% Maintained
2132
TCCM
Timber Creek Capital Management
Massachusetts
$45K $0 1 0.04% Maintained
2133
NCM
Nelson Capital Management
California
$44K -$3.55M 3 0.02% Reduced
2134
SFG
Sage Financial Group
Pennsylvania
$43K $0 1 0.02% Maintained
2135
ACMI
Amida Capital Management II
New York
$42K +$42.1K 1 0.05% New
2136
TCM
TD Capital Management
Tennessee
$42K +$87 2 0.01% Increased
2137
MAS
Madden Advisory Services
Florida
$41K +$40.9K 4 0.02% Increased
2138
EWM
Edge Wealth Management
New York
$40K -$117K 2 0.02% Reduced
2139
KPCM
Kings Point Capital Management
New York
$39K +$37.2K 2 0.01% New
2140
WCM
Wealthcare Capital Management
Virginia
$35K +$210 1 0.01% Increased
2141
PIM
Parasol Investment Management
Illinois
$34K $0 4 0.02% Maintained
2142
ZTNA
Zions Trust National Association
Utah
$30K -$30.3K 1 0.04% Reduced
2143
CI Global Investments
CI Global Investments
California
$29K $0 3 0% Maintained
2144
FBT
Founders Bank & Trust
Michigan
$29K -$3K 2 0.02% Reduced
2145
ST
Somerset Trust
Pennsylvania
$27K -$1.1K 1 0.02% Reduced
2146
FI
FCM Investments
Texas
$23K $0 1 0.01% Maintained
2147
DMK
David M. Knott
$21.5K $0 1 0% Maintained
2148
RWM
Raffa Wealth Management
District of Columbia
$21K +$9.53K 5 0.02% Increased
2149
DA
Dunvegan Associates
California
$18K $0 2 0.02% Maintained
2150
EMA
Efficient Market Advisors
California
$18K $0 1 0% Maintained