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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
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$212K +$223K 4 0.19% New
2127
TIM
Thompson Investment Management
Wisconsin
$210K +$190K 1 0.04% New
2128
VIA
Vantage Investment Advisors
Pennsylvania
$210K -$17.4K 6 0.12% Reduced
2129
CPO
Cerity Partners OCIO
New York
$206K -$575K 1 0.03% Reduced
2130
MSFP
Mark Sheptoff Financial Planning
Connecticut
$205K +$159K 3 0.18% Increased
2131
NG
Northstar Group
New York
$202K +$215K 1 0.16% New
2132
BCM
Bienville Capital Management
New York
$201K +$214K 1 0.17% New
2133
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$201K -$528K 1 0.13% Reduced
2134
JWM
Jackson Wealth Management
Florida
$201K +$211K 1 0.07% New
2135
NPIT
National Penn Investors Trust
Pennsylvania
$201K $0 1 0.02% Maintained
2136
RP
Rowlandmiller & Partners
Georgia
$196K +$182K 1 0.1% New
2137
AWM
AllSquare Wealth Management
New York
$195K +$197K 2 0.19% New
2138
CS
Credential Securities
$187K +$85.5K 1 0.12% Increased
2139
JWA
JFS Wealth Advisors
Pennsylvania
$185K -$110K 4 0.03% Reduced
2140
CA
Corrado Advisors
New Jersey
$174K $0 1 0.08% Maintained
2141
LWA
Lenox Wealth Advisors
New York
$164K $0 2 0.07% Maintained
2142
PCTC
Perkins Coie Trust Company
Washington
$164K $0 3 0.13% Maintained
2143
SC
Searle & Co
Connecticut
$164K +$169K 2 0.14% New
2144
Capstone Investment Advisors
Capstone Investment Advisors
New York
$161K -$3.2M 1 0% Reduced
2145
Klingman & Associates
Klingman & Associates
New York
$158K +$164K 2 0.07% New
2146
BWFA
Baltimore-Washington Financial Advisors
Maryland
$153K $0 1 0.05% Maintained
2147
NCMG
NCM Capital Management Group
North Carolina
$153K $0 2 1.72% Maintained
2148
SC
Sumit Capital
New York
$143K +$164K 1 4.75% New
2149
PIA
Peachtree Investment Advisors
Georgia
$140K +$144K 1 0.09% Increased
2150
RIA
Regal Investment Advisors
Michigan
$134K -$444K 4 0.04% Reduced