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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
MFW
Mosaic Family Wealth
Missouri
$203K +$15K 8 0.09% Increased
2127
Avior Wealth Management
Avior Wealth Management
Nebraska
$201K +$10.4K 6 0.07% Increased
2128
BST
Bath Savings Trust
Maine
$201K +$199K 1 0.06% New
2129
CVM
Cheviot Value Management
California
$201K +$95 1 0.11% Increased
2130
SC
Selz Capital
New York
$200K $0 1 0.05% Maintained
2131
FMA
FNY Managed Accounts
New York
$195K +$201K 9 0.6% New
2132
IOOF
Independent Order of Foresters
Ontario, Canada
$192K $0 1 0.16% Maintained
2133
AG
Appleton Group
Wisconsin
$191K +$207K 1 0.22% New
2134
DAM
Deltec Asset Management
New York
$190K -$875K 2 0.04% Reduced
2135
Penserra Capital Management
Penserra Capital Management
California
$189K -$2.57M 2 0.02% Reduced
2136
GBT
Grove Bank & Trust
Florida
$187K -$82.8K 8 0.15% Reduced
2137
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$184K -$24.5K 1 0.05% Reduced
2138
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$183K -$94.1K 2 0% Reduced
2139
PCM
Palouse Capital Management
Washington
$183K +$208K 1 0.07% New
2140
CL
CSS LLC
Illinois
$177K +$173K 2 0.01% New
2141
FCMT
Founders Capital Management (Texas)
Texas
$176K +$178K 7 0.16% New
2142
QFA
Quattro Financial Advisors
Texas
$172K +$166K 1 0.09% New
2143
MCA
Mercer Capital Advisers
New Jersey
$172K $0 3 0.13% Maintained
2144
Allworth Financial
Allworth Financial
California
$171K +$3.44K 6 0.02% Increased
2145
TCM
Trafelet Capital Management
New York
$171K +$5.25K 1 0.12% Increased
2146
MMEA
MEAG MUNICH ERGO AssetManagement
Germany
$170K +$165K 1 0.09% New
2147
SFPIA
Stevens First Principles Investment Advisors
California
$170K +$3.12K 2 0.11% Increased
2148
FM
Forward Management
California
$169K +$168K 1 0.01% New
2149
CBT
Central Bank & Trust
Kentucky
$168K +$32K 5 0.04% Increased
2150
WA
WealthTrust-Arizona
Arizona
$166K -$20.1K 2 0.09% Reduced