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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
AFG
Albion Financial Group
Utah
$215K +$203K 1 0.04% New
2127
HR
Howe & Rusling
New York
$215K -$26.4K 11 0.04% Reduced
2128
SC
Selz Capital
New York
$215K $0 1 0.06% Maintained
2129
North Star Asset Management
North Star Asset Management
Wisconsin
$214K +$202K 1 0.02% New
2130
BFPW
BOK Financial Private Wealth
Colorado
$213K +$201K 1 0.03% New
2131
QOP
Quinn Opportunity Partners
Virginia
$212K $0 1 0.04% Maintained
2132
SSG
Summit Securities Group
New York
$211K -$765K 1 0.04% Reduced
2133
WA
Winfield Associates
Ohio
$211K +$69.5K 11 0.12% Increased
2134
SAMC
Spectrum Asset Management (California)
California
$210K +$199K 1 0.19% New
2135
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$210K +$198K 1 0.02% New
2136
BCM
Beddow Capital Management
Wyoming
$209K -$5.86K 1 0.08% Reduced
2137
BWM
Biltmore Wealth Management
Arizona
$209K +$200K 1 0.24% New
2138
OAM
Occidental Asset Management
California
$209K +$206K 1 0.13% New
2139
BFA
Benedict Financial Advisors
Georgia
$208K +$198K 1 0.11% New
2140
MFBTD
MB Financial Bank - Trust Department
Illinois
$205K -$30.4K 3 0.02% Reduced
2141
TIM
Total Investment Management
Arizona
$205K +$194K 1 0.07% New
2142
EWM
Evermay Wealth Management
Virginia
$204K $0 1 0.09% Maintained
2143
BPB
Badgley, Phelps & Bell
Washington
$203K +$191K 1 0.02% New
2144
HJA
Hugh Johnson Advisors
New York
$203K +$193K 1 0.06% New
2145
GS
Girard Securities
California
$201K $0 1 0.15% Maintained
2146
FM
Forward Management
California
$197K +$43.2K 1 0.02% Increased
2147
FCMT
Founders Capital Management (Texas)
Texas
$197K -$2.72K 7 0.17% Reduced
2148
PCTC
Perkins Coie Trust Company
Washington
$197K +$61K 3 0.11% Increased
2149
WA
WealthTrust-Arizona
Arizona
$191K +$406 2 0.1% Increased
2150
MCA
Mercer Capital Advisers
New Jersey
$190K $0 3 0.14% Maintained