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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
CS
Comerica Securities
Michigan
$534K -$1.3M 1 0.07% Reduced
2127
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$532K -$114K 2 0.05% Reduced
2128
SWA
SFMG Wealth Advisors
Texas
$531K -$1.47K 1 0.09% Reduced
2129
BT
Brandywine Trust
Delaware
$530K $0 1 0.45% Maintained
2130
B
Bridgeworth
Alabama
$528K +$250K 1 0.46% Increased
2131
AG
Appleton Group
Wisconsin
$527K -$39 2 0.52% Reduced
2132
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$526K -$13.4M 2 0.04% Reduced
2133
WA
WealthTrust-Arizona
Arizona
$526K +$121K 6 0.26% Increased
2134
BRM
Boston Research & Management
Massachusetts
$525K $0 1 0.26% Maintained
2135
VNA
Valley National Advisers
Pennsylvania
$524K -$18.9K 7 0.18% Reduced
2136
FGC
Financial Gravity Companies
Texas
$522K +$449K 27 0.6% New
2137
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$520K +$8.91K 1 2.36% Increased
2138
HI
Harrington Investments
California
$516K +$28.7K 1 0.43% Increased
2139
WA1
Wimmer Associates 1
California
$514K $0 1 0.46% Maintained
2140
TF
TLWM Financial
Texas
$512K +$488K 1 0.4% New
2141
CBN
Cadence Bank NA
Texas
$505K -$700 1 0.18% Reduced
2142
CPA
Clear Perspective Advisors
Illinois
$503K -$18.9K 4 0.38% Reduced
2143
MUAMU
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$502K +$524K 1 0.36% New
2144
MCM
Maple Capital Management
Vermont
$494K +$13.1K 2 0.13% Increased
2145
PWM
Paulson Wealth Management
Illinois
$488K +$441K 7 0.43% New
2146
RPG
Risk Paradigm Group
Texas
$487K +$265K 2 0.52% Increased
2147
FHC
First Heartland Consultants
Missouri
$487K -$1.27M 2 0.15% Reduced
2148
FHA
Flagship Harbor Advisors
Massachusetts
$486K +$208K 2 0.14% Increased
2149
NPPM
North Point Portfolio Managers
Ohio
$485K $0 1 0.08% Maintained
2150
SCM
Segantii Capital Management
Hong Kong
$483K -$813K 1 0.15% Reduced