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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
2151
AF
Affiance Financial
Minnesota
$422K $0 1 0.32% Maintained
2152
BI
Ballast Inc
Kentucky
$422K $0 2 0.33% Maintained
2153
RNC Capital Management
RNC Capital Management
California
$419K -$14.7K 1 0.03% Reduced
2154
BFC
Bedel Financial Consulting
Indiana
$417K -$60.6K 7 0.31% Reduced
2155
NPPM
North Point Portfolio Managers
Ohio
$417K $0 1 0.07% Maintained
2156
BCB
Brian C. Broderick
$410K -$223K 1 0.15% Reduced
2157
AWM
Aevitas Wealth Management
Massachusetts
$409K +$14.4K 3 0.4% Increased
2158
LB
Landmark Bank
Missouri
$408K +$449K 1 0.26% New
2159
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$408K -$388K 3 0.17% Reduced
2160
WCA
Westover Capital Advisors
Delaware
$408K -$159K 1 0.22% Reduced
2161
Financial Engines Advisors
Financial Engines Advisors
California
$407K -$17.1K 2 0.01% Reduced
2162
MCP
Mirador Capital Partners
California
$400K -$4.76K 1 0.22% Reduced
2163
One Capital Management
One Capital Management
California
$396K +$19.7K 1 0.08% Increased
2164
POIA
Pin Oak Investment Advisors
Texas
$396K +$84.2K 4 0.29% Increased
2165
WP
WealthSource Partners
California
$396K +$110K 1 0.11% Increased
2166
CWM
Concentric Wealth Management
California
$393K $0 1 0.28% Maintained
2167
OC
Oakworth Capital
Alabama
$392K $0 5 0.08% Maintained
2168
FC
Fayerweather Charles
$391K -$295 1 0.63% Reduced
2169
CBT
Central Bank & Trust
Kentucky
$388K -$13.9K 3 0.1% Reduced
2170
FFC
First Financial Corp
Indiana
$387K $0 4 0.27% Maintained
2171
AC
Avestar Capital
New York
$386K +$112K 13 0.24% Increased
2172
IBOK
Independence Bank of Kentucky
Kentucky
$385K -$24.5K 3 0.32% Reduced
2173
AOWM
Alpha Omega Wealth Management
Virginia
$379K +$39.7K 4 0.19% Increased
2174
CSA
Cottage Street Advisors
Massachusetts
$379K +$418K 1 0.22% New
2175
BRC
Bell Rock Capital
Delaware
$377K -$1.25M 2 0.19% Reduced