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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
SCM
Southport Capital Management
Tennessee
$529K +$2.31K 2 0.24% Increased
2152
JT
Jump Trading
Illinois
$528K -$840K 2 0.02% Reduced
2153
BI
Ballast Inc
Kentucky
$525K $0 2 0.32% Maintained
2154
SIAS
Shine Investment Advisory Services
Colorado
$524K -$11.5K 11 0.25% Reduced
2155
AF
AMG Funds
Connecticut
$522K -$455K 1 0.67% Reduced
2156
LCG
Luxor Capital Group
New York
$521K +$155K 1 0.01% Increased
2157
KWMG
King Wealth Management Group
Florida
$520K +$381 1 0.15% Increased
2158
MMM
Mendel Money Management
Illinois
$518K -$48K 1 0.48% Reduced
2159
LWM
Lenox Wealth Management
Ohio
$517K +$53.4K 6 0.15% Increased
2160
AWA
ARS Wealth Advisors
Florida
$512K $0 1 0.16% Maintained
2161
SIC
Shoker Investment Counsel
Ohio
$511K -$16K 3 0.37% Reduced
2162
LC
Lindbrook Capital
California
$510K -$21K 22 0.19% Reduced
2163
JFA
JNBA Financial Advisors
Minnesota
$509K -$51.3K 5 0.1% Reduced
2164
CB
Cadence Bank
Mississippi
$508K -$25.4K 1 0.05% Reduced
2165
MCM
MV Capital Management
Maryland
$507K +$31.5K 5 0.12% Increased
2166
LMAM
Legg Mason Asset Management
Japan
$506K $0 1 0.54% Maintained
2167
RMC
Regis Management Company
California
$505K -$360K 1 0.09% Reduced
2168
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$503K -$172K 2 0.05% Reduced
2169
NL
NKCFO LLC
Illinois
$501K +$186K 2 0.37% Increased
2170
EFEM
Eos Focused Equity Management
New York
$499K -$1.49M 1 0.58% Reduced
2171
TTWM
TCV Trust & Wealth Management
Virginia
$499K $0 1 0.06% Maintained
2172
VCA
VIEX Capital Advisors
Florida
$499K -$368K 1 0.3% Reduced
2173
CMI
Clare Market Investments
Texas
$497K -$1.04M 1 0.47% Reduced
2174
CIA
Capital Impact Advisors
Massachusetts
$497K +$488K 1 0.19% New
2175
MWM
Mascoma Wealth Management
New Hampshire
$496K -$7K 2 0.31% Reduced