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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
2176
PHAM
Palisades Hudson Asset Management
Florida
$405K $0 1 0.21% Maintained
2177
OC
Oakworth Capital
Alabama
$402K $0 5 0.08% Maintained
2178
AWM
Altium Wealth Management
New York
$398K +$10.9K 1 0.08% Increased
2179
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$396K $0 1 0.04% Maintained
2180
IP
Investment Partners
Ohio
$396K -$242K 1 0.22% Reduced
2181
EAM
Exane Asset Management
France
$395K -$586K 2 0.12% Reduced
2182
RCA
Rowland Carmichael Advisors
Arizona
$393K $0 1 0.15% Maintained
2183
ACG
Allen Capital Group
Nebraska
$392K +$3.68K 1 0.13% Increased
2184
SIC
Shoker Investment Counsel
Ohio
$392K +$1.41K 2 0.28% Increased
2185
AWA
Alaska Wealth Advisors
Alaska
$390K -$177K 1 0.12% Reduced
2186
FCFC
First Commonwealth Financial Corp
Pennsylvania
$390K -$414K 1 0.26% Reduced
2187
FFC
First Financial Corp
Indiana
$388K -$35.9K 4 0.25% Reduced
2188
LSCM
LaSalle Street Capital Management
Illinois
$384K +$405K 1 0.45% New
2189
SIM
Sterling Investment Management
Arizona
$383K +$141 1 0.28% Increased
2190
AOWM
Alpha Omega Wealth Management
Virginia
$382K $0 4 0.17% Maintained
2191
JFA
JNBA Financial Advisors
Minnesota
$382K -$149K 4 0.17% Reduced
2192
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$379K +$386K 1 0% New
2193
WI
WrapManager Inc
California
$379K +$2.23K 1 0.12% Increased
2194
RIM
Regent Investment Management
Kentucky
$377K $0 1 0.12% Maintained
2195
VAM
Visionary Asset Management
Texas
$377K -$380K 1 0.12% Reduced
2196
BDF
Balasa Dinverno & Foltz
$376K -$3.54K 1 0.04% Reduced
2197
IBOK
Independence Bank of Kentucky
Kentucky
$374K -$53.6K 3 0.29% Reduced
2198
AIS
American Investment Services
Massachusetts
$373K -$230K 1 0.13% Reduced
2199
HEIP
Hudson Edge Investment Partners
New Jersey
$373K $0 1 0.07% Maintained
2200
MCP
Mirador Capital Partners
California
$372K -$7.08K 1 0.18% Reduced