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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
2201
AWA
Acorn Wealth Advisors
Michigan
$338K -$1.65K 3 0.29% Reduced
2202
BDF
Balasa Dinverno & Foltz
$338K -$152K 1 0.05% Reduced
2203
BBI
Baxter Bros Inc
Connecticut
$336K -$1.47K 1 0.09% Reduced
2204
HEIP
Hudson Edge Investment Partners
New Jersey
$336K +$45.4K 1 0.06% Increased
2205
RIM
Regent Investment Management
Kentucky
$336K $0 1 0.11% Maintained
2206
SIA
Starfire Investment Advisers
Michigan
$332K -$211K 1 0.17% Reduced
2207
MHIC
Marble Harbor Investment Counsel
Massachusetts
$331K $0 1 0.06% Maintained
2208
WI
Wintrust Investments
Illinois
$331K -$36.1K 1 0.06% Reduced
2209
MGAM
McGowan Group Asset Management
Texas
$329K $0 1 0.06% Maintained
2210
HW
Hedeker Wealth
Illinois
$328K $0 1 0.25% Maintained
2211
MCA
Mercer Capital Advisers
New Jersey
$326K +$12.3K 4 0.24% Increased
2212
GIA
Gargoyle Investment Advisor
New Jersey
$324K $0 1 0.18% Maintained
2213
TFA
Transamerica Financial Advisors
Florida
$322K +$36.6K 3 0.07% Increased
2214
WBG
Wharton Business Group
Pennsylvania
$322K $0 1 0.03% Maintained
2215
ARMT
Amica Retiree Medical Trust
Rhode Island
$321K $0 3 0.28% Maintained
2216
IFAM
Institutional & Family Asset Management
Colorado
$320K -$7.8K 7 0.07% Reduced
2217
PCM
Palouse Capital Management
Washington
$320K +$68.8K 1 0.11% Increased
2218
AFC
AFT Forsyth & Company
Florida
$319K $0 1 0.28% Maintained
2219
BW
Biegel & Waller
Maryland
$319K +$351K 1 0.2% New
2220
AAM
American Asset Management
Florida
$318K -$47.4K 2 0.21% Reduced
2221
MCIA
Mountain Capital Investment Advisors
Colorado
$318K +$46.3K 1 0.31% Increased
2222
AAM
Autus Asset Management
Arizona
$316K +$1.62K 1 0.06% Increased
2223
WI
WrapManager Inc
California
$316K -$23K 1 0.11% Reduced
2224
BOS
Bingham Osborn & Scarborough
California
$315K +$12.3K 1 0.03% Increased
2225
LI
LVZ Inc
Michigan
$315K $0 1 0.08% Maintained