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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
AWM
Altium Wealth Management
New York
$458K -$17.5K 1 0.06% Reduced
2202
PFA
Pettinga Financial Advisors
Indiana
$456K -$77.6K 1 0.25% Reduced
2203
SMH
Sanders Morris Harris
Texas
$456K -$232K 2 0.11% Reduced
2204
DBRC
D.B. Root & Company
Pennsylvania
$454K +$199K 1 0.21% Increased
2205
HA
Harfst & Associates
Wyoming
$454K +$34K 2 0.19% Increased
2206
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$451K +$95.5K 8 0.15% Increased
2207
JCM
JS Capital Management
New York
$450K +$96.9K 1 0.06% Increased
2208
Allworth Financial
Allworth Financial
California
$449K +$4.84K 9 0.02% Increased
2209
GEA
Glen Eagle Advisors
New Jersey
$449K -$62.5K 10 0.3% Reduced
2210
PC
Port Capital
Illinois
$448K -$3.96K 1 0.05% Reduced
2211
ERIM
Eagle Ridge Investment Management
Connecticut
$446K $0 1 0.06% Maintained
2212
KFA
Kelleher Financial Advisors
New York
$446K -$508 1 0.54% Reduced
2213
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$444K +$194K 2 0.05% Increased
2214
HH
HWG Holdings
Texas
$443K -$5.7K 3 0.41% Reduced
2215
MBT
Montecito Bank & Trust
California
$443K $0 1 0.13% Maintained
2216
ST
Sabal Trust
Florida
$442K -$38.1K 1 0.04% Reduced
2217
BWM
Biltmore Wealth Management
Arizona
$441K -$17.8K 1 0.22% Reduced
2218
SNS Financial Group
SNS Financial Group
Minnesota
$441K -$37.4K 1 0.08% Reduced
2219
CA
CapWealth Advisors
Tennessee
$438K -$289K 1 0.06% Reduced
2220
FMB
Field & Main Bank
Kentucky
$437K +$170K 3 0.39% Increased
2221
UA
Unison Advisors
District of Columbia
$437K -$497K 2 0.34% Reduced
2222
Första AP-fonden
Första AP-fonden
Sweden
$436K $0 1 0.02% Maintained
2223
OAM
Oak Asset Management
California
$434K +$437K 1 0.26% New
2224
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$433K -$6.44M 1 0.01% Reduced
2225
FSA
Fort Sheridan Advisors
Illinois
$433K $0 1 0.24% Maintained