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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
2251
RNC Capital Management
RNC Capital Management
California
$397K +$48.5K 1 0.03% Increased
2252
NFGCM
Norman Fields Gottscho Capital Management
New York
$396K $0 1 0.2% Maintained
2253
JCM
Janney Capital Management
Pennsylvania
$395K -$218K 1 0.02% Reduced
2254
AF
Affiance Financial
Minnesota
$393K $0 1 0.24% Maintained
2255
LRIC
Long Road Investment Counsel
Michigan
$393K $0 1 0.23% Maintained
2256
NG
Northstar Group
New York
$392K -$12.3K 1 0.16% Reduced
2257
Park Avenue Securities
Park Avenue Securities
New York
$391K +$393K 1 0.02% New
2258
NPPM
North Point Portfolio Managers
Ohio
$388K $0 1 0.07% Maintained
2259
PB
Pinnacle Bancorp
Nebraska
$388K -$2.99K 8 0.22% Reduced
2260
BWA
Burt Wealth Advisors
Maryland
$387K -$996 5 0.16% Reduced
2261
MGAM
McGowan Group Asset Management
Texas
$387K $0 1 0.06% Maintained
2262
CFD
Creative Financial Designs
Indiana
$382K -$606K 4 0.21% Reduced
2263
SCM
Stonehearth Capital Management
Massachusetts
$382K $0 1 0.28% Maintained
2264
VFPI
Vantage Financial Partners (Illinois)
Illinois
$380K +$48.5K 1 0.25% Increased
2265
CCM
Crossvault Capital Management
Texas
$380K -$2.23M 1 0.18% Reduced
2266
IC
InterOcean Capital
Illinois
$380K -$160 1 0.03% Reduced
2267
Investor AB
Investor AB
Sweden
$379K $0 1 0.02% Maintained
2268
WAAG
Wealth Alliance Advisory Group
Kansas
$378K -$32.6K 1 0.24% Reduced
2269
SC
Stratford Consulting
Texas
$376K $0 1 0.13% Maintained
2270
SWMG
Strategic Wealth Management Group
Maryland
$375K -$17.2K 1 0.27% Reduced
2271
SCM
Smith Capital Management
Arkansas
$373K $0 1 0.27% Maintained
2272
Krilogy Financial
Krilogy Financial
Missouri
$372K -$71.8K 1 0.07% Reduced
2273
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$372K +$3.94K 1 0.06% Increased
2274
MHIC
Marble Harbor Investment Counsel
Massachusetts
$367K $0 1 0.07% Maintained
2275
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$367K +$72.4K 5 0.19% Increased