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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
2301
BSB
Bangor Savings Bank
Maine
$391K $0 1 0.07% Maintained
2302
NFGCM
Norman Fields Gottscho Capital Management
New York
$389K $0 1 0.2% Maintained
2303
PCR
Potrero Capital Research
California
$389K +$434K 1 0.22% New
2304
ACM
Ategra Capital Management
Virginia
$388K $0 1 0.36% Maintained
2305
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$386K -$55.6K 1 0.04% Reduced
2306
BWM
BigSur Wealth Management
Florida
$385K $0 2 0.27% Maintained
2307
NBG
Nancy B. Gardiner
$385K -$15.6K 1 0.63% Reduced
2308
One Capital Management
One Capital Management
California
$385K $0 1 0.07% Maintained
2309
AWA
Alaska Wealth Advisors
Alaska
$384K $0 1 0.04% Maintained
2310
MA
MONECO Advisors
Connecticut
$382K -$99.4K 1 0.31% Reduced
2311
PC
Peavine Capital
Nevada
$382K $0 1 0.16% Maintained
2312
MGAM
McGowan Group Asset Management
Texas
$380K $0 1 0.06% Maintained
2313
PC
Port Capital
Illinois
$380K -$3.47K 1 0.04% Reduced
2314
3AM
3D Asset Management
Connecticut
$378K $0 1 0.09% Maintained
2315
ZAM
Zevin Asset Management
Massachusetts
$378K -$9.36K 1 0.12% Reduced
2316
RNC Capital Management
RNC Capital Management
California
$376K +$364K 1 0.03% New
2317
AAM
Autus Asset Management
Arizona
$375K +$2.02K 1 0.06% Increased
2318
MCWS
McKinley Carter Wealth Services
West Virginia
$375K +$1.59K 1 0.1% Increased
2319
SCM
Stonehearth Capital Management
Massachusetts
$375K $0 1 0.27% Maintained
2320
IC
InterOcean Capital
Illinois
$374K +$2.18K 1 0.03% Increased
2321
SFPIA
Stevens First Principles Investment Advisors
California
$373K -$19.5K 3 0.22% Reduced
2322
FFC
First Financial Corp
Indiana
$372K -$8.58K 4 0.3% Reduced
2323
Investor AB
Investor AB
Sweden
$372K +$349K 1 0.02% New
2324
VLC
Van Leeuwen & Company
New Jersey
$372K +$142K 1 0.33% Increased
2325
CA
Claro Advisors
Massachusetts
$371K +$17.9K 2 0.34% Increased