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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
SA
Sicart Associates
New York
$318K -$20.3K 1 0.1% Reduced
2302
FFC
First Financial Corp
Indiana
$317K -$8.15K 4 0.27% Reduced
2303
VFM
Vivid Financial Management
California
$317K +$302K 1 0.2% New
2304
TCM
Tegean Capital Management
New York
$316K -$185K 1 0.91% Reduced
2305
IBEX Wealth Advisors
IBEX Wealth Advisors
New Jersey
$315K -$2.6K 1 0.1% Reduced
2306
LAM
Lingohr Asset Management
Germany
$315K +$300K 1 1.27% New
2307
LVZ Inc
LVZ Inc
Michigan
$314K $0 1 0.07% Maintained
2308
Tandem Investment Advisors
Tandem Investment Advisors
South Carolina
$314K +$58.7K 1 0.04% Increased
2309
AAM
Autus Asset Management
Arizona
$313K +$4.49K 1 0.05% Increased
2310
RIM
Regent Investment Management
Kentucky
$313K $0 1 0.1% Maintained
2311
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$312K -$23.7K 1 0.03% Reduced
2312
HH
HWG Holdings
Texas
$312K +$293K 2 0.25% New
2313
ST
Somerset Trust
Pennsylvania
$309K +$277K 1 0.16% New
2314
SIA
Starfire Investment Advisers
Michigan
$309K +$59.3K 1 0.15% Increased
2315
TBNY
Trustco Bank (New York)
New York
$307K $0 1 0.39% Maintained
2316
Golden State Wealth Management
Golden State Wealth Management
California
$306K -$136K 2 0.08% Reduced
2317
Blue Chip Partners
Blue Chip Partners
Michigan
$305K -$58.9K 2 0.06% Reduced
2318
GWM
Gray Wealth Management
Maine
$304K +$9.48K 1 0.26% Increased
2319
FRM
Fox Run Management
Connecticut
$303K -$218K 1 0.4% Reduced
2320
AWA
Acorn Wealth Advisors
Michigan
$302K +$16.5K 1 0.28% Increased
2321
Jaffetilchin Investment Partners
Jaffetilchin Investment Partners
Florida
$301K +$282K 1 0.07% New
2322
WBG
Wharton Business Group
Pennsylvania
$301K $0 1 0.03% Maintained
2323
Advisors Management Group
Advisors Management Group
Wisconsin
$300K -$2.96K 1 0.13% Reduced
2324
HIM
Hotaling Investment Management
Pennsylvania
$300K +$277K 1 0.17% New
2325
Intrua Financial
Intrua Financial
Texas
$300K +$253K 1 0.11% New