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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
2326
FHC
First Heartland Consultants
Missouri
$342K +$47.8K 1 0.1% Increased
2327
DLHL
Donald L. Hagan LLC
Florida
$339K $0 1 0.29% Maintained
2328
LDFR
Lehman & Derafelo Financial Resources
Pennsylvania
$339K +$13.3K 1 0.15% Increased
2329
3AM
3D Asset Management
Connecticut
$337K $0 1 0.08% Maintained
2330
JGIA
Jackson Grant Investment Advisers
Connecticut
$336K -$6.97K 2 0.2% Reduced
2331
PCP
Proficio Capital Partners
Massachusetts
$336K +$55.1K 21 0.12% Increased
2332
PC
Port Capital
Illinois
$335K +$1.49K 1 0.04% Increased
2333
RIM
Regent Investment Management
Kentucky
$335K $0 1 0.11% Maintained
2334
SWMG
Strategic Wealth Management Group
Maryland
$334K -$20.9K 1 0.27% Reduced
2335
CCM
Cribstone Capital Management
Maine
$333K -$1.24M 8 0.18% Reduced
2336
RTS
Round Table Services
New Jersey
$333K +$11K 1 0.11% Increased
2337
GWMIA
Global Wealth Management Investment Advisory
Florida
$332K -$109K 6 0.17% Reduced
2338
TAM
Taylor Asset Management
Ontario, Canada
$332K -$39.8K 1 0.22% Reduced
2339
ACM
Allred Capital Management
Texas
$330K +$454 1 0.19% Increased
2340
LI
LVZ Inc
Michigan
$330K $0 1 0.08% Maintained
2341
AIM
Allen Investment Management
New York
$329K +$322K 1 0.01% New
2342
GCMG
Gyroscope Capital Management Group
Florida
$329K $0 1 0.13% Maintained
2343
AGM
Alpine Global Management
New York
$327K -$1.09M 1 0.09% Reduced
2344
M
Mirova
France
$326K +$95.8K 2 0.18% Increased
2345
IBOK
Independence Bank of Kentucky
Kentucky
$324K -$17.9K 2 0.27% Reduced
2346
MCP
Mirador Capital Partners
California
$324K +$23.6K 1 0.18% Increased
2347
LRIC
Long Road Investment Counsel
Michigan
$323K $0 1 0.2% Maintained
2348
WBG
Wharton Business Group
Pennsylvania
$322K $0 1 0.03% Maintained
2349
BOS
Bingham Osborn & Scarborough
California
$320K +$13K 1 0.03% Increased
2350
AIS
Accurate Investment Solutions
Pennsylvania
$318K +$6.1K 7 0.25% Increased