← All themes

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
2501
ACM
Alethea Capital Management
Washington
$296K +$283K 1 0.13% New
2502
EWM
EPG Wealth Management
Georgia
$296K +$288K 6 0.22% New
2503
BCM
Bienville Capital Management
New York
$295K $0 1 0.08% Maintained
2504
CCM
Crossvault Capital Management
Texas
$295K -$94.7K 1 0.13% Reduced
2505
PA
Parkside Advisors
California
$295K -$7.41K 1 0.13% Reduced
2506
SAMC
Spectrum Asset Management (California)
California
$295K $0 1 0.16% Maintained
2507
TWM
Tolleson Wealth Management
Texas
$295K $0 1 0.14% Maintained
2508
TCPWM
Traverso Chambers Private Wealth Management
California
$295K $0 1 0.13% Maintained
2509
Cowen and Company
Cowen and Company
New York
$294K +$78K 1 0.03% Increased
2510
CVM
Cheviot Value Management
California
$289K -$1.26K 1 0.11% Reduced
2511
CG
Corundum Group
Colorado
$289K +$273K 1 0.3% New
2512
EL
Envoi LLC
Minnesota
$288K +$7.59K 1 0.57% Increased
2513
LC
Landaas & Company
Wisconsin
$288K +$272K 1 0.2% New
2514
MA
MONECO Advisors
Connecticut
$287K -$121K 1 0.2% Reduced
2515
MCM
Maple Capital Management
Vermont
$284K $0 1 0.05% Maintained
2516
JA
JOYN Advisors
Georgia
$283K +$3.77K 1 0.06% Increased
2517
MAM
Monaco Asset Management
Monaco
$283K +$273K 1 0.13% New
2518
WMA
Wealth Management Associates
New Jersey
$282K -$13.1K 1 0.2% Reduced
2519
WKWM
Walter & Keenan Wealth Management
Indiana
$281K -$14K 1 0.11% Reduced
2520
TCOO
Trust Company of Oklahoma
Oklahoma
$280K $0 1 0.11% Maintained
2521
DTC
Davidson Trust Company
Washington
$280K +$280K 1 0.28% New
2522
RFM
Royal Fund Management
Florida
$280K +$38.7K 4 0.07% Increased
2523
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$278K -$17K 1 0.03% Reduced
2524
GWS
Glassman Wealth Services
Virginia
$277K +$5.75K 19 0.11% Increased
2525
Modera Wealth Management
Modera Wealth Management
New Jersey
$276K +$172 1 0.04% Increased