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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
2501
GIM
Guild Investment Management
California
$176K +$159K 1 0.25% New
2502
IAM
ICM Asset Management
Washington
$172K -$1.42M 1 0.9% Reduced
2503
VRM
Vectors Research Management
New York
$172K +$21K 6 0.07% Increased
2504
WCG
Weaver Consulting Group
California
$172K -$52.8K 6 0.1% Reduced
2505
FRA
Front Row Advisors
California
$170K -$836 13 0.11% Reduced
2506
Capula Management
Capula Management
Cayman Islands
$169K -$15.7M 1 0.01% Reduced
2507
RCM
Riverpark Capital Management
New York
$168K $0 1 0.23% Maintained
2508
BAM
Brave Asset Management
New Jersey
$165K -$24.1K 1 0.09% Reduced
2509
CIM
Coastal Investment Management
California
$165K -$1.62M 1 0.97% Reduced
2510
RA
Rovida Advisors
Florida
$165K $0 1 0.02% Maintained
2511
SWM
Selective Wealth Management
Virginia
$161K $0 5 0.13% Maintained
2512
CYG
Clean Yield Group
Vermont
$160K -$16.4K 2 0.07% Reduced
2513
BAM
Bellevue Asset Management
Washington
$158K +$3.17K 11 0.16% Increased
2514
EIP
Ellis Investment Partners
Pennsylvania
$158K -$2.31K 3 0.06% Reduced
2515
BCM
Blume Capital Management
California
$157K $0 1 0.09% Maintained
2516
SIS
Sound Income Strategies
Florida
$153K +$203 7 0.05% Increased
2517
FP
Financial Perspectives
Minnesota
$148K -$8.77K 3 0.11% Reduced
2518
ACM
AUA Capital Management
Pennsylvania
$148K -$29.6K 1 0.15% Reduced
2519
NSB
Norway Savings Bank
Maine
$146K $0 2 0.11% Maintained
2520
CAC
Certified Advisory Corp
Florida
$143K +$218 5 0.05% Increased
2521
FWM
Filbrandt Wealth Management
Wisconsin
$143K +$15.7K 4 0.11% Increased
2522
TP
Tranquility Partners
Tennessee
$143K +$2.87K 1 0.13% Increased
2523
PR
Payden & Rygel
California
$138K $0 2 0.01% Maintained
2524
HFP
Holistic Financial Partners
Indiana
$137K $0 1 0.12% Maintained
2525
OLA
Oliver Luxxe Assets
New Jersey
$136K +$31.8K 1 0.07% Increased