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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
2601
MAM
Myriad Asset Management
Hong Kong
$230K $0 1 0.03% Maintained
2602
BCM
Blume Capital Management
California
$229K -$55.7K 2 0.11% Reduced
2603
WF
WoodTrust Financial
Wisconsin
$229K +$216K 1 0.09% New
2604
PGAM
Princeton Global Asset Management
New Jersey
$228K +$69.4K 2 0.09% Increased
2605
TFF
The Family Firm
Maryland
$228K $0 1 0.08% Maintained
2606
Balentine LLC
Balentine LLC
Georgia
$227K -$792K 7 0.01% Reduced
2607
MCWA
Meadow Creek Wealth Advisors
Georgia
$227K +$214K 1 0.31% New
2608
SKK
Shepherd Kaplan Krochuk
Massachusetts
$227K -$36.6K 1 0.17% Reduced
2609
Accredited Investors
Accredited Investors
Minnesota
$226K +$214K 1 0.04% New
2610
CCM
Canal Capital Management
Virginia
$225K +$213K 1 0.11% New
2611
W
Wealthquest
Ohio
$225K +$213K 1 0.06% New
2612
BIA
Bigelow Investment Advisors
Maine
$224K $0 1 0.13% Maintained
2613
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$224K +$212K 1 0.02% New
2614
I2I
Insight 2811 Inc
Illinois
$224K -$71.9K 1 0.15% Reduced
2615
AIP
Almanack Investment Partners
Pennsylvania
$223K +$211K 1 0.04% New
2616
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$223K +$227K 1 0% New
2617
RMAM
Raab & Moskowitz Asset Management
New Jersey
$223K -$1.1M 6 0.09% Reduced
2618
CCM
Chickasaw Capital Management
Tennessee
$222K +$209K 1 0.01% New
2619
CPA
Clear Perspective Advisors
Illinois
$222K -$201K 1 0.14% Reduced
2620
DA
DSC Advisors
Illinois
$222K -$500K 1 0.11% Reduced
2621
LWM
Lyell Wealth Management
California
$222K +$209K 1 0.06% New
2622
SWMG
Sanchez Wealth Management Group
Florida
$222K +$210K 1 0.16% New
2623
TAM
Tealwood Asset Management
Minnesota
$222K $0 1 0.09% Maintained
2624
LWM
Lenox Wealth Management
Ohio
$220K -$331K 5 0.06% Reduced
2625
LF
LifeSteps Financial
California
$219K +$207K 1 0.21% New