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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
CASB
Cape Ann Savings Bank
Massachusetts
$760K +$556K 1 0.48% Increased
2602
Sovereign Financial Group
Sovereign Financial Group
Connecticut
$759K $0 1 0.46% Maintained
2603
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS)
Florida
$757K +$50.4K 2 0.06% Increased
2604
Connable Office Inc
Connable Office Inc
Michigan
$757K +$212K 3 0.11% Increased
2605
Hollencrest Capital Management
Hollencrest Capital Management
California
$757K +$17.9K 2 0.07% Increased
2606
FNWM
Financial Network Wealth Management
Utah
$755K -$151K 3 0.44% Reduced
2607
KFP
KB Financial Partners
New Jersey
$754K -$254K 8 0.29% Reduced
2608
SCM
SevenOneSeven Capital Management
Pennsylvania
$754K +$782K 2 1.96% New
2609
RW
REDW Wealth
New Mexico
$751K $0 2 0.24% Maintained
2610
BA
Ballast Advisors
Minnesota
$746K -$88.9K 1 0.32% Reduced
2611
BSW Wealth Partners
BSW Wealth Partners
Colorado
$742K -$247K 2 0.2% Reduced
2612
FIG
Fortress Investment Group
New York
$741K +$736K 1 0.03% New
2613
Oak Associates
Oak Associates
Ohio
$741K +$135K 1 0.04% Increased
2614
VCG
Vantage Consulting Group
Virginia
$741K +$194K 2 0.13% Increased
2615
CRIG
Charter Research & Investment Group
Connecticut
$740K $0 1 0.61% Maintained
2616
CWM
Concentric Wealth Management
California
$740K $0 1 0.23% Maintained
2617
NM
Newtyn Management
New York
$740K +$736K 1 0.2% New
2618
PWMG
Prestige Wealth Management Group
New Jersey
$740K -$417K 19 0.2% Reduced
2619
EM
ELCO Management
New York
$739K +$333K 1 0.55% Increased
2620
Stewart & Patten Company
Stewart & Patten Company
California
$739K -$39.9K 2 0.12% Reduced
2621
TFS
Thoroughbred Financial Services
Tennessee
$736K +$86.7K 2 0.18% Increased
2622
EA
Elm Advisors
California
$733K $0 1 0.43% Maintained
2623
Lyell Wealth Management
Lyell Wealth Management
California
$733K +$96.4K 2 0.09% Increased
2624
Madison Wealth Partners
Madison Wealth Partners
Wisconsin
$733K +$288K 1 0.42% Increased
2625
DSC
Duncker Streett & Co
Missouri
$732K -$84.1K 4 0.13% Reduced