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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
2626
AWM
Adams Wealth Management
Utah
$164K +$155K 7 0.13% New
2627
CYG
Clean Yield Group
Vermont
$164K -$11.3K 2 0.07% Reduced
2628
NIM
NuWave Investment Management
New Jersey
$155K -$47K 7 0.24% Reduced
2629
Carmignac Gestion
Carmignac Gestion
France
$153K -$1.63M 1 0% Reduced
2630
FMP
Financial Management Professionals
Texas
$152K +$32.6K 8 0.05% Increased
2631
HFP
Holistic Financial Partners
Indiana
$151K -$25.3K 1 0.12% Reduced
2632
MF
Manchester Financial
California
$151K -$307K 5 0.11% Reduced
2633
FWM
Filbrandt Wealth Management
Wisconsin
$143K -$21.4K 3 0.11% Reduced
2634
ME
McIlrath & Eck
Washington
$141K -$13.9K 7 0.06% Reduced
2635
RIM
Rockbridge Investment Management
New York
$140K +$91.4K 7 0.03% Increased
2636
Sageworth Trust
Sageworth Trust
Pennsylvania
$140K +$61.1K 2 0.02% Increased
2637
TI
Truehand Inc
New Hampshire
$140K -$128 2 0.1% Reduced
2638
RA
Rovida Advisors
Florida
$139K -$2.81K 1 0.01% Reduced
2639
CCM
Chiron Capital Management
Florida
$135K +$129K 2 0.11% New
2640
SLF
Sun Life Financial
Ontario, Canada
$135K -$1.9K 8 0.02% Reduced
2641
CFO
CVA Family Office
Colorado
$133K $0 4 0.1% Maintained
2642
LTI
Laffer Tengler Investments
Tennessee
$130K $0 2 0.07% Maintained
2643
LCG
Luxor Capital Group
New York
$129K +$144K 1 0% New
2644
DOA
D'Orazio & Associates
Virginia
$124K -$12.9K 3 0.05% Reduced
2645
SDAM
Shulman DeMeo Asset Management
New York
$122K +$2.35M 1 0.04% New
2646
BAM
Brave Asset Management
New Jersey
$120K $0 1 0.06% Maintained
2647
GC
Grace Capital
Massachusetts
$119K $0 1 0.09% Maintained
2648
MCP
Martin Capital Partners
Oregon
$116K +$109K 1 0.08% New
2649
JCM
JS Capital Management
New York
$115K -$797K 1 0.01% Reduced
2650
CWC
Carolinas Wealth Consulting
North Carolina
$114K +$77.3K 12 0.04% Increased