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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
2701
WA
Wealth Architects
California
$5.78M -$514K 2 0.46% Reduced
2702
HIM
Hanlon Investment Management
New Jersey
$5.77M -$352K 6 3.06% Reduced
2703
LWA
Lineweaver Wealth Advisors
Ohio
$5.75M +$476K 3 0.68% Increased
2704
PM
Parametrica Management
Hong Kong
$5.75M -$1.41M 1 4.51% Reduced
2705
GDP
Great Diamond Partners
Maine
$5.75M -$326K 4 0.99% Reduced
2706
SAMC
Spectrum Asset Management (California)
California
$5.74M -$870K 3 1.59% Reduced
2707
AA
Altman Advisors
Illinois
$5.74M -$81.2K 2 2.06% Reduced
2708
BCA
Bay Colony Advisors
Massachusetts
$5.74M +$1.35M 5 0.64% Increased
2709
CWM
Compass Wealth Management
Connecticut
$5.74M +$1.5M 3 1.09% Increased
2710
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$5.74M +$498K 3 0.44% Increased
2711
Aspiriant LLC
Aspiriant LLC
California
$5.74M +$1.24M 6 0.14% Increased
2712
TWC
The Woodbridge Company
Ontario, Canada
$5.73M $0 1 0.02% Maintained
2713
APG
Abacus Planning Group
South Carolina
$5.73M -$336K 4 0.71% Reduced
2714
AC
AlpenGlobal Capital
California
$5.73M -$107K 1 3.67% Reduced
2715
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
$5.72M -$175K 18 2.08% Reduced
2716
TNB
Thomasville National Bank
Georgia
$5.71M +$4.86M 4 0.31% New
2717
HCS
Himension Capital (Singapore)
Singapore
$5.71M -$38.7K 5 0.35% Reduced
2718
CSA
Cornerstone Select Advisors
Missouri
$5.71M +$2.01M 5 2.4% Increased
2719
DAM
Diamant Asset Management
Connecticut
$5.7M -$86.9K 3 3.88% Reduced
2720
TW
ticino wealth
California
$5.7M +$359K 3 1.8% Increased
2721
CWM
Cabot Wealth Management
Massachusetts
$5.69M +$4.96M 1 0.58% New
2722
LC
Lincoln Capital
Nebraska
$5.67M -$19.1K 3 1.01% Reduced
2723
SSW
Smith Shellnut Wilson
Mississippi
$5.67M $0 3 2.12% Maintained
2724
ACM
Alessandra Capital Management
California
$5.67M -$922K 4 4.01% Reduced
2725
MLIC
Mandatum Life Insurance Company
Finland
$5.66M +$48K 2 1.05% Increased