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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
2851
SMH
Sanders Morris Harris
Texas
$250K $0 1 0.06% Maintained
2852
TA
TFG Advisers
Michigan
$250K -$19.7K 1 0.13% Reduced
2853
MWM
Minot Wealth Management
Massachusetts
$249K -$17K 1 0.07% Reduced
2854
Annex Advisory Services
Annex Advisory Services
Wisconsin
$248K +$231K 1 0.02% New
2855
MCG
MACRO Consulting Group
New Jersey
$247K +$1.86K 1 0.14% Increased
2856
OWA
Outlook Wealth Advisors
Texas
$247K +$248 1 0.09% Increased
2857
TWP
Tower Wealth Partners
Pennsylvania
$245K +$228K 1 0.28% New
2858
CFC
Coyle Financial Counsel
Illinois
$244K +$227K 1 0.18% New
2859
UA
Unison Advisors
District of Columbia
$244K -$103K 1 0.06% Reduced
2860
CWC
Carolinas Wealth Consulting
North Carolina
$243K +$96.3K 9 0.07% Increased
2861
RHFI
Reilly Herbert Faulkner III
$243K $0 1 0.08% Maintained
2862
BAM
Berkshire Asset Management
Pennsylvania
$241K +$224K 1 0.02% New
2863
TWM
Titus Wealth Management
California
$241K +$225K 1 0.15% New
2864
Cullen Capital Management
Cullen Capital Management
New York
$239K +$219K 1 0.01% New
2865
EIP
Ellis Investment Partners
Pennsylvania
$238K +$721 3 0.07% Increased
2866
GSEP
Golden State Equity Partners
California
$238K +$223K 1 0.16% New
2867
GAAM
Guinness Atkinson Asset Management
California
$238K +$83K 1 0.13% Increased
2868
HC
Hendley & Co
Ohio
$237K +$219K 1 0.09% New
2869
MIP
Marietta Investment Partners
Wisconsin
$237K +$220K 1 0.06% New
2870
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$237K +$220K 1 0.07% New
2871
OWA
One Wealth Advisors
California
$237K +$215K 1 0.13% New
2872
OP
Osmium Partners
California
$237K -$1.68M 1 0.31% Reduced
2873
AL
ADE LLC
Maryland
$236K +$219K 3 0.19% New
2874
TFF
The Family Firm
Maryland
$236K +$207K 1 0.07% New
2875
FP
Financial Perspectives
Minnesota
$236K +$13.1K 3 0.13% Increased