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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
2901
CCM
Chickasaw Capital Management
Tennessee
$348K $0 1 0.02% Maintained
2902
EWA
ERTS Wealth Advisors
Michigan
$348K -$191K 1 0.1% Reduced
2903
RC
RBO & Co
California
$348K $0 1 0.06% Maintained
2904
GPFA
Game Plan Financial Advisors
Ohio
$347K $0 1 0.22% Maintained
2905
MWP
Madison Wealth Partners
Wisconsin
$347K $0 1 0.24% Maintained
2906
BCM
Blume Capital Management
California
$346K -$16.4K 1 0.14% Reduced
2907
LF
LifeSteps Financial
California
$344K -$12.2K 1 0.29% Reduced
2908
NCM
Novare Capital Management
North Carolina
$342K -$5.17K 1 0.04% Reduced
2909
TWM
Titus Wealth Management
California
$342K +$31.1K 1 0.2% Increased
2910
WWM
Wolff Wiese Magana
California
$342K -$1.64K 7 0.27% Reduced
2911
HRC
Hoertkorn Richard Charles
$340K -$57.2K 2 0.17% Reduced
2912
JFA
Johanson Financial Advisors
California
$339K +$5.17K 1 0.12% Increased
2913
CPC
Congress Park Capital
New York
$337K +$295K 1 0.19% New
2914
RHFI
Reilly Herbert Faulkner III
$336K -$1.97K 1 0.11% Reduced
2915
LFA
Legacy Financial Advisors
Kentucky
$334K +$33.1K 1 0.09% Increased
2916
MCIA
Mountain Capital Investment Advisors
Colorado
$334K -$318K 1 0.17% Reduced
2917
CWM
Cordatus Wealth Management
Pennsylvania
$333K $0 1 0.13% Maintained
2918
MCM
Maple Capital Management
Vermont
$333K $0 1 0.05% Maintained
2919
AL
ACAS LLC
California
$332K +$296K 1 0.52% New
2920
Bellevue Group
Bellevue Group
Switzerland
$332K -$171K 1 0% Reduced
2921
CA
Cortland Associates
Missouri
$332K $0 1 0.04% Maintained
2922
APW
Acima Private Wealth
Virginia
$329K $0 2 0.16% Maintained
2923
HC
Hendley & Co
Ohio
$329K $0 1 0.11% Maintained
2924
MCA
Magnolia Capital Advisors
Mississippi
$328K +$288K 1 0.65% New
2925
SEM
Strategic Equity Management
Arizona
$327K $0 1 0.14% Maintained