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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
3001
AC
Addison Capital
Pennsylvania
$4.37M -$136K 3 0.72% Reduced
3002
CCP
Cane Capital Partners
Louisiana
$4.37M +$338K 2 1.73% Increased
3003
AI
AXS Investments
New York
$4.36M -$5.39K 8 1.24% Reduced
3004
SWM
Steinberganna Wealth Management
New York
$4.36M -$18.1K 2 1.77% Reduced
3005
APCM
Alaska Permanent Capital Management
Alaska
$4.35M -$278K 1 0.28% Reduced
3006
OC
Opinicus Capital
Florida
$4.35M -$67.8K 2 2.33% Reduced
3007
IP
Investment Partners
Ohio
$4.35M +$77.5K 3 1.36% Increased
3008
NWM
Northcape Wealth Management
New York
$4.35M +$182K 2 1.14% Increased
3009
SWM
SK Wealth Management
Rhode Island
$4.34M +$4.37M 1 0.98% New
3010
CFIA
Cantor Fitzgerald Investment Advisors
New York
$4.34M -$569K 2 0.29% Reduced
3011
KI
Kapitalo Investimentos
Brazil
$4.33M $0 1 0.27% Maintained
3012
AGWCA
Annis Gardner Whiting Capital Advisors
Florida
$4.33M -$453K 4 0.65% Reduced
3013
MMCM
Murphy & Mullick Capital Management
New York
$4.33M -$13.5K 14 2.69% Reduced
3014
LCG
Luxor Capital Group
New York
$4.33M -$13.1M 1 0.17% Reduced
3015
UAG
United Advisor Group
Ohio
$4.33M +$45.3K 4 0.46% Increased
3016
TWPM
Total Wealth Planning & Management
Florida
$4.32M -$399K 5 2.92% Reduced
3017
RWA
Rooted Wealth Advisors
Illinois
$4.31M +$20.1K 3 1.06% Increased
3018
VDBMI
Van Den Berg Management I
Texas
$4.31M +$51.3K 1 0.91% Increased
3019
LCM
Leisure Capital Management
California
$4.31M +$16.8K 2 1.34% Increased
3020
MCS
Mercuria Capital Strategies
Texas
$4.3M +$3.6M 1 2.64% New
3021
ATS
Ashton Thomas Securities
New York
$4.3M +$535K 4 0.63% Increased
3022
GAM
Grandview Asset Management
Pennsylvania
$4.3M +$202K 3 1.07% Increased
3023
PWP
Pursue Wealth Partners
California
$4.3M +$2.51M 2 2.41% Increased
3024
CWM
Cahaba Wealth Management
Georgia
$4.3M -$487K 3 0.26% Reduced
3025
PVM
Palogic Value Management
Texas
$4.29M +$2M 4 1.4% Increased