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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
SWMG
Strategic Wealth Management Group
Maryland
$296K -$3.75K 1 0.11% Reduced
3002
GCA
Gradient Capital Advisors
California
$294K +$24.3K 1 0.14% Increased
3003
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$294K +$6.57K 1 0.03% Increased
3004
LFA
Landmark Financial Advisors
Kentucky
$293K -$4.39K 1 0.14% Reduced
3005
LHC
Little House Capital
Massachusetts
$293K +$304K 1 0.16% New
3006
PWM
PBMares Wealth Management
Virginia
$293K +$2.56K 1 0.16% Increased
3007
Accredited Investors
Accredited Investors
Minnesota
$292K +$22.2K 1 0.03% Increased
3008
CFC
Coyle Financial Counsel
Illinois
$292K $0 1 0.18% Maintained
3009
UF
Univest Financial
Pennsylvania
$292K $0 1 0.08% Maintained
3010
JPLA
Joseph P. Lucia & Associates
New York
$290K +$125K 4 0.17% Increased
3011
KFI
Key Financial Inc
Pennsylvania
$290K +$165K 6 0.16% Increased
3012
NFSG
Newbridge Financial Services Group
Florida
$290K +$96.1K 10 0.18% Increased
3013
BFG
Berger Financial Group
Minnesota
$289K +$3.46K 1 0.05% Increased
3014
DPI
Diversified Portfolios Inc
Michigan
$289K $0 1 0.11% Maintained
3015
OWA
One Wealth Advisors
California
$289K -$136K 1 0.09% Reduced
3016
BFC
Blue Fin Capital
Rhode Island
$287K $0 1 0.09% Maintained
3017
HRC
Hoertkorn Richard Charles
$287K -$50.1K 2 0.13% Reduced
3018
WFA
Websterrogers Financial Advisors
South Carolina
$287K $0 1 0.07% Maintained
3019
FSG
Financial Strategies Group
Michigan
$286K +$365 1 0.13% Increased
3020
WIC
Water Island Capital
New York
$285K +$65.4K 1 0.02% Increased
3021
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$283K +$102K 3 0.2% Increased
3022
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$283K $0 1 0.07% Maintained
3023
FA
Fagan Associates
New York
$282K $0 1 0.06% Maintained
3024
ONST
Old North State Trust
North Carolina
$282K +$2.37K 3 0.21% Increased
3025
PCM
Pointe Capital Management
Michigan
$282K +$73K 1 0.2% Increased