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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
3051
GWAG
Garrett Wealth Advisory Group
Texas
$4.19M +$280K 3 0.64% Increased
3052
CWIG
Chung Wu Investment Group
Texas
$4.19M -$39.3K 5 2.75% Reduced
3053
S
Sunpointe
Missouri
$4.19M -$187K 3 1.19% Reduced
3054
ST
Somerset Trust
Pennsylvania
$4.18M +$38.5K 3 1.18% Increased
3055
PIP
Philadelphia Investment Partners
New Jersey
$4.18M -$132K 2 2.6% Reduced
3056
BA
Birinyi Associates
Connecticut
$4.18M $0 2 0.99% Maintained
3057
3IP
3Chopt Investment Partners
Virginia
$4.16M +$126K 4 0.78% Increased
3058
SCA
Sippican Capital Advisors
Massachusetts
$4.16M +$370K 4 2.54% Increased
3059
ALC
Alexander Labrunerie & Co
Missouri
$4.16M -$65K 3 1.46% Reduced
3060
AWM
Arista Wealth Management
Nevada
$4.15M -$102K 5 0.45% Reduced
3061
IMT
Investment Management Trust
Massachusetts
$4.15M -$8.63K 2 3.72% Reduced
3062
MA
MJP Associates
Connecticut
$4.15M +$1.36M 4 0.45% Increased
3063
NB
NBH Bank
Colorado
$4.15M +$3.55M 8 1.75% New
3064
SWK
Stephen W. Kidder
$4.15M -$5.79K 1 1.05% Reduced
3065
BCG
Breakwater Capital Group
New Jersey
$4.15M +$73.3K 4 0.5% Increased
3066
ARC
Advisor Resource Council
Texas
$4.14M +$1.05M 2 1.17% Increased
3067
SN
Sittner & Nelson
Oregon
$4.14M -$34.3K 7 1.3% Reduced
3068
WAM
Wakefield Asset Management
Colorado
$4.14M +$176K 3 0.93% Increased
3069
T
TOBAM
France
$4.13M -$426K 6 1% Reduced
3070
LMFP
Larry Mathis Financial Planning
Arizona
$4.13M +$3M 1 3.15% Increased
3071
LPT
Legacy Private Trust
Wisconsin
$4.12M +$796K 3 0.23% Increased
3072
EFG
Ethos Financial Group
Pennsylvania
$4.12M -$79.9K 4 0.28% Reduced
3073
BIM
Brentview Investment Management
Illinois
$4.11M +$112K 1 1.63% Increased
3074
KWM
Kaydan Wealth Management
Michigan
$4.11M +$6.15K 3 1.25% Increased
3075
CA
Crewe Advisors
Utah
$4.11M +$383K 18 0.3% Increased