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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
3151
AW
Alchemi Wealth
Connecticut
$3.75M +$143K 4 1.76% Increased
3152
TIA
Traphagen Investment Advisors
New Jersey
$3.75M -$2.94K 2 0.27% Reduced
3153
SIA
Sage Investment Advisers
New York
$3.75M $0 2 2.52% Maintained
3154
PCM
Palouse Capital Management
Washington
$3.74M +$1.34M 3 2.33% Increased
3155
MCA
Millennium Capital Advisors
Arkansas
$3.74M -$24.7K 4 2.04% Reduced
3156
ML
McAdam LLC
Pennsylvania
$3.74M +$663K 4 0.14% Increased
3157
BOS
Bank of Stockton
California
$3.74M -$219K 2 1.05% Reduced
3158
OP
Oslo Pensjonsforsikring
$3.74M -$198K 12 0.43% Reduced
3159
DFC
DB Fitzpatrick & Co
Idaho
$3.74M -$1.14M 3 3.02% Reduced
3160
CJ
Caitlin John
Michigan
$3.73M +$1.96M 16 2.04% Increased
3161
USWG
U.S. Wealth Group
New York
$3.73M +$881K 2 2.23% Increased
3162
SFS
Security Financial Services
Indiana
$3.73M -$145K 1 0.52% Reduced
3163
MPAM
Murphy Pohlad Asset Management
Minnesota
$3.73M -$118K 2 1.3% Reduced
3164
CGH
CMG Global Holdings
Texas
$3.73M -$716K 3 1.58% Reduced
3165
TWP
Triad Wealth Partners
Kansas
$3.72M +$1.4M 5 0.22% Increased
3166
SIC
Shoker Investment Counsel
Ohio
$3.72M +$23.4K 3 0.93% Increased
3167
BF
Brucke Financial
Indiana
$3.72M +$125K 5 1.65% Increased
3168
PWM
Palumbo Wealth Management
New York
$3.72M +$325K 3 0.78% Increased
3169
SAM
Sequent Asset Management
Texas
$3.7M +$8.79K 1 1.56% Increased
3170
PFSC
Peoples Financial Services Corp
Pennsylvania
$3.7M -$120K 3 1.6% Reduced
3171
WC
Westerkirk Capital
$3.69M -$5.4M 4 0.35% Reduced
3172
COI
Connable Office Inc
Michigan
$3.69M -$57K 3 0.32% Reduced
3173
BWM
Bosman Wealth Management
California
$3.68M -$123K 1 2.29% Reduced
3174
CC
Clearwave Capital
California
$3.68M +$662K 5 2.03% Increased
3175
RC
Renaissance Capital
Connecticut
$3.68M +$1.39M 2 2.03% Increased