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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
3251
WAM
Worth Asset Management
Texas
$453K $0 3 0.32% Maintained
3252
AM
Ares Management
California
$453K -$206M 1 0.02% Reduced
3253
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$453K -$43.3K 1 0.16% Reduced
3254
CI
CPR Investments
Michigan
$452K +$411K 1 0.45% New
3255
MA
Mosaic Advisors
Texas
$452K -$193K 1 0.38% Reduced
3256
MAWA
Moss Adams Wealth Advisors
Washington
$451K +$422K 2 0.23% New
3257
IFA
Interactive Financial Advisors
Illinois
$451K +$8.1K 1 0.27% Increased
3258
3IP
3Chopt Investment Partners
Virginia
$447K +$423K 3 0.24% New
3259
SAF
Smith Anglin Financial
Texas
$446K -$11.1K 1 0.08% Reduced
3260
I2I
Insight 2811 Inc
Illinois
$445K -$12.6K 1 0.27% Reduced
3261
MRCM
M&R Capital Management
New Jersey
$444K -$58.4K 6 0.12% Reduced
3262
MWA
Miller Wealth Advisors
Colorado
$444K $0 2 0.31% Maintained
3263
PCM
Poehling Capital Management
Wisconsin
$441K +$1.63K 1 0.17% Increased
3264
NPPM
North Point Portfolio Managers
Ohio
$440K $0 1 0.07% Maintained
3265
HFW
Horizon Family Wealth
Illinois
$440K +$1.22K 1 0.51% Increased
3266
NAM
Nexpoint Asset Management
Texas
$438K -$20.6M 1 0.03% Reduced
3267
MHWM
Montz Harcus Wealth Management
Louisiana
$437K +$10.9K 1 0.43% Increased
3268
SWM
Sugarloaf Wealth Management
Georgia
$437K -$24.5K 4 0.11% Reduced
3269
OBGC
O'Brien Greene & Co
Pennsylvania
$435K -$818K 1 0.17% Reduced
3270
WKWM
Walter & Keenan Wealth Management
Indiana
$435K $0 1 0.17% Maintained
3271
RRCM
Rappaport Reiches Capital Management
Illinois
$434K +$411K 1 0.21% New
3272
WFA
WestHill Financial Advisors
California
$434K +$87.1K 1 0.14% Increased
3273
JWM
Jeppson Wealth Management
California
$434K $0 1 0.18% Maintained
3274
RFN
Redwood Financial Network
Ohio
$433K +$406 1 0.49% Increased
3275
MA
MBA Advisors
Pennsylvania
$432K $0 1 0.28% Maintained