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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
3276
BCB
Brian C. Broderick
$312K $0 1 0.08% Maintained
3277
CPP
Capasso Planning Partners
South Carolina
$312K +$316K 1 0.23% New
3278
EA
Emerald Advisors
Washington
$312K $0 1 0.08% Maintained
3279
PMAM
Penn Mutual Asset Management
Pennsylvania
$312K +$76.3K 1 0.33% Increased
3280
EA
Echo45 Advisors
California
$311K +$302K 1 0.25% New
3281
IBOK
Independence Bank of Kentucky
Kentucky
$311K -$151K 4 0.13% Reduced
3282
CCM
Chickasaw Capital Management
Tennessee
$310K $0 1 0.02% Maintained
3283
RC
RBO & Co
California
$310K $0 1 0.05% Maintained
3284
FA
Fagan Associates
New York
$308K $0 1 0.06% Maintained
3285
WFG
Wills Financial Group
Virginia
$307K -$32.8K 1 0.12% Reduced
3286
CFAM
Coury Firm Asset Management
Pennsylvania
$305K +$296K 1 0.23% New
3287
I
INVST
Indiana
$305K $0 1 0.05% Maintained
3288
WCA
Waypoint Capital Advisors
Minnesota
$305K +$297K 1 0.21% New
3289
WW
Waterfront Wealth
Kansas
$304K -$3.14K 1 0.12% Reduced
3290
GFPC
Global Financial Private Client
Florida
$304K +$246K 5 0.15% Increased
3291
BP
BBR Partners
New York
$303K -$420K 1 0.04% Reduced
3292
DP
DDD Partners
Washington
$303K +$308K 1 0.04% New
3293
RIA
Richwood Investment Advisors
Ohio
$303K +$303K 2 0.27% New
3294
BW
Bison Wealth
Georgia
$301K -$115K 2 0.18% Reduced
3295
HWM
Hohimer Wealth Management
Washington
$301K -$41K 1 0.06% Reduced
3296
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$300K -$127K 1 0.02% Reduced
3297
EL
Envoi LLC
Minnesota
$299K $0 1 0.74% Maintained
3298
AWP
Ascent Wealth Partners
New York
$299K -$7.92K 1 0.05% Reduced
3299
DA
DSC Advisors
Illinois
$299K +$52K 1 0.23% Increased
3300
EWA
ERTS Wealth Advisors
Michigan
$299K $0 1 0.07% Maintained