← All themes

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
3301
CFSG
Clark Financial Services Group
Missouri
$3.26M $0 2 1.54% Maintained
3302
NWAG
Net Worth Advisory Group
Utah
$3.26M +$702K 10 0.82% Increased
3303
HAM
Hedges Asset Management
Nevada
$3.26M +$3.07M 3 2.14% New
3304
CPWA
Cerro Pacific Wealth Advisors
California
$3.25M +$68.1K 4 0.74% Increased
3305
NWM
Northwest Wealth Management
Iowa
$3.25M +$6.21K 4 0.43% Increased
3306
TW
Tempo Wealth
Ohio
$3.25M +$674K 4 0.48% Increased
3307
PCM
Pincus Capital Management
New York
$3.25M $0 2 1.94% Maintained
3308
RMC
Ring Mountain Capital
California
$3.24M +$6.6K 2 1.36% Increased
3309
XWL
XXI Wealth LLC
Illinois
$3.24M -$184K 5 1.49% Reduced
3310
EAM
Empirical Asset Management
Massachusetts
$3.24M -$85K 6 0.73% Reduced
3311
FUBT
First United Bank & Trust
Maryland
$3.24M -$48.9K 5 0.93% Reduced
3312
RCA
Ranch Capital Advisors
Florida
$3.24M +$79.5K 2 1.03% Increased
3313
HCA
Heck Capital Advisors
Wisconsin
$3.23M +$7.54K 3 0.19% Increased
3314
WF
Wayfinding Financial
Washington
$3.23M +$103K 4 1.22% Increased
3315
PTP
Platform Technology Partners
New York
$3.23M +$36K 2 0.53% Increased
3316
AGC
August Group Capital
$3.23M -$54.6K 3 3.54% Reduced
3317
SWM
Sterling Wealth Management
Illinois
$3.22M +$82.9K 2 0.8% Increased
3318
ACMC
Anchor Capital Management Company
North Carolina
$3.22M +$2.29M 1 3.32% New
3319
EWL
Emissary Wealth LLC
New Jersey
$3.22M +$1.59M 2 2.45% Increased
3320
SWM
SHP Wealth Management
Massachusetts
$3.22M +$143K 27 0.22% Increased
3321
1W
1776 Wealth
Georgia
$3.22M +$150K 4 1.13% Increased
3322
LOIP
Live Oak Investment Partners
Texas
$3.21M +$44.9K 1 1.73% Increased
3323
OL
Owen LaRue
Kentucky
$3.21M +$315K 2 1.12% Increased
3324
PFMOSF
Philadelphia Financial Management of San Francisco
California
$3.21M +$1.25M 1 0.65% Increased
3325
EM
Excalibur Management
Massachusetts
$3.2M -$51K 2 1.06% Reduced