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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
3301
HWA
Heartwood Wealth Advisors
Virginia
$336K +$317K 1 0.05% New
3302
DCM
Dimension Capital Management
Florida
$335K $0 1 0.06% Maintained
3303
HWM
HFR Wealth Management
New York
$335K $0 1 0.09% Maintained
3304
AlphaCore Capital
AlphaCore Capital
California
$334K +$61.6K 2 0.13% Increased
3305
CCM
Chickasaw Capital Management
Tennessee
$334K $0 1 0.01% Maintained
3306
LI
Lafayette Investments
Maryland
$334K -$105K 1 0.08% Reduced
3307
MS
Mizuho Securities
Japan
$334K +$160K 2 0.07% Increased
3308
RC
RBO & Co
California
$334K $0 1 0.05% Maintained
3309
SCA
Sandy Cove Advisors
Massachusetts
$334K +$57.5K 6 0.28% Increased
3310
TWP
Total Wealth Planning
Ohio
$334K +$308K 1 0.09% New
3311
UAM
UAS Asset Management
New York
$334K +$315K 1 0.07% New
3312
VCM
Versant Capital Management
Arizona
$334K +$70.5K 25 0.11% Increased
3313
NWA
New World Advisors
Massachusetts
$333K -$18.5K 1 0.17% Reduced
3314
PCM
Pointe Capital Management
Michigan
$332K $0 1 0.21% Maintained
3315
CL
CSS LLC
Illinois
$331K -$1.45M 1 0.01% Reduced
3316
GGS
Galvin Gaustad & Stein
Arizona
$331K +$766 1 0.03% Increased
3317
IFO
Independent Family Office
New York
$331K +$311K 1 0.11% New
3318
RCIM
Red Cedar Investment Management
Michigan
$330K -$523K 1 0.05% Reduced
3319
WWM
Wolff Wiese Magana
California
$330K +$10.6K 10 0.22% Increased
3320
BCP
Blackhawk Capital Partners
Wisconsin
$329K $0 1 0.22% Maintained
3321
HWM
Hohimer Wealth Management
Washington
$329K +$3.77K 1 0.06% Increased
3322
CC
Corsicana & Co
Texas
$328K $0 2 0.21% Maintained
3323
WH
Willner & Heller
California
$328K +$388 1 0.4% Increased
3324
BAS
Brown Advisory Securities
Maryland
$327K -$175K 1 0.19% Reduced
3325
NCM
Newfoundland Capital Management
Brazil
$327K -$3.59M 1 0.1% Reduced