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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
PHAM
Palisades Hudson Asset Management
Florida
$244K +$343 1 0.15% Increased
3302
QCI
Quaker Capital Investments
Pennsylvania
$244K $0 1 0.1% Maintained
3303
SCM
Stonehearth Capital Management
Massachusetts
$244K $0 1 0.15% Maintained
3304
BI
Bramshill Investments
Florida
$243K -$47.4K 1 0.03% Reduced
3305
RWA
RGT Wealth Advisors
Texas
$243K -$95.9K 1 0.04% Reduced
3306
SRG
SBB Research Group
Illinois
$243K -$218K 1 0.34% Reduced
3307
HWM
Hohimer Wealth Management
Washington
$242K $0 1 0.08% Maintained
3308
RZH
Relyea Zuckerberg Hanson
Connecticut
$242K -$220K 1 0.09% Reduced
3309
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$241K $0 1 0.36% Maintained
3310
VFP
Verus Financial Partners
Virginia
$241K +$222K 1 0.04% New
3311
WH
Willner & Heller
California
$241K +$339 1 0.39% Increased
3312
GFPC
Global Financial Private Client
Florida
$240K +$121K 5 0.14% Increased
3313
SEM
Strategic Equity Management
Arizona
$240K +$1.83K 1 0.1% Increased
3314
WCA
Waypoint Capital Advisors
Minnesota
$240K $0 1 0.1% Maintained
3315
BDFN
Bond & Devick Financial Network
Minnesota
$239K -$23K 1 0.2% Reduced
3316
NW
Naviter Wealth
Arkansas
$238K +$16.9K 1 0.1% Increased
3317
PTC
Petrus Trust Company
Texas
$236K -$145K 2 0.03% Reduced
3318
MLIC
Mandatum Life Insurance Company
Finland
$235K $0 1 0.07% Maintained
3319
Miller Howard Investments
Miller Howard Investments
New York
$235K +$457 1 0.01% Increased
3320
MIM
MTM Investment Management
South Carolina
$235K +$19.7K 1 0.13% Increased
3321
SL
Stevard LLC
Illinois
$235K +$241K 1 0.22% New
3322
TIM
Tortoise Investment Management
New York
$235K +$203K 4 0.05% Increased
3323
BWS
Buck Wealth Strategies
Colorado
$234K +$157K 1 0.11% New
3324
BONH
Bank of New Hampshire
New Hampshire
$234K -$9.13K 6 0.07% Reduced
3325
WIM
Warwick Investment Management
Texas
$234K +$343 1 0.14% Increased