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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
3326
CA
Cortland Associates
Missouri
$287K $0 1 0.03% Maintained
3327
AFG
Affinia Financial Group
Massachusetts
$286K +$303K 1 0.19% New
3328
IFA
Interactive Financial Advisors
Illinois
$286K +$106K 1 0.11% Increased
3329
MFT
Moisand Fitzgerald Tamayo
Florida
$286K -$107K 4 0.08% Reduced
3330
BF
Blankinship & Foster
California
$285K $0 1 0.11% Maintained
3331
DC
DeDora Capital
California
$285K +$383K 1 0.16% Increased
3332
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$285K +$4.52K 1 0.03% Increased
3333
SHGA
Sand Hill Global Advisors
California
$284K $0 1 0.02% Maintained
3334
SI
Symmetry Investments
Jersey
$284K -$5.45M 1 0.09% Reduced
3335
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$284K +$89.6K 2 0.08% Increased
3336
FMP
Financial Management Professionals
Texas
$283K +$2.01K 18 0.06% Increased
3337
NC
NinePointTwo Capital
California
$283K +$320K 1 0.09% New
3338
ACP
Aveo Capital Partners
Colorado
$282K -$5.56K 1 0.05% Reduced
3339
BAM
Brave Asset Management
New Jersey
$282K $0 1 0.08% Maintained
3340
JFA
Johanson Financial Advisors
California
$282K +$1.01K 1 0.09% Increased
3341
Sageworth Trust
Sageworth Trust
Pennsylvania
$282K -$234K 10 0.02% Reduced
3342
PGGM Investments
PGGM Investments
Netherlands
$281K -$50.8M 1 0% Reduced
3343
CHP
Cable Hill Partners
Oregon
$280K +$284K 1 0.06% New
3344
DPI
Diversified Portfolios Inc
Michigan
$280K $0 1 0.07% Maintained
3345
FSG
Financial Strategies Group
Michigan
$279K +$696 1 0.11% Increased
3346
ACM
Alta Capital Management
Utah
$278K +$232K 1 0.01% New
3347
CWA
Carolina Wealth Advisors
South Carolina
$278K +$63.6K 2 0.16% Increased
3348
VCM
Versant Capital Management
Arizona
$278K -$1.89K 25 0.09% Reduced
3349
CFC
Coyle Financial Counsel
Illinois
$277K $0 1 0.16% Maintained
3350
EA
Eudaimonia Advisors
Tennessee
$277K +$270K 1 0.16% New