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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
3351
HAM
Hedges Asset Management
Nevada
$224K -$26.5K 1 0.22% Reduced
3352
TI
Telemetry Investments
New York
$224K +$167K 1 0.29% New
3353
MAM
Marquette Asset Management
Minnesota
$223K +$145K 3 0.07% Increased
3354
SPI
Sutton Place Investors
New York
$223K +$249K 1 0.34% New
3355
VWM
Vigilare Wealth Management
Arizona
$223K -$698K 1 0.29% Reduced
3356
AG
AlphaSimPlex Group
Massachusetts
$222K -$34.4K 1 2.25% Reduced
3357
FOA
Five Oceans Advisors
California
$222K +$228K 1 0.18% New
3358
SHGA
Sand Hill Global Advisors
California
$222K $0 1 0.01% Maintained
3359
ATFA
All Terrain Financial Advisors
Minnesota
$221K $0 1 0.1% Maintained
3360
BO
BRR OpCo
Ohio
$221K +$227K 1 0.03% New
3361
GWMI
Guardian Wealth Management (Illinois)
Illinois
$221K +$1.28K 1 0.25% Increased
3362
PD
Planning Directions
Pennsylvania
$221K +$352 1 0.18% Increased
3363
VPI
Value Partners Investments
Manitoba, Canada
$221K +$219K 1 0.02% New
3364
CYG
Clean Yield Group
Vermont
$220K +$13.8K 5 0.1% Increased
3365
CFC
Coyle Financial Counsel
Illinois
$220K $0 1 0.15% Maintained
3366
ESBC
E.S. Barr & Co
Kentucky
$220K -$8.59K 1 0.02% Reduced
3367
HCM
HM Capital Management
Missouri
$220K +$226K 1 0.13% New
3368
WIC
Whitegate Investment Counselors
New Hampshire
$220K $0 1 0.08% Maintained
3369
AFAS
Acorn Financial Advisory Services
Virginia
$219K -$269K 1 0.05% Reduced
3370
Advance Capital Management
Advance Capital Management
Michigan
$218K +$224K 1 0.03% New
3371
LF
Lee Financial
Texas
$218K +$14.2K 13 0.04% Increased
3372
IAP
Indie Asset Partners
Indiana
$217K -$306K 1 0.22% Reduced
3373
SAM
Summit Asset Management
Tennessee
$216K +$233K 1 0.07% New
3374
AWM
Atticus Wealth Management
Florida
$215K $0 5 0.1% Maintained
3375
GA
GoalVest Advisory
New York
$215K -$1.51M 3 0.15% Reduced