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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
ARG
Advisory Resource Group
Oklahoma
$475K $0 1 0.13% Maintained
3352
AWM
Aprio Wealth Management
Georgia
$473K +$219K 2 0.13% Increased
3353
RVPG
Relative Value Partners Group
$472K +$469K 1 0.03% New
3354
WIM
Warwick Investment Management
Texas
$471K +$202K 2 0.18% Increased
3355
SC
SRB Corp
Massachusetts
$470K +$449K 1 0.03% New
3356
ZIG
Zullo Investment Group
Pennsylvania
$470K +$45.8K 1 0.28% Increased
3357
DRW Securities
DRW Securities
Illinois
$470K +$467K 1 0.01% New
3358
Check Capital Management
Check Capital Management
California
$469K $0 1 0.02% Maintained
3359
JWM
Janiczek Wealth Management
Colorado
$468K +$56.8K 15 0.12% Increased
3360
GCA
Gradient Capital Advisors
California
$468K -$16K 1 0.2% Reduced
3361
SMWM
Silvia McColl Wealth Management
California
$465K $0 1 0.47% Maintained
3362
LI
Lafayette Investments
Maryland
$464K -$27.1K 1 0.13% Reduced
3363
TFA
Trinity Financial Advisors
Ohio
$464K $0 1 0.25% Maintained
3364
TSS
Thomas Story & Son
Indiana
$464K $0 1 0.23% Maintained
3365
TC
Taika Capital
Florida
$463K -$440K 1 0.22% Reduced
3366
AWM
Avondale Wealth Management
Texas
$463K $0 1 0.41% Maintained
3367
JWM
Jeppson Wealth Management
California
$461K -$4.07K 1 0.21% Reduced
3368
SWP
Summit Wealth Partners
Florida
$460K $0 1 0.12% Maintained
3369
VC
Vicus Capital
Pennsylvania
$459K +$477K 2 0.05% New
3370
PD
Planning Directions
Pennsylvania
$459K +$1.17K 2 0.35% Increased
3371
TWM
TMD Wealth Management
Arizona
$459K $0 1 0.13% Maintained
3372
WAS
Winch Advisory Services
Wisconsin
$457K +$98K 7 0.17% Increased
3373
PWA
Primoris Wealth Advisors
Florida
$456K -$229K 1 0.55% Reduced
3374
BWM
BigSur Wealth Management
Florida
$456K -$214K 1 0.23% Reduced
3375
WIC
Whitegate Investment Counselors
New Hampshire
$455K $0 2 0.15% Maintained