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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
3376
SEM
Strategic Equity Management
Arizona
$338K +$1.69K 1 0.12% Increased
3377
DPI
Diversified Portfolios Inc
Michigan
$338K $0 1 0.08% Maintained
3378
RP
Riverwater Partners
Wisconsin
$338K -$530K 1 0.31% Reduced
3379
DC
Defender Capital
North Carolina
$337K $0 1 0.12% Maintained
3380
Plancorp LLC
Plancorp LLC
Missouri
$336K -$16K 1 0.02% Reduced
3381
RCG
Regatta Capital Group
California
$336K $0 1 0.12% Maintained
3382
Miller Howard Investments
Miller Howard Investments
New York
$335K +$3.54K 1 0.01% Increased
3383
WIC
Whitegate Investment Counselors
New Hampshire
$335K $0 2 0.11% Maintained
3384
EAM
Evanson Asset Management
California
$335K +$242 1 0.03% Increased
3385
BO
Bank OZK
Arkansas
$335K +$64.6K 1 0.17% Increased
3386
FFA
Fragasso Financial Advisors
Pennsylvania
$334K +$12K 1 0.04% Increased
3387
WAAG
Wealth Alliance Advisory Group
Kansas
$333K $0 1 0.12% Maintained
3388
GGS
Galvin Gaustad & Stein
Arizona
$332K +$828 1 0.03% Increased
3389
LIA
Luken Investment Analytics
Tennessee
$330K +$41.4K 1 0.19% Increased
3390
WP
WealthSpring Partners
California
$330K $0 1 0.26% Maintained
3391
SHWM
Silicon Hills Wealth Management
Texas
$330K -$239K 1 0.2% Reduced
3392
CA
Cortland Associates
Missouri
$330K +$12.8K 1 0.05% Increased
3393
CWG
Crown Wealth Group
North Carolina
$329K -$232K 1 0.28% Reduced
3394
MTC
McDaniel Terry & Co
Texas
$329K +$325K 1 0.04% New
3395
SC
Saltoro Capital
Texas
$329K +$439K 1 0.2% New
3396
FRA
Frank Rimerman Advisors
California
$326K -$2.1K 1 0.09% Reduced
3397
OAM
Occidental Asset Management
California
$325K -$12.1K 1 0.08% Reduced
3398
WCAMG
Woodard & Company Asset Management Group
North Carolina
$325K $0 1 0.11% Maintained
3399
AA
AlphaQ Advisors
Florida
$324K -$6.21K 1 0.28% Reduced
3400
AL
ACAS LLC
California
$323K $0 1 0.46% Maintained