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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
3401
AIP
Ahrens Investment Partners
Louisiana
$272K +$15.7K 12 0.09% Increased
3402
CFAM
Coury Firm Asset Management
Pennsylvania
$272K +$2.59K 1 0.24% Increased
3403
WIM
Warwick Investment Management
Texas
$270K $0 1 0.12% Maintained
3404
TCWA
Ten Capital Wealth Advisors
Washington
$269K +$146K 4 0.11% Increased
3405
WAM
Watershed Asset Management
California
$269K -$268K 1 0.27% Reduced
3406
CCM
Canal Capital Management
Virginia
$268K +$7.76K 1 0.07% Increased
3407
GP
Greenline Partners
New York
$268K $0 1 0.05% Maintained
3408
HAIM
Hunter Associates Investment Management
Pennsylvania
$267K -$269K 1 0.09% Reduced
3409
MLIC
Mandatum Life Insurance Company
Finland
$267K +$246K 1 0.05% New
3410
MMC
Mizuho Markets Cayman
Cayman Islands
$267K -$747K 1 0.02% Reduced
3411
AFAS
Acorn Financial Advisory Services
Virginia
$266K +$11.3K 1 0.05% Increased
3412
SWM
Stockman Wealth Management
Montana
$266K +$419 1 0.06% Increased
3413
WHAM
Windmill Hill Asset Management
United Kingdom
$266K +$233K 1 0.13% New
3414
CWA
CJM Wealth Advisers
Virginia
$265K $0 1 0.18% Maintained
3415
Grimes & Company
Grimes & Company
Massachusetts
$262K $0 1 0.01% Maintained
3416
SAM
Stewart Asset Management
New York
$261K +$356K 1 0.14% New
3417
NOI
Newton One Investments
Delaware
$260K $0 1 0.19% Maintained
3418
IHWM
Iron Horse Wealth Management
Iowa
$259K -$2K 3 0.14% Reduced
3419
SAM
Secure Asset Management
Michigan
$259K -$2.52K 1 0.12% Reduced
3420
CYG
Clean Yield Group
Vermont
$256K -$95.7K 3 0.09% Reduced
3421
EAM
Emso Asset Management
United Kingdom
$255K $0 1 0.21% Maintained
3422
Sageworth Trust
Sageworth Trust
Pennsylvania
$255K -$16K 5 0.02% Reduced
3423
VFP
Verus Financial Partners
Virginia
$255K +$383 1 0.04% Increased
3424
FPB
First PREMIER Bank
South Dakota
$254K -$9.95K 4 0.07% Reduced
3425
SCM
Stonehearth Capital Management
Massachusetts
$254K +$234K 1 0.13% New