← All themes

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
3426
CFC
Coyle Financial Counsel
Illinois
$307K $0 1 0.14% Maintained
3427
AIM
Alhambra Investment Management
Florida
$307K $0 1 0.21% Maintained
3428
DCM
Dudley Capital Management
Virginia
$306K +$12.3K 1 0.21% Increased
3429
PIM
Paradice Investment Management
Colorado
$305K -$66.7K 1 0.02% Reduced
3430
CCA
Cadent Capital Advisors
Oklahoma
$303K +$28.4K 2 0.14% Increased
3431
PHAM
Palisades Hudson Asset Management
Florida
$302K $0 1 0.16% Maintained
3432
SCM
Stonehearth Capital Management
Massachusetts
$302K $0 1 0.16% Maintained
3433
IF
Intrua Financial
Texas
$301K -$257K 1 0.06% Reduced
3434
PPWM
PFG Private Wealth Management
Florida
$301K -$223K 3 0.19% Reduced
3435
TFGT
TS Financial Group (TSFG)
Illinois
$301K -$55.9K 10 0.11% Reduced
3436
BI
Bramshill Investments
Florida
$301K $0 1 0.04% Maintained
3437
ESBC
E.S. Barr & Co
Kentucky
$300K -$6.04K 1 0.02% Reduced
3438
JWM
Janiczek Wealth Management
Colorado
$300K -$11.1K 11 0.09% Reduced
3439
OGF
Orin Green Financial
California
$300K $0 1 0.16% Maintained
3440
AAMC
Asset Allocation & Management Company
Illinois
$300K -$311K 1 0.12% Reduced
3441
AWM
Atticus Wealth Management
Florida
$300K +$36.4K 6 0.11% Increased
3442
TCM
Triumph Capital Management
Colorado
$298K -$24.9K 1 0.15% Reduced
3443
CH
Canton Hathaway
Rhode Island
$298K +$41.4K 2 0.1% Increased
3444
6CM
683 Capital Management
New York
$298K +$123K 2 0.02% Increased
3445
EA
Eudaimonia Advisors
Tennessee
$297K +$14K 1 0.2% Increased
3446
LC
Landaas & Company
Wisconsin
$297K $0 1 0.14% Maintained
3447
GSIAS
Garden State Investment Advisory Services
New Jersey
$297K -$26.6K 1 0.13% Reduced
3448
TC
Trium Capital
United Kingdom
$296K +$247K 1 0.1% New
3449
BDFN
Bond & Devick Financial Network
Minnesota
$296K $0 1 0.19% Maintained
3450
SCA
Sandy Cove Advisors
Massachusetts
$294K $0 1 0.21% Maintained