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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
3451
AWS
AJ Wealth Strategies
New York
$291K $0 1 0.02% Maintained
3452
TIA
Tandem Investment Advisors
South Carolina
$291K +$13.3K 1 0.01% Increased
3453
CP
Covenant Partners
Tennessee
$291K +$36.6K 1 0.11% Increased
3454
SL
Stevard LLC
Illinois
$290K $0 1 0.27% Maintained
3455
GAA
Global Assets Advisory
Florida
$290K -$34.8K 1 0.3% Reduced
3456
AWA
Alaska Wealth Advisors
Alaska
$290K $0 1 0.05% Maintained
3457
WIM
Warwick Investment Management
Texas
$290K +$414 1 0.12% Increased
3458
MIC
Meridian Investment Counsel
California
$289K +$27.4K 1 0.11% Increased
3459
Giverny Capital
Giverny Capital
Quebec, Canada
$289K -$200K 1 0.02% Reduced
3460
MCM
Maple Capital Management
Vermont
$288K -$11.2K 1 0.04% Reduced
3461
VFA
Voya Financial Advisors
Connecticut
$288K +$68.7K 1 0.04% Increased
3462
SC
Stephens Consulting
Michigan
$288K -$254K 6 0.17% Reduced
3463
RW
Regimen Wealth
Georgia
$288K -$8.65K 1 0.12% Reduced
3464
World Investment Advisors
World Investment Advisors
California
$287K +$291K 1 0.06% New
3465
QCI
Quaker Capital Investments
Pennsylvania
$287K $0 1 0.11% Maintained
3466
SAS
Stelac Advisory Services
New York
$287K +$5.56K 1 0.12% Increased
3467
RFG
RFP Financial Group
Georgia
$286K -$1.12M 14 0.33% Reduced
3468
C
CEDRUS
Colorado
$286K +$264K 1 0.2% New
3469
RWM
Revisor Wealth Management
Ohio
$286K +$302K 1 0.26% New
3470
GCA
Genesee Capital Advisors
New York
$286K $0 1 0.2% Maintained
3471
TAM
Terrapin Asset Management
Florida
$285K $0 1 0.37% Maintained
3472
SC
Shearwater Capital
Colorado
$285K +$828 1 0.26% Increased
3473
AIP
Ahrens Investment Partners
Louisiana
$285K -$33.8K 11 0.14% Reduced
3474
PCM
Pointe Capital Management
Michigan
$284K +$38.7K 2 0.2% Increased
3475
TM
Tiger Management
New York
$284K +$281K 1 0.15% New