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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
TFCP
Twin Focus Capital Partners
Massachusetts
$340K -$9.94K 1 0.07% Reduced
3452
ECM
Engine Capital Management
New York
$340K -$621K 1 0.08% Reduced
3453
WCA
Waypoint Capital Advisors
Minnesota
$339K +$2.9K 1 0.11% Increased
3454
BF
Blankinship & Foster
California
$339K $0 1 0.11% Maintained
3455
SHFP
Second Half Financial Partners
Florida
$339K +$324K 1 0.08% New
3456
TIA
Tandem Investment Advisors
South Carolina
$338K +$25K 1 0.01% Increased
3457
ICM
Intrepid Capital Management
Florida
$338K +$311K 2 0.24% New
3458
CFAM
Coury Firm Asset Management
Pennsylvania
$337K -$49.8K 1 0.49% Reduced
3459
CRI
Colonial River Investments
Virginia
$337K -$1.11K 1 0.22% Reduced
3460
C
CEDRUS
Colorado
$337K $0 1 0.24% Maintained
3461
MKC
M. Kraus & Co
Vermont
$336K -$141K 1 0.11% Reduced
3462
BG
Benedetti & Gucer
Georgia
$336K +$305K 1 0.17% New
3463
WW
Westshore Wealth
California
$335K -$6.02K 1 0.17% Reduced
3464
NWM
Northwest Wealth Management
Iowa
$335K +$2.29K 1 0.12% Increased
3465
MIM
Meridiem Investment Management
United Kingdom
$334K -$170K 1 0.01% Reduced
3466
RF
Robinswood Financial
Washington
$334K +$315K 3 0.16% New
3467
CP
Covenant Partners
Tennessee
$334K +$3.35K 1 0.12% Increased
3468
TA
TFB Advisors
Kansas
$334K +$303K 1 0.15% New
3469
EFH
Eaton Financial Holdings
Florida
$332K -$66.9K 1 0.25% Reduced
3470
WA
Waddell & Associates
Tennessee
$332K -$6.12K 1 0.05% Reduced
3471
CIS
Continental Investors Services
Washington
$332K +$289K 1 0.39% New
3472
DPI
Diversified Portfolios Inc
Michigan
$331K $0 1 0.07% Maintained
3473
SWM
Sendero Wealth Management
Texas
$331K +$300K 1 0.07% New
3474
CFC
Coyle Financial Counsel
Illinois
$330K $0 1 0.15% Maintained
3475
RP
Riverwater Partners
Wisconsin
$329K -$2.68K 1 0.29% Reduced