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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
3526
GWAG
Garrett Wealth Advisory Group
Texas
$335K +$333K 1 0.15% New
3527
MCAI
Members Capital Advisors Inc
Wisconsin
$334K -$1.84M 1 0.42% Reduced
3528
RCG
Resource Consulting Group
Florida
$334K $0 1 0.06% Maintained
3529
MIC
Meridian Investment Counsel
California
$334K -$11.1K 1 0.13% Reduced
3530
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$332K -$143K 1 0.15% Reduced
3531
RCS
Retirement Capital Strategies
California
$332K +$354K 1 0.16% New
3532
VFA
Virtus Fund Advisers
Connecticut
$332K +$34.1K 4 2.35% Increased
3533
BIP
Blueprint Investment Partners
North Carolina
$331K +$329K 1 0.11% New
3534
OCM
Objective Capital Management
Ohio
$330K $0 1 0.29% Maintained
3535
MAM
Marquette Asset Management
Minnesota
$329K -$49.7K 5 0.08% Reduced
3536
BCP
Blackhawk Capital Partners
Wisconsin
$328K -$149K 1 0.24% Reduced
3537
CRG
Cornerstone Retirement Group
Nevada
$328K $0 1 0.09% Maintained
3538
AI
Arrien Investments
Idaho
$328K $0 1 0.31% Maintained
3539
TIA
Tandem Investment Advisors
South Carolina
$327K +$36.1K 1 0.01% Increased
3540
CWA
Clearview Wealth Advisors
Oregon
$327K -$120K 1 0.4% Reduced
3541
CWA
CJM Wealth Advisers
Virginia
$327K +$271 1 0.16% Increased
3542
SSG
Summit Securities Group
New York
$325K -$626K 5 0.03% Reduced
3543
ECM
Engine Capital Management
New York
$324K $0 1 0.07% Maintained
3544
CL
COWA LLC
Oklahoma
$323K $0 2 0.22% Maintained
3545
AWM
Atticus Wealth Management
Florida
$323K +$5.64K 8 0.12% Increased
3546
ICM
Intrepid Capital Management
Florida
$322K -$26.9K 2 0.22% Reduced
3547
DCM
Dudley Capital Management
Virginia
$322K -$5.15K 1 0.23% Reduced
3548
ACM
Atalaya Capital Management
New York
$321K +$391K 1 0.36% New
3549
SAM
Secure Asset Management
Michigan
$320K +$318K 1 0.1% New
3550
RCG
Regatta Capital Group
California
$320K $0 1 0.1% Maintained