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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
3776
PP
Pingora Partners
Wyoming
$492K -$37.7K 3 0.35% Reduced
3777
KIC
Kensington Investment Counsel
California
$492K +$210K 2 0.21% Increased
3778
MA
MKT Advisors
California
$491K -$3.59K 2 0.23% Reduced
3779
VPI
Value Partners Investments
Manitoba, Canada
$491K +$184K 1 0.04% Increased
3780
BCM
Brown Capital Management
Maryland
$489K $0 1 0.01% Maintained
3781
GAAM
Guinness Atkinson Asset Management
California
$489K +$52.9K 1 0.24% Increased
3782
RWPA
Richard W. Paul & Associates
Michigan
$489K -$5.72K 8 0.18% Reduced
3783
DCM
Dean Capital Management
Kansas
$488K -$636K 1 0.21% Reduced
3784
GSAM
Grant Street Asset Management
Pennsylvania
$487K $0 1 0.14% Maintained
3785
TPWA
Twin Peaks Wealth Advisors
California
$486K +$73.3K 1 0.22% Increased
3786
LJAC
L.J. Altfest & Co
New York
$486K +$227K 2 0.06% Increased
3787
TWM
TCFG Wealth Management
California
$484K +$428K 1 0.24% New
3788
STA
Smith Thornton Advisors
Alabama
$484K +$206K 2 0.32% Increased
3789
BA
Bridge Advisory
California
$483K +$1.38K 2 0.23% Increased
3790
BBA
Braun-Bostich & Associates
Pennsylvania
$483K +$24.5K 1 0.34% Increased
3791
NI
NDVR Inc
Massachusetts
$483K -$256K 1 0.5% Reduced
3792
RPGK
Retirement Planning Group (Kansas)
Kansas
$482K +$44.9K 1 0.03% Increased
3793
Iconiq Capital
Iconiq Capital
California
$481K +$425K 1 0.01% New
3794
IPAM
Investment Partners Asset Management
New Jersey
$481K -$19K 1 0.39% Reduced
3795
BCB
Brian C. Broderick
$481K $0 1 0.09% Maintained
3796
PFG
Pinnacle Financial Group
Illinois
$481K -$29.4K 1 0.19% Reduced
3797
AMCA
Arthur M. Cohen & Associates
Illinois
$481K +$198K 2 0.09% Increased
3798
IF
Integrity Financial
Wyoming
$480K $0 1 0.28% Maintained
3799
TMWM
Taylor & Morgan Wealth Management
Michigan
$480K -$15.1K 1 0.32% Reduced
3800
PPA
Painted Porch Advisors
California
$478K $0 3 0.24% Maintained