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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
4001
KPWG
KFA Private Wealth Group
Virginia
$1.63M -$407K 3 0.39% Reduced
4002
TCM
Traub Capital Management
Massachusetts
$1.63M -$130K 2 1.46% Reduced
4003
LPAM
Lodestar Private Asset Management
California
$1.63M -$57.1K 2 0.14% Reduced
4004
AIA
Armor Investment Advisors
North Carolina
$1.63M -$55.6K 1 0.52% Reduced
4005
KFP
KMG Fiduciary Partners
Ohio
$1.63M -$5.77M 1 0.15% Reduced
4006
GC
GatePass Capital
Ohio
$1.63M +$302K 3 0.62% Increased
4007
FFO
Fortitude Family Office
Arizona
$1.63M +$232K 46 0.32% Increased
4008
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.63M +$156K 4 0.24% Increased
4009
VF
Vawter Financial
Ohio
$1.62M $0 3 0.61% Maintained
4010
HFO
Heritage Family Offices
Arizona
$1.62M -$756K 4 0.63% Reduced
4011
PEWA
Pacific Excel Wealth Advisors
California
$1.62M +$1.45M 4 0.63% New
4012
LRWM
Lord & Richards Wealth Management
Colorado
$1.62M -$556K 1 1.27% Reduced
4013
LWA
LifeGoal Wealth Advisors
New York
$1.62M +$158K 3 0.74% Increased
4014
PAG
Powers Advisory Group
Illinois
$1.61M -$69K 2 0.5% Reduced
4015
FI
Financial Insights
Washington
$1.61M -$7.1K 3 0.42% Reduced
4016
OFO
OneAscent Family Office
Alabama
$1.61M +$745K 3 0.81% Increased
4017
AWA
Alaska Wealth Advisors
Alaska
$1.61M +$55.3K 2 0.17% Increased
4018
SGC
Slocum, Gordon & Co
Rhode Island
$1.6M +$2.63K 1 1.06% Increased
4019
SIG
Sky Investment Group
Connecticut
$1.6M +$765K 4 0.25% Increased
4020
ACM
Alamar Capital Management
California
$1.6M $0 2 0.81% Maintained
4021
TCM
TABR Capital Management
California
$1.6M +$699K 4 1.36% Increased
4022
CGA
Crescent Grove Advisors
Illinois
$1.6M +$564K 4 0.13% Increased
4023
CCM
Chickasaw Capital Management
Tennessee
$1.6M $0 1 0.06% Maintained
4024
VC
Vicus Capital
Pennsylvania
$1.59M -$185K 1 0.1% Reduced
4025
RCM
Raleigh Capital Management
North Carolina
$1.59M -$873K 6 0.51% Reduced