← All themes

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
RVPG
Relative Value Partners Group
$290K +$1.6K 1 0.02% Increased
4002
WA
WP Advisors
California
$288K +$1.15K 1 0.09% Increased
4003
SEP
Southland Equity Partners
Missouri
$287K +$9.59K 1 0.08% Increased
4004
KNW
Kesler Norman & Wride
Utah
$287K $0 1 0.06% Maintained
4005
MFWP
Mosaic Family Wealth Partners
Missouri
$287K -$330K 1 0.05% Reduced
4006
AIA
Alternative Investment Advisors
Florida
$287K +$4.6K 1 0.17% Increased
4007
DI
Disciplined Investments
Oklahoma
$285K +$320 1 0.16% Increased
4008
SC
Shearwater Capital
Colorado
$284K $0 1 0.21% Maintained
4009
RFN
Redwood Financial Network
Ohio
$283K -$63.2K 1 0.25% Reduced
4010
PGWM
Parisi Gray Wealth Management
New Jersey
$282K +$246K 1 0.11% New
4011
PCMM
Piedmont Capital Management (Montana)
Montana
$282K $0 1 0.19% Maintained
4012
FGA
Fortis Group Advisors
New Jersey
$282K +$117K 6 0.05% Increased
4013
CFFP
Center for Financial Planning
Michigan
$281K +$37.2K 7 0.04% Increased
4014
WFA
Wellspring Financial Advisors
Ohio
$281K +$249K 1 0.04% New
4015
RP
Rowlandmiller & Partners
Georgia
$281K +$109K 2 0.06% Increased
4016
RWM
Raffa Wealth Management
District of Columbia
$281K +$115K 18 0.08% Increased
4017
MKC
M. Kraus & Co
Vermont
$279K $0 1 0.08% Maintained
4018
PCM
Pointe Capital Management
Michigan
$279K -$7.67K 1 0.17% Reduced
4019
Advance Capital Management
Advance Capital Management
Michigan
$279K +$1.15K 1 0.02% Increased
4020
GSCM
Greenfield Seitz Capital Management
Texas
$278K $0 1 0.1% Maintained
4021
FPIS
Financial Planning & Information Services
Wisconsin
$278K +$2.71K 1 0.04% Increased
4022
RFP
RCS Financial Planning
Maryland
$278K -$121K 1 0.17% Reduced
4023
EFG
Ehrlich Financial Group
California
$277K +$256K 1 0.23% New
4024
HFRG
Houlihan Financial Resource Group
Virginia
$276K $0 1 0.12% Maintained
4025
BIM
Barton Investment Management
Pennsylvania
$276K $0 1 0.03% Maintained