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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
GAM
Gemmer Asset Management
California
$280K $0 1 0.03% Maintained
4002
LGG
Luts & Greenleigh Group
Maryland
$279K +$291K 1 0.29% New
4003
BA
Brightwater Advisory
Florida
$279K +$693 1 0.22% Increased
4004
CW
Cook Wealth
North Carolina
$279K $0 1 0.15% Maintained
4005
BA
Ballew Advisors
Mississippi
$278K +$347 1 0.18% Increased
4006
IHWM
Iron Horse Wealth Management
Iowa
$278K +$564 4 0.11% Increased
4007
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$278K +$775 1 0.07% Increased
4008
AIM
Alhambra Investment Management
Florida
$277K $0 1 0.15% Maintained
4009
B
Birchbrook
Maine
$276K $0 3 0.17% Maintained
4010
R
Rebalance
California
$275K $0 1 0.02% Maintained
4011
UAG
United Advisor Group
Ohio
$275K +$286K 1 0.09% New
4012
PSB
Piscataqua Savings Bank
New Hampshire
$274K -$27.9K 4 0.24% Reduced
4013
PHAM
Palisades Hudson Asset Management
Florida
$274K -$218K 1 0.13% Reduced
4014
WCFA
Walkner Condon Financial Advisors
Wisconsin
$274K -$25.7K 1 0.06% Reduced
4015
BI
Bramshill Investments
Florida
$272K $0 1 0.03% Maintained
4016
NCTC
New Covenant Trust Company
Indiana
$272K -$166K 1 0.31% Reduced
4017
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$271K $0 1 0% Maintained
4018
SC
Steph & Co
Wisconsin
$270K -$24.7K 1 0.09% Reduced
4019
MFC
Morris Financial Concepts
South Carolina
$270K -$5.46K 1 0.13% Reduced
4020
WFAG
Wescott Financial Advisory Group
Pennsylvania
$269K +$3.12K 1 0.03% Increased
4021
SW
SMART Wealth
Nebraska
$268K +$22.2K 1 0.11% Increased
4022
EPWM
Essex Private Wealth Management
Massachusetts
$267K +$65.4K 1 0.68% Increased
4023
PJWM
Philip James Wealth Mangement
Georgia
$267K +$21.2K 1 0.18% Increased
4024
CFGA
Cambridge Financial Group (Arizona)
Arizona
$267K $0 1 0.12% Maintained
4025
AA
AlphaCentric Advisors
Puerto Rico
$267K -$8.07K 3 0.2% Reduced