← 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
4101
BC
Barrett & Company
Rhode Island
$134K +$13.9K 5 0.07% Increased
4102
HBCM
Heron Bay Capital Management
Michigan
$134K +$4.73K 1 0.03% Increased
4103
ELI
Empire Life Investments
Ontario, Canada
$134K $0 1 0.01% Maintained
4104
BFS
Burkett Financial Services
South Carolina
$132K +$124K 2 0.07% New
4105
RS
Rakuten Securities
Japan
$131K +$116K 7 0.1% New
4106
RWM
Raffa Wealth Management
District of Columbia
$130K $0 16 0.04% Maintained
4107
GCM
Gladius Capital Management
Illinois
$128K -$14.8M 3 0.02% Reduced
4108
RP
Rowlandmiller & Partners
Georgia
$128K $0 1 0.03% Maintained
4109
DI
DAGCO Inc
Ohio
$126K +$128K 2 0.12% New
4110
DWS
Dynamic Wealth Strategies
California
$126K +$128K 2 0.12% New
4111
AA
Auxano Advisors
Washington
$126K $0 1 0.04% Maintained
4112
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$125K $0 3 0.01% Maintained
4113
NA
Nordwand Advisors
Pennsylvania
$124K $0 1 0.03% Maintained
4114
GPI
General Partner Inc
Pennsylvania
$124K $0 1 0.1% Maintained
4115
BDS
Banco de Sabadell
Florida
$123K -$68K 2 0.09% Reduced
4116
MFA
McClarren Financial Advisors
Pennsylvania
$123K +$558 8 0.09% Increased
4117
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$123K +$8.94K 6 0.03% Increased
4118
Belvedere Trading
Belvedere Trading
Illinois
$122K -$28.2K 1 0% Reduced
4119
CSWM
Cassady Schiller Wealth Management
Ohio
$121K -$24.9K 3 0.06% Reduced
4120
PA
Pineridge Advisors
Missouri
$116K +$102K 7 0.04% New
4121
DMKJ
David M. Knott Jr
$115K -$19K 4 0.04% Reduced
4122
HFP
Holistic Financial Partners
Indiana
$115K +$15.1K 1 0.07% Increased
4123
FW
Fairway Wealth
Ohio
$114K +$99.4K 1 0.09% New
4124
DWA
Delos Wealth Advisors
Texas
$112K -$48.5K 2 0.16% Reduced
4125
GIS
Grayhawk Investment Strategies
Alberta, Canada
$112K $0 3 0.06% Maintained