← 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
SFP
Strategic Financial Partners
Oregon
$268K +$22.2K 1 0.14% Increased
4102
KWM
KFG Wealth Management
Indiana
$267K +$237K 1 0.06% New
4103
NOI
Newton One Investments
Delaware
$266K +$1.13K 1 0.11% Increased
4104
CIS
Continental Investors Services
Washington
$265K +$328 1 0.54% Increased
4105
MAA
Mraz Amerine & Associates
California
$265K +$223K 1 0.05% New
4106
VBFP
Valtinson Bruner Financial Planning
Minnesota
$264K -$691 1 0.09% Reduced
4107
AAA
American Alpha Advisors
New York
$264K +$234K 1 0.24% New
4108
NME
Notis-McConarty Edward
$262K -$339K 1 0.12% Reduced
4109
NVCHI
New Vernon Capital Holdings II
New Jersey
$261K $0 1 0.14% Maintained
4110
CLA
Carnegie Lake Advisors
New Jersey
$261K +$252K 1 0.1% New
4111
CCM
Carlson Capital Management
Minnesota
$261K +$236K 1 0.01% New
4112
WAS
Wealth Advisory Solutions
Indiana
$260K +$35K 1 0.07% Increased
4113
OFW
Omnia Family Wealth
Florida
$259K +$229K 1 0.11% New
4114
VWM
Vigilare Wealth Management
Arizona
$259K $0 1 0.1% Maintained
4115
DWM
Dechtman Wealth Management
Colorado
$258K +$1.04K 1 0.05% Increased
4116
AF
Aldebaran Financial
$257K $0 1 0.3% Maintained
4117
UPS
UHLMANN PRICE SECURITIES
Illinois
$256K +$226K 1 0.2% New
4118
DFA
Delta Financial Advisors
Louisiana
$255K $0 1 0.09% Maintained
4119
AI
Axecap Investments
Ohio
$255K +$226K 1 0.19% New
4120
LWM
LongView Wealth Management
Georgia
$255K -$4.14K 1 0.08% Reduced
4121
CMS
Capital Market Strategies
Florida
$255K +$691 1 0.15% Increased
4122
Causeway Capital Management
Causeway Capital Management
California
$255K +$228K 1 0.01% New
4123
OAS
Optivise Advisory Services
Tennessee
$254K -$30.4K 1 0.13% Reduced
4124
BPFA
Barnes Pettey Financial Advisors
Mississippi
$254K $0 1 0.2% Maintained
4125
TWA
Talisman Wealth Advisors
New Jersey
$254K +$3.8K 1 0.27% Increased