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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
4126
SC
Stephenson & Company
California
$231K $0 1 0.17% Maintained
4127
LJAC
L.J. Altfest & Co
New York
$231K +$201K 1 0.03% New
4128
MBI
May Barnhard Investments
Maryland
$231K -$25.7K 1 0.12% Reduced
4129
CPW
Crestmont Private Wealth
Texas
$230K +$201K 1 0.11% New
4130
Lazard Frères Gestion
Lazard Frères Gestion
France
$230K +$201K 1 0.01% New
4131
HWM
HFR Wealth Management
New York
$230K -$32.2K 1 0.06% Reduced
4132
MCM
Morton Capital Management
California
$229K -$2.68K 1 0.06% Reduced
4133
JDR
Jay D. Rosenbaum
$229K -$304K 1 1.3% Reduced
4134
BWA
Burt Wealth Advisors
Maryland
$229K +$199K 1 0.06% New
4135
PCMC
Paragon Capital Management (Colorado)
Colorado
$228K +$206K 1 0.04% New
4136
LW
Libra Wealth
California
$228K $0 1 0.1% Maintained
4137
WHCI
W.H. Cornerstone Investments
Massachusetts
$225K -$37.9K 1 0.16% Reduced
4138
RWI
Red Wave Investments
Pennsylvania
$225K +$196K 1 0.08% New
4139
DWP
Destiny Wealth Partners
Florida
$224K +$204K 1 0.04% New
4140
Winslow Capital Management
Winslow Capital Management
Minnesota
$224K -$126K 1 0% Reduced
4141
WIA
Wetzel Investment Advisors
Indiana
$223K -$11.1K 20 0.13% Reduced
4142
CWP
Core Wealth Partners
California
$223K +$195K 1 0.17% New
4143
BIA
Biondo Investment Advisors
Pennsylvania
$223K $0 1 0.03% Maintained
4144
TW
Towerpoint Wealth
California
$223K +$194K 1 0.11% New
4145
FB
First Bancorp
Maine
$223K +$1.53K 1 0.17% Increased
4146
UAM
Unison Asset Management
Florida
$222K +$194K 1 0.12% New
4147
HP
Hilltop Partners
Indiana
$222K +$193K 1 0.08% New
4148
NWM
Napa Wealth Management
California
$221K -$193K 1 0.12% Reduced
4149
GFA
Gallagher Fiduciary Advisors
Illinois
$220K -$161K 1 0.01% Reduced
4150
BA
Baugh & Associates
Georgia
$220K +$192K 1 0.12% New