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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
4226
AS
AM Squared
Hong Kong
$126K +$53.4K 1 0.32% Increased
4227
CB
Centennial Bank
Arkansas
$126K +$74.6K 3 0.06% Increased
4228
AAG
Accordant Advisory Group
Maryland
$126K -$30.3K 1 0.12% Reduced
4229
KB
Kimelman & Baird
New York
$125K +$131K 2 0.01% New
4230
SP
Systematic Portfolios
New York
$124K +$139K 1 0.86% New
4231
MIM
Meridiem Investment Management
United Kingdom
$121K -$234K 1 0% Reduced
4232
SCM
Saxony Capital Management
Missouri
$118K -$14.5K 1 0.13% Reduced
4233
BMC
Bear Mountain Capital
Washington
$116K $0 1 0.05% Maintained
4234
KIG
Kessler Investment Group
Indiana
$115K -$439K 5 0.06% Reduced
4235
TLCM
Twin Lakes Capital Management
California
$114K $0 5 0.08% Maintained
4236
CIAS
CBIZ Investment Advisory Services
Ohio
$112K -$39.4K 4 0.01% Reduced
4237
CCA
Criterion Capital Advisors
Tennessee
$110K +$8.22K 6 0.07% Increased
4238
RBC
Roble Belko & Company
Pennsylvania
$108K $0 1 0.02% Maintained
4239
DP
Denver PWM
Colorado
$108K +$109K 2 0.04% New
4240
AWM
Abound Wealth Management
Tennessee
$107K -$16.1K 15 0.04% Reduced
4241
GIS
Grayhawk Investment Strategies
Alberta, Canada
$106K -$5.73K 3 0.48% Reduced
4242
GA
GoalVest Advisory
New York
$106K -$14K 2 0.03% Reduced
4243
FW
Fairway Wealth
Ohio
$106K +$28K 5 0.06% Increased
4244
RFG
REAP Financial Group
Texas
$106K -$27.2K 5 0.03% Reduced
4245
CWM
Cedar Wealth Management
California
$106K -$1.88K 2 0.03% Reduced
4246
MBFW
Morton Brown Family Wealth
Pennsylvania
$103K $0 1 0.04% Maintained
4247
TCM
TruNorth Capital Management
Michigan
$103K +$22.4K 3 0.03% Increased
4248
CCMI
Creative Capital Management Investments
California
$103K $0 3 0.05% Maintained
4249
DF
DecisionPoint Financial
Arizona
$102K $0 4 0.03% Maintained
4250
CCM
CAAS Capital Management
New York
$102K -$2.1M 1 0.03% Reduced