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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
4301
HWM
Horizons Wealth Management
North Carolina
$142K $0 2 0.11% Maintained
4302
BIM
Breakwater Investment Management
Washington
$141K -$5.52K 2 0.06% Reduced
4303
AAG
Accordant Advisory Group
Maryland
$140K $0 1 0.11% Maintained
4304
JSAM
J. Safra Asset Management
New York
$139K $0 2 0.01% Maintained
4305
CIAS
CBIZ Investment Advisory Services
Ohio
$138K +$16.4K 5 0.01% Increased
4306
SRAIM
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$138K +$126K 1 0.01% New
4307
KIG
Kessler Investment Group
Indiana
$138K $0 5 0.07% Maintained
4308
TLCM
Twin Lakes Capital Management
California
$137K $0 5 0.09% Maintained
4309
MIM
Meridiem Investment Management
United Kingdom
$136K $0 1 0% Maintained
4310
BMC
Bear Mountain Capital
Washington
$134K $0 1 0.05% Maintained
4311
VM
VPR Management
Texas
$133K $0 1 0.05% Maintained
4312
CWM
Cedar Wealth Management
California
$127K +$8.92K 2 0.04% Increased
4313
AFS
Annapolis Financial Services
Maryland
$125K +$35.1K 8 0.04% Increased
4314
MFG
Mendota Financial Group
Wisconsin
$124K -$27.1K 17 0.06% Reduced
4315
MBFW
Morton Brown Family Wealth
Pennsylvania
$122K +$7.9K 3 0.04% Increased
4316
CCMI
Creative Capital Management Investments
California
$118K $0 3 0.05% Maintained
4317
MTC
Matrix Trust Company
Colorado
$117K +$17.3K 6 0.02% Increased
4318
DMKJ
David M. Knott Jr
$116K $0 3 0.04% Maintained
4319
KSWA
Kathleen S. Wright Associates
Pennsylvania
$115K +$86.7K 3 0.05% Increased
4320
WFA
West Financial Advisors
Iowa
$112K +$3.02K 2 0.02% Increased
4321
CB
Centennial Bank
Arkansas
$110K -$31.8K 2 0.05% Reduced
4322
CCA
Criterion Capital Advisors
Tennessee
$110K $0 6 0.07% Maintained
4323
PCWA
Pacific Capital Wealth Advisors
California
$105K +$1.72K 8 0.02% Increased
4324
IA
IFS Advisors
Kansas
$105K +$54.7K 1 0.08% Increased
4325
RBC
Roble Belko & Company
Pennsylvania
$103K +$656 2 0.02% Increased