← 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
4401
DF
Dunhill Financial
United Kingdom
$340K +$45K 12 0.09% Increased
4402
CWL
Causey Wealth LLC
Colorado
$339K $0 1 0.17% Maintained
4403
CCM
Cloud Capital Management
Washington
$338K +$324K 38 0.18% New
4404
LA
Lynch & Associates
Indiana
$338K $0 1 0.07% Maintained
4405
PWM
Penobscot Wealth Management
Maine
$336K -$23.1K 1 0.11% Reduced
4406
SWM
SilverOak Wealth Management
Minnesota
$336K -$17.1K 1 0.06% Reduced
4407
BFS
Burkett Financial Services
South Carolina
$335K +$14.2K 5 0.12% Increased
4408
CFO
Capitol Family Office
Oregon
$334K +$427 1 0.41% Increased
4409
NA
Note Advisors
New York
$334K $0 1 0.2% Maintained
4410
CWP
Core Wealth Partners
California
$334K $0 1 0.15% Maintained
4411
BCM
Boreal Capital Management
Florida
$334K -$12K 8 0.27% Reduced
4412
1L
10Elms LLP
Oklahoma
$334K $0 1 0.3% Maintained
4413
AWA
Aletheian Wealth Advisors
Washington
$334K -$5.12K 1 0.16% Reduced
4414
CA
Cresta Advisors
Texas
$333K $0 1 0.15% Maintained
4415
SA
Sylvest Advisors
Texas
$333K -$539K 1 0.18% Reduced
4416
AWM
Abound Wealth Management
Tennessee
$333K +$56.3K 20 0.08% Increased
4417
KPF
K2 Principal Fund
Ontario, Canada
$333K -$2.39M 1 0.03% Reduced
4418
JWM
Jessup Wealth Management
Ohio
$331K $0 1 0.12% Maintained
4419
GAM
Gemmer Asset Management
California
$330K +$6.4K 1 0.03% Increased
4420
GFG
Grantvest Financial Group
New Jersey
$329K $0 1 0.23% Maintained
4421
CAC
Certified Advisory Corp
Florida
$329K -$212K 1 0.03% Reduced
4422
EFMH
E Fund Management (HK)
Hong Kong
$329K +$301K 6 0.2% New
4423
PWMA
Pension & Wealth Management Advisors
Massachusetts
$326K -$11.9K 5 0.1% Reduced
4424
CWA
Clearview Wealth Advisors
Oregon
$325K -$8.87K 1 0.21% Reduced
4425
CNWM
Clay Northam Wealth Management
California
$325K -$5.98K 1 0.19% Reduced