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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
5126
GCM
Gunpowder Capital Management
Maryland
$185K +$182K 4 0.14% New
5127
PP
PFS Partners
New Jersey
$182K -$1.78K 6 0.08% Reduced
5128
WA
Walsh & Associates
Florida
$181K +$187K 2 0.18% New
5129
WCM
Winthrop Capital Management
Indiana
$177K -$966 3 0.04% Reduced
5130
CB
Centennial Bank
Arkansas
$176K $0 2 0.07% Maintained
5131
IIM
IFC & Insurance Marketing
California
$175K +$174K 5 0.17% New
5132
EPAM
Evelyn Partners Asset Management
$174K -$30.5K 5 0.04% Reduced
5133
DWA
Delos Wealth Advisors
Texas
$171K +$21.9K 3 0.11% Increased
5134
DWM
Dogwood Wealth Management
Kansas
$171K +$17.6K 15 0.08% Increased
5135
TCM
Teza Capital Management
Illinois
$168K +$182K 1 0.54% New
5136
HHMI
Howard Hughes Medical Institute
Maryland
$165K +$24.1K 11 0.09% Increased
5137
BCM
Beartown Capital Management
Michigan
$165K +$156K 1 0.12% New
5138
AFC
Ares Financial Consulting
California
$164K +$167K 10 0.16% New
5139
AA
Auxano Advisors
Washington
$164K +$47.1K 1 0.03% Increased
5140
IA
IFS Advisors
Kansas
$164K +$45.9K 2 0.09% Increased
5141
GRIM
Greenhaven Road Investment Management
Connecticut
$163K $0 1 0.03% Maintained
5142
CRI
Commonwealth Retirement Investments
Virginia
$163K +$161K 7 0.05% New
5143
CAM
Clarity Asset Management
Iowa
$163K +$469 1 0.09% Increased
5144
VCMGDR
Vinland Capital Management Gestora de Recursos
Brazil
$158K -$224K 1 1.92% Reduced
5145
AAG
Accordant Advisory Group
Maryland
$156K $0 1 0.11% Maintained
5146
NWS
Nvest Wealth Strategies
Ohio
$156K +$155K 7 0.11% New
5147
MSWA
Marshall & Sterling Wealth Advisors
New York
$153K -$76.3K 5 0.1% Reduced
5148
HWP
Highline Wealth Partners
California
$152K +$5.66K 13 0.04% Increased
5149
CCMI
Creative Capital Management Investments
California
$152K $0 2 0.05% Maintained
5150
EPAM
Euro Pacific Asset Management
Puerto Rico
$150K +$17.7K 1 0.02% Increased