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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
1501
KJWM
Kiley Juergens Wealth Management
Washington
$22.2M -$391K 3 3.47% Reduced
1502
RW
Rockport Wealth
Ohio
$22.2M +$20.6M 2 3.72% Increased
1503
NPPM
North Point Portfolio Managers
Ohio
$22.1M -$595K 1 3.65% Reduced
1504
PCA
Peddock Capital Advisors
Massachusetts
$22.1M -$187K 6 4.41% Reduced
1505
LT
Legacy Trust
Michigan
$22.1M -$260K 6 3.9% Reduced
1506
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$22.1M +$5.22M 10 0.63% Increased
1507
JWM
JGP Wealth Management
Oregon
$22M +$57K 4 1.97% Increased
1508
CBB
Citizens Business Bank
California
$21.9M -$257K 3 3.31% Reduced
1509
HR
Howe & Rusling
New York
$21.9M -$21.8K 2 1.27% Reduced
1510
CCA
Cruiser Capital Advisors
Connecticut
$21.9M -$546K 4 13.5% Reduced
1511
HAS
HBW Advisory Services
California
$21.8M -$166K 5 1.97% Reduced
1512
DS
Dudley & Shanley
Florida
$21.8M +$12.2M 1 3.28% Increased
1513
MPA
Marvin & Palmer Associates
Delaware
$21.7M +$7.31M 3 13.68% Increased
1514
Pure Financial Advisors
Pure Financial Advisors
California
$21.7M +$1.38M 9 0.28% Increased
1515
GWMR
GC Wealth Management RIA
Massachusetts
$21.7M -$1.97M 9 1.25% Reduced
1516
STCG
Speece Thorson Capital Group
Minnesota
$21.6M -$405K 2 4.63% Reduced
1517
NP
Nilsine Partners
Colorado
$21.6M +$577K 7 1.5% Increased
1518
RWA
River Wealth Advisors
Pennsylvania
$21.6M -$383K 3 2.26% Reduced
1519
Giverny Capital
Giverny Capital
Quebec, Canada
$21.6M -$1.84M 1 0.73% Reduced
1520
RK
Rather & Kittrell
Tennessee
$21.6M -$72.8K 3 3.01% Reduced
1521
NorthRock Partners
NorthRock Partners
Minnesota
$21.5M +$119K 12 0.31% Increased
1522
AlTi Global
AlTi Global
New York
$21.5M +$1.08M 5 0.44% Increased
1523
BPC
Bearing Point Capital
Minnesota
$21.5M +$4.24M 4 2.9% Increased
1524
NICM
Neo Ivy Capital Management
New York
$21.4M +$12.3M 10 4.94% Increased
1525
ECM
EagleClaw Capital Management
Massachusetts
$21.4M -$456K 3 2.87% Reduced