← 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
1676
CT
Clearstead Trust
Maine
$966K +$238K 1 0.8% Increased
1677
WCM
Windward Capital Management
California
$966K +$50.2K 2 0.17% Increased
1678
Diversified Trust
Diversified Trust
Tennessee
$959K -$96.1K 2 0.07% Reduced
1679
HCM
Highline Capital Management
New York
$957K +$1.03M 1 0.03% New
1680
WA
WFG Advisors
Texas
$954K -$223K 17 0.25% Reduced
1681
CIA
Cascade Investment Advisors
Oregon
$953K -$2.27M 2 0.84% Reduced
1682
AZA
Arthur Zaske & Associates
Michigan
$952K +$212K 3 0.68% Increased
1683
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$952K +$966K 1 0.67% New
1684
SSG
Summit Securities Group
New York
$947K +$949K 3 0.27% New
1685
RQS
Ramsey Quantitative Systems
Kentucky
$946K +$239K 2 1.08% Increased
1686
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$942K +$733K 2 0.05% Increased
1687
WCA
Westover Capital Advisors
Delaware
$942K +$975K 1 0.63% New
1688
TFO
Tarbox Family Office
California
$940K +$2.07K 6 0.49% Increased
1689
1IA
1834 Investment Advisors
Wisconsin
$939K -$51.4K 1 0.18% Reduced
1690
ADL
Asset Dedication LLC
California
$935K -$11.7K 2 0.51% Reduced
1691
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$931K +$950K 1 0.62% New
1692
DI
DUMAC Inc
North Carolina
$931K $0 1 0.86% Maintained
1693
GHAM
Gilman Hill Asset Management
Connecticut
$931K -$4.87K 1 0.4% Reduced
1694
BFG
Barber Financial Group
Kansas
$930K +$309K 2 0.32% Increased
1695
NG
NatWest Group
United Kingdom
$926K -$18.9K 2 0.2% Reduced
1696
GFPC
Global Financial Private Capital
Florida
$925K +$957K 3 0.05% New
1697
JWA
JFS Wealth Advisors
Pennsylvania
$925K $0 4 0.25% Maintained
1698
AIA
Allegis Investment Advisors
Idaho
$924K +$266K 2 0.24% Increased
1699
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$920K -$95.1K 1 0.43% Reduced
1700
ATIA
American Trust Investment Advisors
New Hampshire
$915K +$43.6K 1 0.83% Increased