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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
1801
Garde Capital
Garde Capital
Washington
$473K -$190K 1 0.15% Reduced
1802
Gilman Hill Asset Management
Gilman Hill Asset Management
Connecticut
$470K +$73.6K 1 0.18% Increased
1803
Zhang Financial
Zhang Financial
Michigan
$469K +$24.5K 1 0.26% Increased
1804
KFS
Kurt F. Somerville
$466K $0 1 0.1% Maintained
1805
WA1
Wimmer Associates 1
California
$466K -$584K 1 0.42% Reduced
1806
Baker Ellis Asset Management
Baker Ellis Asset Management
Washington
$463K $0 1 0.14% Maintained
1807
DCM
Dialectic Capital Management
Connecticut
$463K -$447K 1 0.29% Reduced
1808
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co
Massachusetts
$463K +$500K 1 0.1% New
1809
Element Capital Management
Element Capital Management
New York
$461K -$7.54M 1 0.08% Reduced
1810
Laurel Wealth Advisors (California)
Laurel Wealth Advisors (California)
California
$455K +$177K 2 0.22% Increased
1811
Westchester Capital Management (New York)
Westchester Capital Management (New York)
New York
$455K +$453K 1 0.01% New
1812
CI
Capital Innovations
Wisconsin
$452K $0 1 1.13% Maintained
1813
Coldstream Capital Management
Coldstream Capital Management
Washington
$452K +$206K 2 0.08% Increased
1814
Univest Financial
Univest Financial
Pennsylvania
$448K -$1.23K 1 0.2% Reduced
1815
MFP
Mosaic Financial Partners
California
$444K -$164K 1 0.27% Reduced
1816
CFP
Cornerstone Financial Partners
North Carolina
$438K $0 1 0.15% Maintained
1817
Mission Wealth Management
Mission Wealth Management
California
$437K +$345K 2 0.11% Increased
1818
Atwood & Palmer
Atwood & Palmer
Missouri
$436K +$4.42K 2 0.08% Increased
1819
Alexandria Capital
Alexandria Capital
Virginia
$432K -$525K 5 0.08% Reduced
1820
SFM
Signature Financial Management
Virginia
$432K +$194K 2 0.18% Increased
1821
Brandywine Trust
Brandywine Trust
Delaware
$430K $0 1 0.31% Maintained
1822
TWM
Torch Wealth Management
Ohio
$429K +$164 1 0.31% Increased
1823
Valley National Advisers
Valley National Advisers
Pennsylvania
$426K +$2.3K 8 0.22% Increased
1824
Raffa Wealth Management
Raffa Wealth Management
District of Columbia
$423K +$1.03K 15 0.23% Increased
1825
FNT
First Nebraska Trust
Nebraska
$421K $0 2 0.11% Maintained