← 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
1801
IIC
Ironwood Investment Counsel
Arizona
$798K -$761K 2 0.32% Reduced
1802
AHB
Abner Herrman & Brock
New Jersey
$795K $0 1 0.14% Maintained
1803
SBL
Sargent Bickham Lagudis
Colorado
$794K -$2.37K 9 0.1% Reduced
1804
SFWA
Summit Financial Wealth Advisors
Louisiana
$793K -$124K 2 0.29% Reduced
1805
AZA
Arthur Zaske & Associates
Michigan
$790K $0 2 0.83% Maintained
1806
GPCM
Granite Point Capital Management
Massachusetts
$790K -$2.6M 1 0.17% Reduced
1807
IIC
Integrated Investment Consultants
Michigan
$785K -$65.8K 7 0.34% Reduced
1808
TC
Telemus Capital
Michigan
$785K -$151K 2 0.09% Reduced
1809
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$784K $0 1 0.31% Maintained
1810
Boston Financial Management
Boston Financial Management
Massachusetts
$783K $0 2 0.06% Maintained
1811
GEM
Global Endowment Management
North Carolina
$783K +$284K 2 0.11% Increased
1812
AWM
Altavista Wealth Management
North Carolina
$772K -$72.8K 1 0.37% Reduced
1813
AWA
ARS Wealth Advisors
Florida
$772K +$330K 1 0.3% Increased
1814
SC
Sasco Capital
Connecticut
$772K -$6.15M 1 0.03% Reduced
1815
KS
Karpas Strategies
Connecticut
$771K $0 1 0.34% Maintained
1816
BEAM
Baker Ellis Asset Management
Washington
$768K -$12.3K 2 0.2% Reduced
1817
FNBOH
First National Bank of Hutchinson
Kansas
$768K +$247K 2 0.48% Increased
1818
Penserra Capital Management
Penserra Capital Management
California
$768K +$252K 2 0.18% Increased
1819
HJMC
Hellman Jordan Management Company
Massachusetts
$766K +$660K 1 1.67% New
1820
BCM
Buckhead Capital Management
Georgia
$764K $0 1 0.16% Maintained
1821
MSFP
Mark Sheptoff Financial Planning
Connecticut
$764K -$596K 4 0.51% Reduced
1822
TL
Tirschwell & Loewy
New York
$764K -$25.9K 1 0.12% Reduced
1823
Balentine LLC
Balentine LLC
Georgia
$763K -$105K 7 0.06% Reduced
1824
BWA
BDO Wealth Advisors
Florida
$761K -$27.8K 5 0.38% Reduced
1825
SSP
Sapphire Star Partners
Washington
$761K -$114K 2 0.99% Reduced