← 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
1901
BFG
Beacon Financial Group
Texas
$316K +$376K 1 0.08% New
1902
FNBSF
First National Bank Sioux Falls
South Dakota
$316K $0 3 1.03% Maintained
1903
VWM
Vector Wealth Management
Minnesota
$315K $0 1 0.25% Maintained
1904
AF
Affiance Financial
Minnesota
$311K +$105K 1 0.39% Increased
1905
ACP
Aviance Capital Partners
Florida
$311K -$1.26M 1 0.13% Reduced
1906
SBWM
Sunflower Bank Wealth Management
Arizona
$310K -$2.52K 1 0.11% Reduced
1907
BBI
Baxter Bros Inc
Connecticut
$309K $0 1 0.11% Maintained
1908
QCI
Quaker Capital Investments
Pennsylvania
$307K $0 1 0.18% Maintained
1909
LBG
Lloyds Banking Group
United Kingdom
$304K -$19.1K 1 2.25% Reduced
1910
ATIA
American Trust Investment Advisors
New Hampshire
$303K $0 1 0.35% Maintained
1911
AAM
Auxier Asset Management
Oregon
$303K $0 1 0.07% Maintained
1912
Global X Management Company
Global X Management Company
New York
$301K +$26.6K 14 0.02% Increased
1913
LWM
LBA Wealth Management
Florida
$300K -$62.5K 2 0.19% Reduced
1914
EAM
Evanson Asset Management
California
$299K $0 1 0.11% Maintained
1915
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$297K $0 1 0.21% Maintained
1916
CCM
CWH Capital Management
Washington
$295K -$8.02K 1 0.2% Reduced
1917
OC
Oakworth Capital
Alabama
$295K $0 5 0.16% Maintained
1918
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$293K -$917K 1 0.03% Reduced
1919
CIM
Contravisory Investment Management
Massachusetts
$292K $0 1 0.07% Maintained
1920
CCG
Cypress Capital Group
Florida
$291K +$7.65K 1 0.07% Increased
1921
BA
Bennicas & Associates
California
$288K $0 1 0.27% Maintained
1922
RIM
Regent Investment Management
Kentucky
$288K -$376K 1 0.16% Reduced
1923
ZF
Zhang Financial
Michigan
$288K +$48K 1 0.18% Increased
1924
BIC
Beach Investment Counsel
Pennsylvania
$287K -$11.7K 1 0.04% Reduced
1925
Homrich & Berg
Homrich & Berg
Georgia
$286K -$46.3K 1 0.03% Reduced