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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
1901
FL
Fort LP
Maryland
$455K +$71.7K 1 0.13% Increased
1902
BAM
Brave Asset Management
New Jersey
$453K -$981K 1 0.29% Reduced
1903
MC
Miles Capital
Iowa
$453K +$245K 2 0.28% Increased
1904
KT
Kanaly Trust
Texas
$447K +$3.37K 11 0.09% Increased
1905
YWP
YorkBridge Wealth Partners
New York
$447K +$418K 8 0.26% New
1906
GS
Girard Securities
California
$446K +$191K 2 0.39% Increased
1907
AIM
Advantage Investment Management
Iowa
$445K +$39.8K 11 0.16% Increased
1908
RB
Rodgers Brothers
Pennsylvania
$445K -$318K 2 0.17% Reduced
1909
TAM
Taylor Asset Management
Ontario, Canada
$445K +$435K 1 0.13% New
1910
WIM
Weitz Investment Management
Nebraska
$445K -$54.7K 1 0.02% Reduced
1911
IH
IFC Holdings
Florida
$444K -$5.73M 2 0.04% Reduced
1912
BDF
Balasa Dinverno & Foltz
$443K +$41.4K 1 0.08% Increased
1913
TCM
Telos Capital Management
California
$443K +$210K 2 0.2% Increased
1914
GIM
Groesbeck Investment Management
New Jersey
$442K -$76.9K 1 0.35% Reduced
1915
SignatureFD
SignatureFD
Georgia
$441K -$486K 2 0.07% Reduced
1916
CA
Corrado Advisors
New Jersey
$440K $0 1 0.27% Maintained
1917
OC
Oakworth Capital
Alabama
$440K +$61.6K 6 0.14% Increased
1918
VCM
Versant Capital Management
Arizona
$439K -$30.8K 28 0.25% Reduced
1919
AIM
Aspen Investment Management
Michigan
$438K $0 1 0.33% Maintained
1920
BA
Birinyi Associates
Connecticut
$432K $0 1 0.24% Maintained
1921
PV
Private Vista
Illinois
$432K -$1.08M 2 0.13% Reduced
1922
AF
Affiance Financial
Minnesota
$425K $0 1 0.34% Maintained
1923
HCM
Harvest Capital Management
New Hampshire
$425K $0 1 0.19% Maintained
1924
UF
Univest Financial
Pennsylvania
$424K -$43.2K 1 0.18% Reduced
1925
BGC
Birch Grove Capital
New York
$423K -$378K 1 0.37% Reduced