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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
PBO
Peoples Bank (Ohio)
Ohio
$591K -$212K 1 0.32% Reduced
1902
PFSC
Peoples Financial Services Corp
Pennsylvania
$590K $0 3 0.33% Maintained
1903
AIM
Aspen Investment Management
Michigan
$589K $0 1 0.44% Maintained
1904
WA
WESPAC Advisors
California
$586K +$26.6K 1 0.39% Increased
1905
PAM
Peak Asset Management
Colorado
$583K $0 1 0.21% Maintained
1906
TF
Tompkins Financial
New York
$581K +$50.1K 5 0.14% Increased
1907
Tiedemann Advisors
Tiedemann Advisors
New York
$575K -$3.33M 1 0.05% Reduced
1908
UF
Univest Financial
Pennsylvania
$575K -$2.76K 1 0.24% Reduced
1909
ACP
Arcus Capital Partners
Georgia
$571K $0 2 0.3% Maintained
1910
QCI
Quaker Capital Investments
Pennsylvania
$569K $0 1 0.18% Maintained
1911
LCP
Legacy Capital Partners
Wisconsin
$567K -$330K 1 0.3% Reduced
1912
QOP
Quinn Opportunity Partners
Virginia
$567K +$283K 2 0.09% Increased
1913
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$566K -$799K 20 0.03% Reduced
1914
AF
Aldebaran Financial
$561K $0 1 0.39% Maintained
1915
RGC
Roberts, Glore & Co
Illinois
$559K -$31.8K 2 0.36% Reduced
1916
Belpointe Asset Management
Belpointe Asset Management
Nevada
$554K +$512K 1 0.13% New
1917
SCC
Steel Canyon Capital
Arizona
$549K -$1.35M 1 0.54% Reduced
1918
SFPIA
Stevens First Principles Investment Advisors
California
$549K +$326K 2 0.3% Increased
1919
RCA
Rex Capital Advisors
Rhode Island
$548K +$9.23K 1 0.43% Increased
1920
BCM
Bourgeon Capital Management
Connecticut
$543K $0 1 0.32% Maintained
1921
KB
Kimelman & Baird
New York
$542K $0 2 0.08% Maintained
1922
SBWM
Sunflower Bank Wealth Management
Arizona
$539K $0 1 0.2% Maintained
1923
ISB
Iowa State Bank
Iowa
$536K -$7.49K 1 0.25% Reduced
1924
LCM
LVM Capital Management
Michigan
$536K -$24.7K 2 0.13% Reduced
1925
SGI
Summit Global Investments
Utah
$536K +$38.1K 1 0.08% Increased