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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
1926
TAM
Taurus Asset Management
New York
$285K $0 1 0.06% Maintained
1927
TWM
Torch Wealth Management
Ohio
$285K -$644K 1 0.22% Reduced
1928
AIM
Advantage Investment Management
Iowa
$282K -$389K 9 0.16% Reduced
1929
HL
HeadInvest LLC
Maine
$282K -$35.2K 1 0.11% Reduced
1930
RMAM
Raab & Moskowitz Asset Management
New Jersey
$282K +$18.1K 1 0.18% Increased
1931
CCM
Catapult Capital Management
New York
$281K -$7.18M 1 0.11% Reduced
1932
EA
Elm Advisors
California
$280K $0 1 0.29% Maintained
1933
NG
Northstar Group
New York
$279K +$8.26K 1 0.23% Increased
1934
LFR
Lehman Financial Resources
Pennsylvania
$278K +$3.82K 3 0.14% Increased
1935
IMS
Index Management Solutions
Pennsylvania
$277K -$57.2K 12 0.27% Reduced
1936
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$277K -$73.4K 1 0.03% Reduced
1937
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$276K -$134K 1 0.45% Reduced
1938
IWA
Inspirion Wealth Advisors
Illinois
$276K $0 1 0.22% Maintained
1939
Waverly Advisors
Waverly Advisors
Alabama
$276K $0 4 0.19% Maintained
1940
BC
Banced Corp
Illinois
$275K +$289K 1 0.51% New
1941
LG
LaFleur & Godfrey
Michigan
$269K -$4.1M 1 0.08% Reduced
1942
WCM
Windward Capital Management
California
$269K -$286 1 0.07% Reduced
1943
NAM
NTV Asset Management
West Virginia
$268K -$12.7K 1 0.09% Reduced
1944
AAM
Aureus Asset Management
Massachusetts
$267K -$42.8K 1 0.07% Reduced
1945
Plancorp LLC
Plancorp LLC
Missouri
$267K +$312K 1 0.24% New
1946
Flossbach Von Storch
Flossbach Von Storch
Germany
$266K $0 1 0% Maintained
1947
BHA
Beech Hill Advisors
New York
$264K -$5.56M 1 0.17% Reduced
1948
KA
Kovack Advisors
Florida
$262K +$126K 1 0.18% Increased
1949
VC
Vicus Capital
Pennsylvania
$262K +$459 1 0.07% Increased
1950
GAM
Gemmer Asset Management
California
$261K +$73.3K 18 0.17% Increased