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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
IWMPD
Integrated Wealth Management (Palm Desert)
California
$294K -$36.4K 13 0.13% Reduced
1927
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$293K $0 1 0.01% Maintained
1928
LWAC
Laurel Wealth Advisors (California)
California
$292K +$296K 1 0.15% New
1929
Ronald Blue & Co
Ronald Blue & Co
Georgia
$292K -$48.2K 1 0.02% Reduced
1930
Pathstone Family Office
Pathstone Family Office
New Jersey
$291K $0 2 1.35% Maintained
1931
AIM
Advantage Investment Management
Iowa
$289K -$10.9K 9 0.15% Reduced
1932
EA
Elm Advisors
California
$288K $0 1 0.28% Maintained
1933
IC
InterOcean Capital
Illinois
$288K -$420K 1 0.09% Reduced
1934
CAM
Concorde Asset Management
Michigan
$284K +$33.6K 1 0.32% Increased
1935
COI
Connable Office Inc
Michigan
$284K +$27K 2 0.08% Increased
1936
DAM
Doheny Asset Management
California
$284K $0 1 0.14% Maintained
1937
IWA
Inspirion Wealth Advisors
Illinois
$284K $0 1 0.21% Maintained
1938
TWM
Torch Wealth Management
Ohio
$284K -$12.9K 1 0.21% Reduced
1939
PV
Private Vista
Illinois
$281K +$363K 2 0.13% New
1940
BP
BBR Partners
New York
$280K +$154K 2 0.04% Increased
1941
ES
Equitec Specialists
Illinois
$280K -$75.8K 1 0.1% Reduced
1942
OC
Oakworth Capital
Alabama
$280K -$30.2K 5 0.12% Reduced
1943
3C
361 Capital
Colorado
$277K +$286K 4 2.27% New
1944
Plancorp LLC
Plancorp LLC
Missouri
$277K $0 1 0.33% Maintained
1945
BC
Banced Corp
Illinois
$275K -$13.6K 1 0.49% Reduced
1946
Flossbach Von Storch
Flossbach Von Storch
Germany
$275K $0 1 0% Maintained
1947
ST
Sabal Trust
Florida
$272K +$280K 1 0.04% New
1948
ZB
Zions Bancorporation
Utah
$267K -$939K 9 0.05% Reduced
1949
DWA
Dorsey Wright & Associates
California
$265K -$1.4M 1 0.14% Reduced
1950
SRAM
Stone Ridge Asset Management
New York
$261K +$260K 1 0.88% New