← 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
1926
TWM
Torch Wealth Management
Ohio
$484K +$111K 2 0.33% Increased
1927
SGI
Summit Global Investments
Utah
$480K +$517K 1 0.14% New
1928
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$477K -$58K 9 0.24% Reduced
1929
TIP
Torray Investment Partners
Maryland
$476K +$515K 1 0.05% New
1930
Clearstead Advisors
Clearstead Advisors
Ohio
$474K +$16.7K 1 0.07% Increased
1931
PCP
Proficio Capital Partners
Massachusetts
$474K +$257K 19 0.2% Increased
1932
ISB
Iowa State Bank
Iowa
$469K -$40.6K 1 0.22% Reduced
1933
AVC
Arlington Value Capital
Utah
$467K -$2.95M 1 0.05% Reduced
1934
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$467K +$144K 3 0.04% Increased
1935
SBWM
Sunflower Bank Wealth Management
Arizona
$465K -$259K 1 0.16% Reduced
1936
KA
Kovack Advisors
Florida
$464K +$201K 1 0.15% Increased
1937
FANJ
Financial Architects (New Jersey)
New Jersey
$463K -$183K 11 0.08% Reduced
1938
Ronald Blue & Co
Ronald Blue & Co
Georgia
$463K -$5.57K 2 0.01% Reduced
1939
TBNY
Trustco Bank (New York)
New York
$463K +$184K 2 0.46% Increased
1940
IWA
Inspirion Wealth Advisors
Illinois
$461K $0 1 0.25% Maintained
1941
Financial Engines Advisors
Financial Engines Advisors
California
$460K -$42.7K 1 0.02% Reduced
1942
SFSG
Stearns Financial Services Group
North Carolina
$459K -$225K 1 0.11% Reduced
1943
TF
Tompkins Financial
New York
$457K +$69.2K 5 0.12% Increased
1944
CBN
Cadence Bank NA
Texas
$456K $0 1 0.21% Maintained
1945
CA
Corrado Advisors
New Jersey
$454K $0 1 0.25% Maintained
1946
FNBSF
First National Bank Sioux Falls
South Dakota
$449K -$16.3K 1 1.85% Reduced
1947
VWM
Venturi Wealth Management
Texas
$448K -$7.29K 2 0.1% Reduced
1948
KWMG
King Wealth Management Group
Florida
$446K +$102 1 0.18% Increased
1949
NME
Notis-McConarty Edward
$446K +$191K 2 0.29% Increased
1950
FDCC
Foster Dykema Cabot & Co
Massachusetts
$444K $0 1 0.08% Maintained