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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
FCB
First Command Bank
Texas
$533K -$116K 5 0.33% Reduced
1927
FCFS
First Command Financial Services
Texas
$533K -$116K 5 0.33% Reduced
1928
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$532K +$490K 2 0.05% New
1929
TWM
Torch Wealth Management
Ohio
$529K -$4.49K 2 0.35% Reduced
1930
HCM
Harvest Capital Management
New Hampshire
$519K $0 1 0.2% Maintained
1931
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$518K -$16.3K 4 0.04% Reduced
1932
Perpetual Ltd
Perpetual Ltd
Australia
$518K -$3.23M 1 0.07% Reduced
1933
FNBSF
First National Bank Sioux Falls
South Dakota
$516K -$5.18K 1 1.81% Reduced
1934
VC
Vicus Capital
Pennsylvania
$514K $0 1 0.1% Maintained
1935
AF
Affiance Financial
Minnesota
$512K $0 1 0.41% Maintained
1936
ZIM
ZPR Investment Management
Florida
$509K -$1.15M 1 0.77% Reduced
1937
TCAM
Turtle Creek Asset Management
Ontario, Canada
$508K +$69.3K 1 0.05% Increased
1938
TEC
Tiger Eye Capital
Tennessee
$505K -$7.35M 1 0.07% Reduced
1939
TCM
Tradition Capital Management
New Jersey
$505K $0 1 0.16% Maintained
1940
EMG
ETF Managers Group
New Jersey
$504K +$36.4K 9 0.04% Increased
1941
RNC Capital Management
RNC Capital Management
California
$502K $0 1 0.04% Maintained
1942
KWMG
King Wealth Management Group
Florida
$500K -$15.7K 1 0.19% Reduced
1943
SRSA
S.R. Schill & Associates
Washington
$500K -$5.87K 1 0.3% Reduced
1944
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$499K +$89.7K 1 0.04% Increased
1945
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$498K +$11.9K 1 2.35% Increased
1946
TFA
Toth Financial Advisory
Virginia
$498K +$9.21K 1 0.13% Increased
1947
GIM
Groesbeck Investment Management
New Jersey
$497K $0 1 0.36% Maintained
1948
SWA
SFMG Wealth Advisors
Texas
$497K -$2.11K 1 0.1% Reduced
1949
Clearstead Advisors
Clearstead Advisors
Ohio
$496K +$13.8K 1 0.06% Increased
1950
BT
Brandywine Trust
Delaware
$495K $0 1 0.44% Maintained