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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
1951
TCMG
TSP Capital Management Group
New Jersey
$400K +$436K 1 0.19% New
1952
GIA
GHP Investment Advisors
Colorado
$399K -$30.3K 1 0.1% Reduced
1953
FAM
Formidable Asset Management
Ohio
$398K +$10.9K 5 0.25% Increased
1954
ATIA
American Trust Investment Advisors
New Hampshire
$397K +$418K 1 0.4% New
1955
Gradient Investments
Gradient Investments
Minnesota
$396K -$12.7K 3 0.05% Reduced
1956
AAM
Aureus Asset Management
Massachusetts
$394K -$355K 1 0.08% Reduced
1957
CS
Credential Securities
$393K +$50.6K 1 0.25% Increased
1958
BIC
Beach Investment Counsel
Pennsylvania
$389K -$415K 1 0.04% Reduced
1959
KT
Kanaly Trust
Texas
$387K -$92.6K 11 0.08% Reduced
1960
CPA
Cowen Prime Advisors
New York
$384K -$119K 3 0.15% Reduced
1961
AI
ArchPoint Investors
Florida
$383K -$42.2K 2 0.24% Reduced
1962
MTC
McDaniel Terry & Co
Texas
$381K $0 1 0.1% Maintained
1963
FANJ
Financial Architects (New Jersey)
New Jersey
$378K -$413K 10 0.14% Reduced
1964
DAM
Doheny Asset Management
California
$377K $0 1 0.17% Maintained
1965
IMS
Index Management Solutions
Pennsylvania
$377K +$109K 13 0.35% Increased
1966
BA
Bennicas & Associates
California
$373K +$378K 1 0.31% New
1967
CCG
Cypress Capital Group
Florida
$370K -$23.6K 1 0.09% Reduced
1968
TAM
Taurus Asset Management
New York
$370K -$4.49M 1 0.07% Reduced
1969
VWM
Vector Wealth Management
Minnesota
$368K $0 1 0.29% Maintained
1970
EA
Elm Advisors
California
$367K $0 1 0.35% Maintained
1971
IWA
Inspirion Wealth Advisors
Illinois
$362K $0 1 0.27% Maintained
1972
Global X Management Company
Global X Management Company
New York
$359K +$54.8K 13 0.02% Increased
1973
LFR
Lehman Financial Resources
Pennsylvania
$358K +$12.9K 3 0.17% Increased
1974
YP
Yellowstone Partners
Idaho
$356K +$42.4K 1 0.16% Increased
1975
Pathstone Family Office
Pathstone Family Office
New Jersey
$355K +$389K 2 0.6% New