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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
CBN
Cadence Bank NA
Texas
$401K -$37.4K 1 0.18% Reduced
1952
BCP
Blue Chip Partners
Michigan
$400K -$1.25M 1 0.15% Reduced
1953
WC
Wynnefield Capital
New York
$400K $0 1 0.15% Maintained
1954
ZF
Zhang Financial
Michigan
$398K -$64.7K 1 0.2% Reduced
1955
AF
Affiance Financial
Minnesota
$390K -$35.9K 1 0.3% Reduced
1956
JFA
JNBA Financial Advisors
Minnesota
$390K -$3.01K 4 0.09% Reduced
1957
WA
WESPAC Advisors
California
$386K -$249K 1 0.45% Reduced
1958
KWMG
King Wealth Management Group
Florida
$385K +$7.67K 1 0.16% Increased
1959
RIM
Rampart Investment Management
Connecticut
$385K -$716K 7 0.14% Reduced
1960
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$383K +$53.8K 2 0.03% Increased
1961
VC
Vicus Capital
Pennsylvania
$383K +$28.4K 1 0.08% Increased
1962
CCMD
Cypress Capital Management (Delaware)
Delaware
$381K $0 1 0.1% Maintained
1963
EA
Elm Advisors
California
$381K -$205K 1 0.32% Reduced
1964
Gradient Investments
Gradient Investments
Minnesota
$379K +$279K 6 0.03% Increased
1965
LC
Lincoln Capital
Nebraska
$379K $0 1 0.26% Maintained
1966
Global Retirement Partners
Global Retirement Partners
California
$377K +$13.9K 7 0.21% Increased
1967
VCM
Versant Capital Management
Arizona
$375K -$41.4K 28 0.21% Reduced
1968
WCM
Washington Capital Management
Washington
$371K $0 1 0.43% Maintained
1969
NWP
Northstar Wealth Partners
Connecticut
$367K +$368K 1 0.34% New
1970
BIC
Beach Investment Counsel
Pennsylvania
$366K -$259K 1 0.04% Reduced
1971
TFA
Toth Financial Advisory
Virginia
$362K -$519K 1 0.1% Reduced
1972
CFN
Cordasco Financial Network
Florida
$357K $0 2 0.41% Maintained
1973
PPSG
Princeton Portfolio Strategies Group
New Jersey
$357K +$80.7K 2 0.11% Increased
1974
DLHL
Donald L. Hagan LLC
Florida
$355K -$15.8K 1 0.34% Reduced
1975
NWM
Northwest Wealth Management
Iowa
$353K +$108 1 0.33% Increased