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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
2026
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$286K $0 1 0.03% Maintained
2027
IAS
IMA Advisory Services
Colorado
$285K -$10K 1 0.14% Reduced
2028
ATC
Argent Trust Co
Tennessee
$281K -$42.5K 1 0.14% Reduced
2029
Choreo LLC
Choreo LLC
Illinois
$281K +$8.55K 1 0.07% Increased
2030
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$281K $0 1 0.01% Maintained
2031
TSS
Two Sigma Securities
New York
$281K +$301K 2 0.47% New
2032
ST
Sabal Trust
Florida
$276K +$21.1K 1 0.04% Increased
2033
SIA
Starfire Investment Advisers
Michigan
$276K $0 1 0.18% Maintained
2034
Waverly Advisors
Waverly Advisors
Alabama
$274K +$10.8K 4 0.17% Increased
2035
IT
Independence Trust
Tennessee
$271K -$62.3K 2 0.18% Reduced
2036
QC
QCM Cayman
Texas
$271K -$210K 2 0.1% Reduced
2037
AWA
AmeriServ Wealth Advisors
Pennsylvania
$270K +$31.1K 3 0.31% Increased
2038
GHAM
Gilman Hill Asset Management
Connecticut
$270K $0 1 0.13% Maintained
2039
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$268K -$77.1K 3 0.05% Reduced
2040
Advent Capital Management
Advent Capital Management
New York
$267K -$187K 1 0% Reduced
2041
MCWS
McKinley Carter Wealth Services
West Virginia
$267K $0 1 0.14% Maintained
2042
BCM
Breithorn Capital Management
New York
$266K $0 1 0.17% Maintained
2043
Grimes & Company
Grimes & Company
Massachusetts
$264K -$10.9K 1 0.04% Reduced
2044
HR
Howe & Rusling
New York
$263K +$33.8K 10 0.06% Increased
2045
PP
Pegasus Partners
Wisconsin
$263K +$267K 1 0.12% New
2046
DWT
Dorsey & Whitney Trust
South Dakota
$261K +$1.98K 1 0.07% Increased
2047
NPPM
North Point Portfolio Managers
Ohio
$261K $0 1 0.05% Maintained
2048
BWA
Burt Wealth Advisors
Maryland
$259K -$22.8K 2 0.28% Reduced
2049
TFA
Transamerica Financial Advisors
Florida
$257K +$9.29K 10 0.02% Increased
2050
TNB
Thomasville National Bank
Georgia
$256K -$228K 1 0.09% Reduced