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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
AWP
Ascent Wealth Partners
New York
$206K +$200K 1 0.11% New
2027
BFPW
BOK Financial Private Wealth
Colorado
$206K +$204K 1 0.03% New
2028
CC
Courier Capital
New York
$206K -$2.47K 1 0.04% Reduced
2029
KWMG
King Wealth Management Group
Florida
$206K -$81.6K 1 0.11% Reduced
2030
LNB
Ledyard National Bank
$206K -$45.7K 6 0.04% Reduced
2031
Bailard
Bailard
California
$205K +$203K 1 0.02% New
2032
CS
Comerica Securities
Michigan
$205K +$203K 1 0.04% New
2033
SCM
Salem Capital Management
Massachusetts
$205K $0 1 0.12% Maintained
2034
TCM
Traynor Capital Management
Pennsylvania
$204K -$36.3K 1 0.16% Reduced
2035
HM
Harvest Management
New York
$203K -$995K 1 0.15% Reduced
2036
NCM
Novare Capital Management
North Carolina
$201K +$204K 1 0.05% New
2037
GAM
Gould Asset Management
California
$200K +$197K 1 0.11% New
2038
JSAM
J. Safra Asset Management
New York
$194K -$1.23M 1 0.32% Reduced
2039
SIM
Strategic Investment Management
Virginia
$193K +$191K 1 0.1% New
2040
CA
CapWealth Advisors
Tennessee
$190K +$5.52K 3 0.05% Increased
2041
PIC
Portland Investment Counsel
Ontario, Canada
$189K +$41.2K 1 0.27% Increased
2042
DAL
David A. Lorber
$185K -$55.7K 1 1.17% Reduced
2043
GAM
Gemmer Asset Management
California
$182K +$5.67K 17 0.1% Increased
2044
ACC
Accident Compensation Corp
New Zealand
$178K -$1.33M 1 0.05% Reduced
2045
ACS
Archford Capital Strategies
Illinois
$170K +$171K 5 0.09% New
2046
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$169K $0 1 0.15% Maintained
2047
MFBTD
MB Financial Bank - Trust Department
Illinois
$169K -$9.39K 2 0.02% Reduced
2048
MWM
MinichMacGregor Wealth Management
New York
$165K +$36.4K 7 0.16% Increased
2049
Avior Wealth Management
Avior Wealth Management
Nebraska
$164K +$21.6K 5 0.07% Increased
2050
AWM
AllSquare Wealth Management
New York
$162K -$5.41K 2 0.16% Reduced