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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
MMEA
MEAG MUNICH ERGO AssetManagement
Germany
$172K +$106K 1 0.11% Increased
2027
JAM
Jolley Asset Management
North Carolina
$165K +$12.3K 2 0.13% Increased
2028
YP
Yellowstone Partners
Idaho
$161K +$3.36K 1 0.06% Increased
2029
MSFP
Mark Sheptoff Financial Planning
Connecticut
$158K +$126K 2 0.12% Increased
2030
RPG
Risk Paradigm Group
Texas
$157K $0 2 0.12% Maintained
2031
Allworth Financial
Allworth Financial
California
$152K +$382 5 0.02% Increased
2032
CCM
Cribstone Capital Management
Maine
$151K -$23.7K 6 0.09% Reduced
2033
H
Hexavest
Quebec, Canada
$148K -$1.03M 1 0% Reduced
2034
MCA
Mercer Capital Advisers
New Jersey
$147K $0 3 0.12% Maintained
2035
VIA
Vantage Investment Advisors
Pennsylvania
$143K -$20.4K 5 0.06% Reduced
2036
WIC
Water Island Capital
New York
$135K +$134K 1 0.01% New
2037
GWS
Glassman Wealth Services
Virginia
$131K -$118K 6 0.11% Reduced
2038
KKAMG
Kernodle & Katon Asset Management Group
Arkansas
$131K +$5.32K 2 0.08% Increased
2039
IC
IKOS CIF
Cyprus
$130K -$115K 4 0.78% Reduced
2040
PAI
Pittenger & Anderson Inc
Nebraska
$130K -$11K 2 0.01% Reduced
2041
VIMU
Veritas Investment Management (UK)
United Kingdom
$128K +$129K 1 0.06% New
2042
AA
Apriem Advisors
California
$126K +$27.6K 4 0.04% Increased
2043
NCMG
NCM Capital Management Group
North Carolina
$118K $0 2 1.43% Maintained
2044
CBT
Central Bank & Trust
Kentucky
$114K $0 4 0.03% Maintained
2045
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$114K $0 4 0.15% Maintained
2046
KLWA
Kelly Lawrence W & Associates
California
$113K $0 2 0.02% Maintained
2047
SBA
Seven Bridges Advisors
New York
$110K -$130K 1 0.1% Reduced
2048
HWP
Hefty Wealth Partners
Indiana
$108K +$104K 2 0.08% New
2049
GEM
Global Endowment Management
North Carolina
$106K +$112K 1 0.02% New
2050
ACM
Armbruster Capital Management
New York
$103K $0 2 0.06% Maintained