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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
TBNY
Trustco Bank (New York)
New York
$293K $0 1 0.29% Maintained
2027
ZF
Zhang Financial
Michigan
$291K -$199K 1 0.16% Reduced
2028
LPT
Legacy Private Trust
Wisconsin
$290K +$906 1 0.04% Increased
2029
LI
LVZ Inc
Michigan
$289K $0 1 0.11% Maintained
2030
Gratus Capital
Gratus Capital
Georgia
$288K $0 1 0.04% Maintained
2031
OC
Oarsman Capital
Wisconsin
$288K -$732K 1 0.19% Reduced
2032
SIM
Sterling Investment Management
Arizona
$288K +$91 1 0.41% Increased
2033
LRIC
Long Road Investment Counsel
Michigan
$285K -$5.57K 1 0.22% Reduced
2034
NPPM
North Point Portfolio Managers
Ohio
$285K $0 1 0.05% Maintained
2035
CPA
Clear Perspective Advisors
Illinois
$281K +$272K 5 0.19% New
2036
PCM
Pointe Capital Management
Michigan
$278K +$272K 1 0.16% New
2037
SIA
Starfire Investment Advisers
Michigan
$278K $0 1 0.16% Maintained
2038
PHAM
Palisades Hudson Asset Management
Florida
$278K $0 1 0.17% Maintained
2039
ST
Sabal Trust
Florida
$278K -$1.36K 1 0.03% Reduced
2040
Lido Advisors
Lido Advisors
California
$277K +$253K 1 0.07% New
2041
NFG
Nadler Financial Group
Illinois
$277K +$252K 1 0.1% New
2042
CC
Courier Capital
New York
$276K +$22.7K 1 0.05% Increased
2043
DIS
Diversified Investment Strategies
Louisiana
$276K $0 1 0.29% Maintained
2044
EA
Edge Advisors
Georgia
$276K +$267K 10 0.04% New
2045
PPSG
Princeton Portfolio Strategies Group
New Jersey
$276K $0 1 0.09% Maintained
2046
TPWA
TRUE Private Wealth Advisors
Oregon
$275K $0 1 0.07% Maintained
2047
HL
HeadInvest LLC
Maine
$274K -$4.7K 1 0.1% Reduced
2048
Krilogy Financial
Krilogy Financial
Missouri
$274K +$18.8K 4 0.09% Increased
2049
GBT
Grove Bank & Trust
Florida
$273K +$161K 9 0.21% Increased
2050
BSB
Bangor Savings Bank
Maine
$272K +$14.1K 1 0.06% Increased