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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
AHC
Adell Harriman & Carpenter
Texas
$288K -$81.8K 1 0.07% Reduced
2027
Ballentine Partners
Ballentine Partners
Massachusetts
$287K +$33.7K 1 0.02% Increased
2028
B
Bellecapital
Switzerland
$287K +$15.6K 1 0.27% Increased
2029
SWA
SFMG Wealth Advisors
Texas
$286K -$69.7K 1 0.06% Reduced
2030
NPPM
North Point Portfolio Managers
Ohio
$285K $0 1 0.05% Maintained
2031
Gratus Capital
Gratus Capital
Georgia
$284K $0 1 0.04% Maintained
2032
HWA
HCR Wealth Advisors
California
$283K +$6.57K 1 0.15% Increased
2033
GC
Gilbert & Cook
Iowa
$281K -$2.27K 1 0.12% Reduced
2034
YMRC
Yorktown Management & Research Company
Virginia
$281K $0 1 0.07% Maintained
2035
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$279K -$580K 1 0.05% Reduced
2036
One Capital Management
One Capital Management
California
$277K +$19.9K 1 0.09% Increased
2037
LRIC
Long Road Investment Counsel
Michigan
$276K $0 1 0.2% Maintained
2038
NIA
Northstar Investment Advisors
Colorado
$276K -$7.93M 1 0.06% Reduced
2039
Bailard
Bailard
California
$274K -$71K 1 0.02% Reduced
2040
Krilogy Financial
Krilogy Financial
Missouri
$274K $0 4 0.09% Maintained
2041
MCP
Mirador Capital Partners
California
$274K +$31.1K 1 0.2% Increased
2042
WCBA
Weaver C. Barksdale & Associates
Tennessee
$274K -$890K 10 0.32% Reduced
2043
ACP
Arcus Capital Partners
Georgia
$272K $0 1 0.17% Maintained
2044
PA
Probity Advisors
Texas
$272K -$7.48K 1 0.11% Reduced
2045
TBNY
Trustco Bank (New York)
New York
$272K -$11.4K 1 0.28% Reduced
2046
CPA
Capital Planning Advisors
California
$270K +$269K 1 0.13% New
2047
First Merchants Corp
First Merchants Corp
Indiana
$269K $0 1 0.07% Maintained
2048
CPA
Clear Perspective Advisors
Illinois
$268K -$12K 4 0.18% Reduced
2049
BCA
Bray Capital Advisors
Florida
$266K $0 1 0.15% Maintained
2050
HL
HeadInvest LLC
Maine
$266K -$23.8K 1 0.09% Reduced