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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
CFMC
Curbstone Financial Management Corp
New Hampshire
$332K -$5.06K 1 0.2% Reduced
2027
NPPM
North Point Portfolio Managers
Ohio
$330K $0 1 0.06% Maintained
2028
YMRC
Yorktown Management & Research Company
Virginia
$329K $0 1 0.1% Maintained
2029
CPA
Capital Planning Advisors
California
$327K +$19K 1 0.14% Increased
2030
ACA
Ackerman Capital Advisors
Texas
$325K +$330K 1 0.14% New
2031
GC
Gilbert & Cook
Iowa
$325K +$5.87K 1 0.11% Increased
2032
IDBONY
Israel Discount Bank of New York
New York
$325K -$9.5K 6 0.26% Reduced
2033
LC
LCNB Corp
Ohio
$325K -$15.2K 1 0.32% Reduced
2034
HWA
HCR Wealth Advisors
California
$323K +$67.7K 1 0.16% Increased
2035
JSL
JT Stratford LLC
Georgia
$323K +$105K 1 0.23% Increased
2036
CIAS
Capital Investment Advisory Services
North Carolina
$320K -$67.3K 1 0.21% Reduced
2037
PPSG
Princeton Portfolio Strategies Group
New Jersey
$320K -$81K 1 0.09% Reduced
2038
Bailard
Bailard
California
$317K $0 1 0.03% Maintained
2039
WP
WealthSource Partners
California
$316K +$299K 1 0.11% New
2040
PIM
Partner Investment Management
California
$315K -$116K 1 0.42% Reduced
2041
CCMD
Cypress Capital Management (Delaware)
Delaware
$312K -$122K 1 0.07% Reduced
2042
GFPC
Global Financial Private Capital
Florida
$311K -$611K 1 0.02% Reduced
2043
LI
LVZ Inc
Michigan
$309K $0 1 0.11% Maintained
2044
WVP
Worth Venture Partners
New Jersey
$309K -$1.11M 1 0.27% Reduced
2045
PA
Probity Advisors
Texas
$308K -$1.41K 1 0.12% Reduced
2046
WPA
Winning Points Advisors
Florida
$307K +$3.86K 1 0.3% Increased
2047
SC
Stratford Consulting
Texas
$306K $0 1 0.13% Maintained
2048
CCM
Conatus Capital Management
Connecticut
$305K +$302K 1 0.03% New
2049
FAN
Financial Advisors Network
California
$305K -$4.98K 1 0.25% Reduced
2050
MBA
McQueen Ball & Associates
Pennsylvania
$305K $0 1 0.2% Maintained