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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
NPPM
North Point Portfolio Managers
Ohio
$383K $0 1 0.06% Maintained
2027
GEA
Glen Eagle Advisors
New Jersey
$383K -$67.5K 8 0.36% Reduced
2028
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$382K +$288K 4 0.03% Increased
2029
MCM
MV Capital Management
Maryland
$381K -$33.4K 4 0.11% Reduced
2030
ICM
IMS Capital Management
Oregon
$379K $0 1 0.24% Maintained
2031
GLI
Guardian Life Insurance
New York
$378K -$2.46K 7 0.06% Reduced
2032
AOWM
Alpha Omega Wealth Management
Virginia
$376K +$3.13K 4 0.19% Increased
2033
CIAS
Capital Investment Advisory Services
North Carolina
$375K +$2.65K 1 0.23% Increased
2034
PPSG
Princeton Portfolio Strategies Group
New Jersey
$372K $0 1 0.1% Maintained
2035
BWM
BigSur Wealth Management
Florida
$371K $0 2 0.37% Maintained
2036
GBT
Grove Bank & Trust
Florida
$371K +$15.2K 10 0.18% Increased
2037
LI
LVZ Inc
Michigan
$370K $0 1 0.12% Maintained
2038
AC
Alexandria Capital
Virginia
$369K -$13.9K 4 0.09% Reduced
2039
RWM
Raffa Wealth Management
District of Columbia
$368K -$10.1K 3 0.15% Reduced
2040
HJA
Hugh Johnson Advisors
New York
$366K +$157K 1 0.11% Increased
2041
CCMD
Cypress Capital Management (Delaware)
Delaware
$363K $0 1 0.08% Maintained
2042
RT
Rockland Trust
Massachusetts
$363K -$50K 1 0.05% Reduced
2043
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$362K -$2.44M 1 0.07% Reduced
2044
SWM
SVA Wealth Management
Wisconsin
$361K +$248K 2 0.04% Increased
2045
LC
LCNB Corp
Ohio
$357K -$17.9K 1 0.34% Reduced
2046
Global Retirement Partners
Global Retirement Partners
California
$356K -$45.3K 6 0.15% Reduced
2047
BFIM
Beese Fulmer Investment Management
Ohio
$352K +$14.4K 1 0.08% Increased
2048
CAM
Concorde Asset Management
Michigan
$348K +$50.5K 1 0.3% Increased
2049
LJHT
Laurie J. Hall Trustee
$347K $0 2 0.22% Maintained
2050
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$344K -$7.72M 1 0.02% Reduced