← All themes

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
2051
GW & Wade
GW & Wade
Massachusetts
$342K +$230 1 0.04% Increased
2052
ICM
Ionic Capital Management
New York
$341K +$340K 1 0.01% New
2053
IDBONY
Israel Discount Bank of New York
New York
$341K +$15.8K 6 0.26% Increased
2054
NFG
Nadler Financial Group
Illinois
$341K +$1.11K 1 0.11% Increased
2055
One Capital Management
One Capital Management
California
$341K -$5.76K 1 0.07% Reduced
2056
SAM
SignalPoint Asset Management
Missouri
$341K +$315K 1 0.17% New
2057
PHAM
Palisades Hudson Asset Management
Florida
$338K $0 1 0.19% Maintained
2058
WVP
Worth Venture Partners
New Jersey
$337K $0 1 0.29% Maintained
2059
SIM
Sonora Investment Management
Arizona
$335K -$117K 7 0.06% Reduced
2060
PA
Probity Advisors
Texas
$332K +$18.6K 1 0.12% Increased
2061
SFSG
Stearns Financial Services Group
North Carolina
$332K -$185K 1 0.08% Reduced
2062
WP
WealthSource Partners
California
$332K -$32.2K 1 0.11% Reduced
2063
PCMM
Private Capital Management (Minnesota)
Minnesota
$327K +$321K 1 0.37% New
2064
GC
Gilbert & Cook
Iowa
$324K -$6.78K 1 0.12% Reduced
2065
WPA
Winning Points Advisors
Florida
$324K -$4.38K 1 0.28% Reduced
2066
WIC
Water Island Capital
New York
$323K +$37.5K 1 0.02% Increased
2067
NCM
Novare Capital Management
North Carolina
$319K +$41.3K 1 0.06% Increased
2068
OWD
Osborn Williams & Donohoe
Ohio
$317K +$293K 1 0.06% New
2069
WA
WealthTrust-Arizona
Arizona
$317K +$90.5K 3 0.16% Increased
2070
AMM
American Money Management
California
$316K +$806 1 0.21% Increased
2071
VCM
Versant Capital Management
Arizona
$315K -$74.3K 28 0.17% Reduced
2072
WA
Wealth Architects
California
$315K +$230 1 0.11% Increased
2073
SIM
Sterling Investment Management
Arizona
$313K $0 1 0.43% Maintained
2074
HL
HeadInvest LLC
Maine
$311K -$12.3K 1 0.1% Reduced
2075
RIM
Regent Investment Management
Kentucky
$309K $0 1 0.1% Maintained