← 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
2076
QC
QCM Cayman
Texas
$230K -$616K 1 0.11% Reduced
2077
FIG
Fusion Investment Group
Pennsylvania
$229K +$162K 1 0.2% Increased
2078
CFA
Capstone Financial Advisors
Illinois
$226K +$218K 1 0.16% New
2079
IAA
Ironsides Asset Advisors
North Carolina
$226K +$229K 1 0.07% New
2080
GSC
Ground Swell Capital
South Carolina
$224K +$221K 21 0.43% New
2081
MVA
Mount Vernon Associates
Maryland
$223K $0 1 0.57% Maintained
2082
JWA
JFS Wealth Advisors
Pennsylvania
$222K -$619K 4 0.04% Reduced
2083
WHI
William Harris Investors
Illinois
$222K $0 1 0.06% Maintained
2084
AF
Aldebaran Financial
$221K +$37.4K 1 0.17% Increased
2085
CWA
Constellation Wealth Advisors
New York
$220K -$6.46M 1 0.02% Reduced
2086
SFM
Signature Financial Management
Virginia
$220K +$105 1 0.17% Increased
2087
KAM
Kokusai Asset Management
Japan
$219K -$72.6K 3 0.3% Reduced
2088
BWM
Baystate Wealth Management
Massachusetts
$217K +$210K 1 0.07% New
2089
CFA
Cahill Financial Advisors
Minnesota
$217K +$209K 1 0.17% New
2090
NCMG
NCM Capital Management Group
North Carolina
$216K -$182K 2 2.51% Reduced
2091
NIC
Northwest Investment Counselors
Oregon
$215K -$8.24K 1 0.14% Reduced
2092
CCA
Cobblestone Capital Advisors
New York
$212K +$205K 1 0.04% New
2093
MJRIC
Mogy Joel R Investment Counsel
California
$209K +$202K 1 0.04% New
2094
VAM
Visionary Asset Management
Texas
$205K +$204K 7 0.05% New
2095
CA
Corrado Advisors
New Jersey
$204K $0 1 0.09% Maintained
2096
EIA
Edgemoor Investment Advisors
Maryland
$203K +$206K 1 0.03% New
2097
GS
Gagnon Securities
New York
$203K +$164K 1 0.07% New
2098
WCM
Wisconsin Capital Management
Wisconsin
$203K +$181K 1 0.07% New
2099
LWA
Lenox Wealth Advisors
New York
$183K +$85.3K 2 0.08% Increased
2100
SFPIA
Stevens First Principles Investment Advisors
California
$182K -$1.28M 1 0.1% Reduced