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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
2076
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$250K +$106K 5 0.26% Increased
2077
PP
PagnatoKarp Partners
Virginia
$249K +$247K 1 0.07% New
2078
TTWM
TCV Trust & Wealth Management
Virginia
$248K -$65.8K 1 0.04% Reduced
2079
RPG
Risk Paradigm Group
Texas
$248K +$71K 2 0.27% Increased
2080
BBI
Baxter Bros Inc
Connecticut
$247K $0 1 0.08% Maintained
2081
JAM
JCIC Asset Management
Ontario, Canada
$246K +$240K 1 0.08% New
2082
GCMG
Gyroscope Capital Management Group
Florida
$244K -$70.9K 1 0.16% Reduced
2083
MCP
Mirador Capital Partners
California
$244K +$214K 1 0.2% New
2084
VWM
Venturi Wealth Management
Texas
$244K -$134K 1 0.07% Reduced
2085
RWM
RKL Wealth Management
Pennsylvania
$242K +$208K 1 0.12% New
2086
OFW
Omnia Family Wealth
Florida
$240K +$227K 11 0.12% New
2087
IAS
IMA Advisory Services
Colorado
$237K +$216K 1 0.15% New
2088
GAM
Gemmer Asset Management
California
$236K +$1.89K 17 0.12% Increased
2089
WA
Wealth Architects
California
$236K +$91 1 0.11% Increased
2090
MFBTD
MB Financial Bank - Trust Department
Illinois
$234K +$36K 3 0.02% Increased
2091
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$233K -$38K 1 0.19% Reduced
2092
GLA
Good Life Advisors
Pennsylvania
$233K +$222K 1 0.14% New
2093
HWA
HCR Wealth Advisors
California
$233K +$201K 1 0.12% New
2094
HR
Howe & Rusling
New York
$233K -$4.66M 13 0.05% Reduced
2095
ACP
Aveo Capital Partners
Colorado
$232K +$212K 1 0.07% New
2096
FBT
First Bankers Trust
Kentucky
$232K -$38.2K 1 0.13% Reduced
2097
AIL
AGF Investments LLC
Ontario, Canada
$231K +$203K 13 0.06% New
2098
RIM
Regent Investment Management
Kentucky
$230K $0 1 0.12% Maintained
2099
LCM
Legato Capital Management
California
$228K -$4.52M 2 4.12% Reduced
2100
AAM
Augustine Asset Management
Florida
$227K $0 1 0.17% Maintained