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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
2101
JFA
Johanson Financial Advisors
California
$240K -$3.56K 1 0.2% Reduced
2102
Avior Wealth Management
Avior Wealth Management
Nebraska
$238K +$13.6K 7 0.1% Increased
2103
LCM
Lucas Capital Management
New Jersey
$238K -$5.87K 1 0.17% Reduced
2104
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$237K $0 1 0.02% Maintained
2105
NCM
Novare Capital Management
North Carolina
$236K -$254K 1 0.05% Reduced
2106
BCA
Benchmark Capital Advisors
New York
$235K -$924K 1 0.19% Reduced
2107
HCA
Heck Capital Advisors
Wisconsin
$234K -$16.8K 1 0.14% Reduced
2108
CVM
Cheviot Value Management
California
$231K -$914 1 0.13% Reduced
2109
MCIA
Mountain Capital Investment Advisors
Colorado
$231K +$236K 4 0.23% New
2110
4IG
440 Investment Group
Kansas
$229K $0 1 0.18% Maintained
2111
IWA
IBEX Wealth Advisors
New Jersey
$228K -$12.6K 1 0.09% Reduced
2112
IGGA
Iron Gate Global Advisors
Utah
$227K +$215K 1 0.25% New
2113
BAM
Brave Asset Management
New Jersey
$226K +$214K 1 0.12% New
2114
SMH
Sanders Morris Harris
Texas
$226K +$213K 1 0.09% New
2115
WKWM
Walter & Keenan Wealth Management
Indiana
$225K +$212K 1 0.11% New
2116
WIC
Water Island Capital
New York
$225K +$239K 1 0.01% New
2117
CAM
Concorde Asset Management
Michigan
$223K -$28.6K 1 0.3% Reduced
2118
OFW
Omnia Family Wealth
Florida
$222K -$7.61K 11 0.11% Reduced
2119
SCM
Southport Capital Management
Tennessee
$221K +$209K 1 0.1% New
2120
BCM
Breithorn Capital Management
New York
$220K -$9.57K 1 0.16% Reduced
2121
CC
Cognios Capital
Kansas
$220K +$208K 1 0.08% New
2122
FUBT
First United Bank & Trust
Maryland
$219K +$1.66K 1 0.15% Increased
2123
GCIA
Gabelli & Co Investment Advisers
New York
$218K $0 1 0.02% Maintained
2124
PCMC
Paragon Capital Management (Colorado)
Colorado
$216K +$205K 1 0.1% New
2125
WFG
Windsor Financial Group
Minnesota
$216K -$14.1K 1 0.1% Reduced