← 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
2126
BCMO
Buckingham Capital Management (Ohio)
Ohio
$487K +$196K 1 0.1% Increased
2127
EP Wealth Advisors
EP Wealth Advisors
California
$483K +$448K 1 0.04% New
2128
NG
Northstar Group
New York
$482K +$92.8K 1 0.22% Increased
2129
LJHT
Laurie J. Hall Trustee
$481K +$4.06K 5 0.25% Increased
2130
GW & Wade
GW & Wade
Massachusetts
$479K +$283 1 0.05% Increased
2131
CAM
Concorde Asset Management
Michigan
$478K -$207K 1 0.47% Reduced
2132
NGA
Naples Global Advisors
Florida
$478K +$191K 1 0.13% Increased
2133
AF
Affiance Financial
Minnesota
$474K $0 1 0.31% Maintained
2134
TWM
Torch Wealth Management
Ohio
$473K +$141 2 0.28% Increased
2135
HCM
Hilton Capital Management
New York
$472K -$3.16K 3 0.07% Reduced
2136
HC
Henshaw Capital
Massachusetts
$472K -$421K 2 0.04% Reduced
2137
AC
Avestar Capital
New York
$471K +$68.7K 12 0.27% Increased
2138
HFA
High Falls Advisors
New York
$469K +$228K 2 0.16% Increased
2139
NPPM
North Point Portfolio Managers
Ohio
$469K $0 1 0.08% Maintained
2140
Waverton Investment Management
Waverton Investment Management
United Kingdom
$468K $0 1 0.02% Maintained
2141
MCM
MV Capital Management
Maryland
$467K -$29.8K 4 0.12% Reduced
2142
MA
MYDA Advisors
New York
$465K -$630K 1 0.25% Reduced
2143
ARMT
Amica Retiree Medical Trust
Rhode Island
$464K +$110K 3 0.38% Increased
2144
TF
TLWM Financial
Texas
$464K +$8.58K 1 0.27% Increased
2145
LB
Landmark Bank
Missouri
$459K $0 1 0.28% Maintained
2146
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$457K +$424K 1 0.52% New
2147
IAA
Ironsides Asset Advisors
North Carolina
$457K +$518K 1 0.14% New
2148
AWA
AmeriServ Wealth Advisors
Pennsylvania
$455K $0 1 0.57% Maintained
2149
One Capital Management
One Capital Management
California
$450K +$4.1K 1 0.08% Increased
2150
RNC Capital Management
RNC Capital Management
California
$450K $0 1 0.03% Maintained