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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
2151
ALAM
Asahi Life Asset Management
Japan
$9.87M -$636K 2 5.58% Reduced
2152
CA
Clune & Associates
Illinois
$9.85M -$97.1K 3 1.49% Reduced
2153
HWMO
Heritage Wealth Management (Ohio)
Ohio
$9.85M +$8.13M 3 2.46% Increased
2154
LWAM
Legacy Wealth Asset Management
Minnesota
$9.83M -$260K 11 2.16% Reduced
2155
BO
Bank OZK
Arkansas
$9.82M +$116K 2 2.92% Increased
2156
BCP
Bluegrass Capital Partners
Florida
$9.8M +$5.34M 1 6.37% Increased
2157
HDIM
Hanson & Doremus Investment Management
Vermont
$9.79M -$123K 9 1% Reduced
2158
SAM
Secure Asset Management
Michigan
$9.79M +$286K 6 1.37% Increased
2159
GP
Gallo Partners
New Jersey
$9.75M -$5.12M 4 21.63% Reduced
2160
BA
BCM Advisors
Louisiana
$9.75M +$878 2 1.9% Increased
2161
MWM
Maridea Wealth Management
New York
$9.71M +$4.63M 8 1.05% Increased
2162
JIC
Joel Isaacson & Co
New York
$9.7M +$790K 8 0.28% Increased
2163
HT
Headlands Technologies
Illinois
$9.7M +$4.57M 11 1.03% Increased
2164
SM
Samjo Management
New York
$9.69M +$5.73M 2 3.31% Increased
2165
MWM
MOKAN Wealth Management
Kansas
$9.69M +$682K 4 3.7% Increased
2166
Donaldson Capital Management
Donaldson Capital Management
Indiana
$9.68M +$3.91M 6 0.28% Increased
2167
VOMP
Vision One Management Partners
Florida
$9.67M +$8.74M 1 3.48% New
2168
KCM
Kathmere Capital Management
Pennsylvania
$9.67M +$504K 9 0.51% Increased
2169
CAM
Cypress Asset Management
Texas
$9.67M +$383K 4 1.88% Increased
2170
QPW
Quantum Private Wealth
Florida
$9.66M -$1.15M 6 2.48% Reduced
2171
WIS
Wright Investors Service
Connecticut
$9.66M -$2.87M 3 2.64% Reduced
2172
WAG
Wilkerson Advisory Group
Missouri
$9.66M -$610K 12 2.97% Reduced
2173
FTA
Financial & Tax Architects
Missouri
$9.65M -$1.54M 1 2.03% Reduced
2174
VCM
Viewpoint Capital Management
Washington
$9.65M -$3.65M 2 4.91% Reduced
2175
FIC
FCG Investment Company
Tennessee
$9.64M +$5.66M 4 3.33% Increased