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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
2176
PC
Port Capital
Illinois
$450K +$426K 1 0.06% New
2177
GEA
Glen Eagle Advisors
New Jersey
$450K +$21.2K 8 0.39% Increased
2178
AOWM
Alpha Omega Wealth Management
Virginia
$449K +$291 5 0.22% Increased
2179
RIM
Redwood Investment Management
Arizona
$449K +$428K 1 0.19% New
2180
HFA
High Falls Advisors
New York
$448K +$397K 2 0.16% New
2181
VCM
Virtue Capital Management
Tennessee
$443K +$427K 6 0.25% New
2182
FC
Fairpointe Capital
Illinois
$442K $0 1 0.01% Maintained
2183
PHK
Point72 Hong Kong
Hong Kong
$441K -$30.5K 18 0.34% Reduced
2184
GW & Wade
GW & Wade
Massachusetts
$440K +$7.21K 1 0.05% Increased
2185
One Capital Management
One Capital Management
California
$439K +$7.21K 1 0.09% Increased
2186
WIM
Wilen Investment Management
Florida
$438K -$61.3K 2 0.29% Reduced
2187
LJHT
Laurie J. Hall Trustee
$437K +$25.5K 3 0.25% Increased
2188
OC
Oakworth Capital
Alabama
$437K -$124K 6 0.1% Reduced
2189
BRA
Bender Robert & Associates
California
$436K +$386K 2 0.24% New
2190
NBG
Nancy B. Gardiner
$436K -$112K 1 1.22% Reduced
2191
AWM
Aevitas Wealth Management
Massachusetts
$435K +$388K 3 0.41% New
2192
CCM
Compton Capital Management
Rhode Island
$435K +$387K 2 0.19% New
2193
BCM
Blume Capital Management
California
$434K $0 2 0.22% Maintained
2194
RFG Advisory
RFG Advisory
Alabama
$434K +$110K 1 0.2% Increased
2195
AAM
American Asset Management
Florida
$432K +$207K 2 0.26% Increased
2196
BWA
Burt Wealth Advisors
Maryland
$432K -$37.3K 4 0.27% Reduced
2197
Lido Advisors
Lido Advisors
California
$432K +$384K 2 0.06% New
2198
NG
Northstar Group
New York
$431K +$50.2K 1 0.23% Increased
2199
WCA
Westover Capital Advisors
Delaware
$430K +$407K 1 0.24% New
2200
JT
Jump Trading
Illinois
$426K +$375K 1 0.06% New