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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
PHAM
Palisades Hudson Asset Management
Florida
$377K $0 1 0.2% Maintained
2177
TWM
Titus Wealth Management
California
$377K +$415K 1 0.4% New
2178
BWA
Burt Wealth Advisors
Maryland
$376K -$27.2K 4 0.18% Reduced
2179
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$375K $0 1 0.02% Maintained
2180
CHA
Cooper/Haims Advisors
New York
$375K -$22.4K 1 0.28% Reduced
2181
WA
Wealth Architects
California
$365K +$27.6K 1 0.12% Increased
2182
PC
Port Capital
Illinois
$361K -$89.2K 1 0.05% Reduced
2183
NFG
Nadler Financial Group
Illinois
$360K +$1.03K 1 0.1% Increased
2184
VIA
Vantage Investment Advisors
Pennsylvania
$360K -$65.8K 5 0.09% Reduced
2185
DCM
Dimension Capital Management
Florida
$355K $0 1 0.2% Maintained
2186
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$353K $0 1 0.04% Maintained
2187
SIC
Shoker Investment Counsel
Ohio
$353K +$12.8K 2 0.26% Increased
2188
SCA
Sage Capital Advisors
South Dakota
$352K +$160K 1 0.25% Increased
2189
BFG
Beacon Financial Group
Texas
$349K -$91.7K 1 0.06% Reduced
2190
CA
Calton & Associates
Florida
$349K -$1.16M 1 0.1% Reduced
2191
NBG
Nancy B. Gardiner
$349K $0 1 1.04% Maintained
2192
VCM
Versant Capital Management
Arizona
$348K -$4.04K 29 0.15% Reduced
2193
ACG
Allen Capital Group
Nebraska
$345K +$20.6K 1 0.13% Increased
2194
AWM
Altium Wealth Management
New York
$344K +$38.8K 1 0.09% Increased
2195
BCM
Blume Capital Management
California
$344K -$11.1K 2 0.19% Reduced
2196
PIM
Provident Investment Management
Michigan
$343K -$432K 1 0.05% Reduced
2197
GC
Gilbert & Cook
Iowa
$341K -$22.1K 1 0.12% Reduced
2198
NG
Northstar Group
New York
$340K +$747 1 0.17% Increased
2199
SIM
Sterling Investment Management
Arizona
$340K $0 1 0.26% Maintained
2200
BCM
Breiter Capital Management
Florida
$339K -$77.2K 1 0.47% Reduced