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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
2201
DE
Diversified Enterprises
Delaware
$9.5M -$140K 7 0.46% Reduced
2202
BWM
Buckley Wealth Management
Nevada
$9.5M -$775K 2 2.35% Reduced
2203
AAG
Armstrong Advisory Group
Massachusetts
$9.47M -$271K 19 0.58% Reduced
2204
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$9.44M -$24.5K 2 0.37% Reduced
2205
CP
Clayton Partners
California
$9.44M -$177K 2 6.2% Reduced
2206
LAM
L2 Asset Management
Massachusetts
$9.43M -$2.23M 11 0.98% Reduced
2207
SHGA
Sand Hill Global Advisors
California
$9.42M -$567K 4 0.28% Reduced
2208
EPI
Eddie Patel Inc
Illinois
$9.42M -$978K 4 5.63% Reduced
2209
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$9.41M +$343K 9 0.38% Increased
2210
WCM
Windward Capital Management
California
$9.41M +$57.5K 2 0.71% Increased
2211
AWM
Aprio Wealth Management
Georgia
$9.38M +$558K 11 0.46% Increased
2212
Hills Bank & Trust
Hills Bank & Trust
Iowa
$9.38M -$94.4K 6 0.4% Reduced
2213
CPW
Cove Private Wealth
New York
$9.38M +$1.33M 4 1.81% Increased
2214
SBI Securities
SBI Securities
Japan
$9.33M +$1.36M 57 0.21% Increased
2215
AIC
Argus Investors Counsel
New York
$9.33M -$423K 3 7.18% Reduced
2216
KAS
KPP Advisory Services
Kentucky
$9.32M -$182K 5 1.18% Reduced
2217
ATIA
American Trust Investment Advisors
New Hampshire
$9.3M -$2.81M 3 4.59% Reduced
2218
FC
FCA Corp
Texas
$9.28M +$64.9K 4 2.28% Increased
2219
PIP
Palisades Investment Partners
California
$9.27M +$1.65M 1 2.64% Increased
2220
C
Certuity
Florida
$9.27M -$13.8K 10 0.46% Reduced
2221
SWM
Silverlake Wealth Management
Vermont
$9.26M -$204K 4 1.75% Reduced
2222
SouthState Corp
SouthState Corp
Florida
$9.25M -$279K 24 0.39% Reduced
2223
GWM
Graybill Wealth Management
Illinois
$9.25M -$43.8K 1 2.49% Reduced
2224
AC
Avestar Capital
New York
$9.25M +$455K 5 0.52% Increased
2225
SageView Advisory Group
SageView Advisory Group
California
$9.24M -$158K 10 0.3% Reduced