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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
Klingman & Associates
Klingman & Associates
New York
$426K +$401K 1 0.09% New
2202
NFG
Nadler Financial Group
Illinois
$426K +$1.12K 1 0.13% Increased
2203
LC
LCNB Corp
Ohio
$424K -$24.1K 1 0.37% Reduced
2204
FFC
First Financial Corp
Indiana
$423K -$767K 4 0.27% Reduced
2205
PHAM
Palisades Hudson Asset Management
Florida
$422K $0 1 0.23% Maintained
2206
MUS
Mitsubishi UFJ Securities
Japan
$421K +$333K 3 1.77% Increased
2207
DCM
Dimension Capital Management
Florida
$420K -$5.72K 1 0.26% Reduced
2208
UWM
USAdvisors Wealth Management
Minnesota
$416K +$367K 1 0.36% New
2209
Allworth Financial
Allworth Financial
California
$415K +$81.1K 9 0.03% Increased
2210
SIM
SSI Investment Management
California
$409K +$151K 2 0.03% Increased
2211
GBT
Grove Bank & Trust
Florida
$407K +$6.99K 8 0.18% Increased
2212
LI
LVZ Inc
Michigan
$407K $0 1 0.12% Maintained
2213
IAM
Integre Asset Management
New York
$401K +$378K 2 0.24% New
2214
ZF
Zhang Financial
Michigan
$398K $0 1 0.19% Maintained
2215
SIM
Sterling Investment Management
Arizona
$396K +$139 1 0.42% Increased
2216
WA
Wealth Architects
California
$393K -$4.44K 1 0.13% Reduced
2217
LFA
Legacy Financial Advisors
Kentucky
$390K +$356K 13 0.16% New
2218
PP
PrairieView Partners
Minnesota
$390K +$343K 1 0.11% New
2219
RIM
Regent Investment Management
Kentucky
$390K $0 1 0.13% Maintained
2220
FAM
Fortaleza Asset Management
Illinois
$388K -$268K 2 2.44% Reduced
2221
CBT
Central Bank & Trust
Kentucky
$387K +$200K 3 0.09% Increased
2222
Dakota Wealth Management
Dakota Wealth Management
Florida
$387K +$341K 1 0.21% New
2223
VST
Van Strum & Towne
California
$387K -$2.08K 1 0.26% Reduced
2224
MHIC
Marble Harbor Investment Counsel
Massachusetts
$384K $0 1 0.07% Maintained
2225
BCA
Bray Capital Advisors
Florida
$383K $0 1 0.18% Maintained