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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
MCIA
Mountain Capital Investment Advisors
Colorado
$371K +$27K 1 0.36% Increased
2202
NBG
Nancy B. Gardiner
$370K -$3.59K 1 0.65% Reduced
2203
BCM
Beddow Capital Management
Wyoming
$369K $0 1 0.16% Maintained
2204
BCM
Blume Capital Management
California
$369K $0 2 0.19% Maintained
2205
SCA
Sage Capital Advisors
South Dakota
$368K +$11.3K 1 0.23% Increased
2206
GC
Gilbert & Cook
Iowa
$364K -$1.72K 1 0.11% Reduced
2207
WBG
Wharton Business Group
Pennsylvania
$363K $0 1 0.04% Maintained
2208
LCM
LVM Capital Management
Michigan
$362K -$250K 1 0.08% Reduced
2209
BBI
Baxter Bros Inc
Connecticut
$361K $0 1 0.09% Maintained
2210
MWPCG
Measured Wealth Private Client Group
New Hampshire
$361K +$347K 7 0.22% New
2211
GEM
Global Endowment Management
North Carolina
$360K -$351K 1 0.05% Reduced
2212
PIM
Provident Investment Management
Michigan
$359K -$5.39K 1 0.05% Reduced
2213
AFC
AFT Forsyth & Company
Florida
$358K $0 1 0.3% Maintained
2214
BW
Biegel & Waller
Maryland
$358K $0 1 0.21% Maintained
2215
BWM
BigSur Wealth Management
Florida
$358K +$43.8K 2 0.22% Increased
2216
AAM
American Asset Management
Florida
$354K +$3.14K 2 0.31% Increased
2217
MGAM
McGowan Group Asset Management
Texas
$354K $0 1 0.06% Maintained
2218
HW
Hedeker Wealth
Illinois
$353K $0 1 0.25% Maintained
2219
BOS
Bingham Osborn & Scarborough
California
$351K -$2.4K 1 0.03% Reduced
2220
Financial Engines Advisors
Financial Engines Advisors
California
$351K +$7.98K 2 0.01% Increased
2221
WI
WBI Investments
New Jersey
$351K -$2.82M 1 0.02% Reduced
2222
FGAM
Financial Gravity Asset Management
Texas
$344K -$125K 23 0.36% Reduced
2223
WP
WealthSource Partners
California
$344K -$93.5K 1 0.09% Reduced
2224
3AM
3D Asset Management
Connecticut
$343K $0 1 0.08% Maintained
2225
VCM
Versant Capital Management
Arizona
$343K -$14.7K 30 0.14% Reduced