← All themes

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
2226
VST
Van Strum & Towne
California
$313K -$47.1K 1 0.22% Reduced
2227
OAMG
Odey Asset Management Group
United Kingdom
$312K -$3.42M 1 0.03% Reduced
2228
PL
Parkwood LLC
Ohio
$312K -$1.04M 1 0.05% Reduced
2229
SIAS
Shine Investment Advisory Services
Colorado
$310K +$57.9K 7 0.16% Increased
2230
SC
Stratford Consulting
Texas
$307K $0 1 0.11% Maintained
2231
PAS
Partnervest Advisory Services
California
$306K $0 1 0.14% Maintained
2232
FAM
Fortaleza Asset Management
Illinois
$303K -$127K 2 2.46% Reduced
2233
MVA
Mount Vernon Associates
Maryland
$302K $0 1 0.47% Maintained
2234
QC
QCM Cayman
Texas
$302K -$1.58M 1 1.4% Reduced
2235
LIC
Lodestar Investment Counsel
Illinois
$301K +$1.05K 1 0.03% Increased
2236
JFA
Johanson Financial Advisors
California
$300K +$3.44K 1 0.19% Increased
2237
Old Mission Capital
Old Mission Capital
Illinois
$300K -$74.5K 1 0.03% Reduced
2238
CWM
Chesapeake Wealth Management
Virginia
$298K -$390K 1 0.14% Reduced
2239
FBT
First Bankers Trust
Kentucky
$298K -$30.8K 1 0.15% Reduced
2240
ZF
Zhang Financial
Michigan
$298K $0 1 0.15% Maintained
2241
CVM
Cheviot Value Management
California
$297K +$149 1 0.15% Increased
2242
DLHL
Donald L. Hagan LLC
Florida
$297K -$115K 1 0.24% Reduced
2243
DC
Diametric Capital
Massachusetts
$296K -$3.27M 1 0.28% Reduced
2244
PP
PagnatoKarp Partners
Virginia
$296K $0 1 0.09% Maintained
2245
BCWM
Blue Chip Wealth Management
Florida
$295K +$94.9K 1 0.32% Increased
2246
JGIA
Jackson Grant Investment Advisers
Connecticut
$293K +$1.33K 2 0.2% Increased
2247
PWM
Paulson Wealth Management
Illinois
$293K -$2.99K 1 0.29% Reduced
2248
AIS
Accurate Investment Solutions
Pennsylvania
$291K -$3.74K 6 0.21% Reduced
2249
CF
Copperwynd Financial
Arizona
$291K +$8.86K 1 0.2% Increased
2250
SDJVC
St. Denis J. Villere & Co
Louisiana
$291K $0 1 0.02% Maintained