← 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
CPA
Clear Perspective Advisors
Illinois
$341K -$218K 1 0.25% Reduced
2227
MVA
Mount Vernon Associates
Maryland
$339K $0 1 0.5% Maintained
2228
AAM
Autus Asset Management
Arizona
$338K -$1.58K 1 0.06% Reduced
2229
CA
Corrado Advisors
New Jersey
$338K +$7.25K 1 0.22% Increased
2230
LIC
Lodestar Investment Counsel
Illinois
$338K $0 1 0.04% Maintained
2231
RG
Rikoon Group
New Mexico
$336K +$56.6K 1 0.12% Increased
2232
BCWM
Blue Chip Wealth Management
Florida
$334K +$1.41K 1 0.34% Increased
2233
CVM
Cheviot Value Management
California
$334K +$141 1 0.16% Increased
2234
GCMG
Gyroscope Capital Management Group
Florida
$334K $0 1 0.14% Maintained
2235
ZF
Zhang Financial
Michigan
$333K $0 1 0.16% Maintained
2236
JFA
Johanson Financial Advisors
California
$330K -$8.77K 1 0.19% Reduced
2237
LRIC
Long Road Investment Counsel
Michigan
$329K -$7.04K 1 0.22% Reduced
2238
MCF Advisors
MCF Advisors
Kentucky
$328K +$19.8K 5 0.06% Increased
2239
SDJVC
St. Denis J. Villere & Co
Louisiana
$327K $0 1 0.02% Maintained
2240
VFPI
Vantage Financial Partners (Illinois)
Illinois
$327K +$311K 1 0.21% New
2241
AIS
Accurate Investment Solutions
Pennsylvania
$326K -$5.39K 6 0.23% Reduced
2242
SIAS
Shine Investment Advisory Services
Colorado
$326K +$1.97K 8 0.17% Increased
2243
TFA
Transamerica Financial Advisors
Florida
$325K -$15.5K 3 0.07% Reduced
2244
NFG
Nadler Financial Group
Illinois
$324K -$59.9K 1 0.09% Reduced
2245
CBT
Central Bank & Trust
Kentucky
$323K -$78.6K 3 0.07% Reduced
2246
GGI
Godsey & Gibb Inc
Virginia
$322K +$336K 1 0.05% New
2247
HPC
Hobart Private Capital
North Carolina
$321K +$38K 1 0.25% Increased
2248
FBT
First Bankers Trust
Kentucky
$320K -$14.1K 1 0.15% Reduced
2249
DIM
DC Investments Management
Virginia
$319K -$335K 1 0.22% Reduced
2250
DLHL
Donald L. Hagan LLC
Florida
$319K $0 1 0.25% Maintained