← 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
2251
BFA
Beacon Financial Advisory
Ohio
$554K +$524K 1 0.47% New
2252
AC
Arjuna Capital
North Carolina
$553K +$522K 1 0.4% New
2253
SCM
Southport Capital Management
Tennessee
$553K +$143 2 0.22% Increased
2254
CIA
Capital Impact Advisors
Massachusetts
$550K $0 1 0.19% Maintained
2255
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$550K -$282K 6 0.05% Reduced
2256
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$549K -$1.03M 1 0.45% Reduced
2257
SCA
Sage Capital Advisors
South Dakota
$548K +$14.7K 1 0.35% Increased
2258
WLIM
White Lighthouse Investment Management
Massachusetts
$546K $0 1 0.2% Maintained
2259
RG
Raynor Geoffrey
$545K +$475K 1 7.98% New
2260
RI
Ridgewood Investments
New Jersey
$545K -$21.7K 1 0.39% Reduced
2261
Park Avenue Securities
Park Avenue Securities
New York
$543K +$81.5K 1 0.02% Increased
2262
JFA
JNBA Financial Advisors
Minnesota
$542K +$12.5K 4 0.1% Increased
2263
SIC
Shoker Investment Counsel
Ohio
$542K +$2.05K 3 0.36% Increased
2264
TBNY
Trustco Bank (New York)
New York
$542K -$27.9K 2 0.59% Reduced
2265
SNS Financial Group
SNS Financial Group
Minnesota
$539K +$22.2K 1 0.09% Increased
2266
AIC
Archer Investment Corporation
Indiana
$537K -$98.8K 4 0.28% Reduced
2267
IIC
Integrated Investment Consultants
Michigan
$536K +$215K 2 0.22% Increased
2268
Klingman & Associates
Klingman & Associates
New York
$536K $0 2 0.09% Maintained
2269
CMI
Clare Market Investments
Texas
$535K -$113K 1 0.39% Reduced
2270
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$535K +$3.13K 7 0% Increased
2271
LJHT
Laurie J. Hall Trustee
$535K +$925 5 0.25% Increased
2272
LMAM
Legg Mason Asset Management
Japan
$533K -$64.9K 1 0.57% Reduced
2273
MMM
Mendel Money Management
Illinois
$532K $0 1 0.46% Maintained
2274
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$529K +$77.2K 8 0.19% Increased
2275
VC
Vicus Capital
Pennsylvania
$526K -$164K 1 0.08% Reduced