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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
2301
WF
WoodTrust Financial
Wisconsin
$299K +$264K 1 0.16% New
2302
CW
Cobiz Wealth
Colorado
$298K +$262K 1 0.06% New
2303
SFWA
Summit Financial Wealth Advisors
Louisiana
$298K -$580K 1 0.1% Reduced
2304
CF
Copperwynd Financial
Arizona
$297K +$285K 1 0.22% New
2305
3AM
3D Asset Management
Connecticut
$296K $0 1 0.07% Maintained
2306
Granahan Investment Management
Granahan Investment Management
Massachusetts
$296K -$742K 1 0.02% Reduced
2307
Polen Capital Management
Polen Capital Management
Florida
$296K +$278K 1 0% New
2308
KCM
KSA Capital Management
New Jersey
$295K $0 1 0.57% Maintained
2309
PCMC
Paragon Capital Management (Colorado)
Colorado
$295K +$140 1 0.12% Increased
2310
AMG
Advisors Management Group
Wisconsin
$292K $0 1 0.15% Maintained
2311
NCM
Novare Capital Management
North Carolina
$292K -$98.1K 1 0.05% Reduced
2312
BPB
Badgley, Phelps & Bell
Washington
$289K -$6.93K 1 0.02% Reduced
2313
BFA
Benedict Financial Advisors
Georgia
$289K +$971 1 0.14% Increased
2314
QOP
Quinn Opportunity Partners
Virginia
$289K -$264K 1 0.05% Reduced
2315
Whitebox Advisors
Whitebox Advisors
Minnesota
$289K +$256K 1 0.01% New
2316
WPA
Winning Points Advisors
Florida
$288K -$139K 1 0.23% Reduced
2317
FNT
First Nebraska Trust
Nebraska
$288K $0 1 0.06% Maintained
2318
Gratus Capital
Gratus Capital
Georgia
$287K $0 1 0.04% Maintained
2319
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$285K +$248K 1 0.18% New
2320
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$285K $0 1 0.02% Maintained
2321
Grimes & Company
Grimes & Company
Massachusetts
$283K $0 1 0.03% Maintained
2322
LA
LVW Advisors
New York
$283K -$84K 1 0.08% Reduced
2323
CPH
C Partners Holding
Switzerland
$282K +$269K 1 0.12% New
2324
OFW
Omnia Family Wealth
Florida
$280K -$17.4K 10 0.13% Reduced
2325
RG
Rikoon Group
New Mexico
$280K $0 1 0.12% Maintained