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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
BFM
Broadview Financial Management
Wisconsin
$292K +$287K 1 0.26% New
2302
LCP
Legacy Capital Partners
Wisconsin
$291K -$157K 1 0.15% Reduced
2303
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$291K +$22K 6 0.19% Increased
2304
GAM
Gemmer Asset Management
California
$290K +$62.8K 21 0.09% Increased
2305
AC
Avestar Capital
New York
$289K -$30.9K 11 0.2% Reduced
2306
EP
Elkhorn Partners
Nebraska
$288K +$301K 1 0.19% New
2307
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$288K +$109K 1 0.04% Increased
2308
SCM
Smith Capital Management
Arkansas
$288K +$319K 1 0.24% New
2309
BOS
Bingham Osborn & Scarborough
California
$287K -$5.59K 1 0.03% Reduced
2310
BFPW
BOK Financial Private Wealth
Colorado
$287K +$35.9K 1 0.04% Increased
2311
CGA
Crescent Grove Advisors
Illinois
$287K -$3.99M 1 0.06% Reduced
2312
CBT
Central Bank & Trust
Kentucky
$286K +$1.95K 3 0.07% Increased
2313
PC
Port Capital
Illinois
$285K +$1.6K 1 0.04% Increased
2314
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$283K -$1.15M 1 0.06% Reduced
2315
NC
Noked Capital
Israel
$282K +$375K 1 0.24% New
2316
NI
Noked Israel
Israel
$282K +$375K 1 0.24% New
2317
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$281K -$17.6K 1 0.13% Reduced
2318
AFC
AFT Forsyth & Company
Florida
$280K -$19.3K 1 0.28% Reduced
2319
CIM
Contravisory Investment Management
Massachusetts
$279K +$42.2K 1 0.12% Increased
2320
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$279K +$48.7K 4 0.1% Increased
2321
AIS
Accurate Investment Solutions
Pennsylvania
$277K +$2.08K 6 0.25% Increased
2322
MTIM
Marathon Trading Investment Management
Pennsylvania
$277K +$325K 1 0.02% New
2323
Check Capital Management
Check Capital Management
California
$276K +$26K 1 0.01% Increased
2324
AWM
Affinity Wealth Management
Delaware
$275K +$282K 1 0.17% New
2325
FHC
First Heartland Consultants
Missouri
$275K -$333K 1 0.1% Reduced