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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
FSA
Fort Sheridan Advisors
Illinois
$362K -$3.2K 1 0.24% Reduced
2302
LCM
LVM Capital Management
Michigan
$362K -$19.7K 1 0.08% Reduced
2303
SCM
Stonehearth Capital Management
Massachusetts
$362K -$21.1K 1 0.28% Reduced
2304
WA
Wealth Architects
California
$361K +$13.3K 1 0.11% Increased
2305
JSP
Jackson Square Partners
California
$360K $0 1 0% Maintained
2306
AAM
Autus Asset Management
Arizona
$359K $0 1 0.06% Maintained
2307
IC
InterOcean Capital
Illinois
$358K +$130K 1 0.03% Increased
2308
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$358K +$36K 11 0.18% Increased
2309
SAM
Strategy Asset Managers
California
$358K $0 1 0.08% Maintained
2310
ZF
Zhang Financial
Michigan
$358K $0 1 0.15% Maintained
2311
SWM
SVA Wealth Management
Wisconsin
$357K -$42.1K 1 0.03% Reduced
2312
SFPIA
Stevens First Principles Investment Advisors
California
$355K +$76.2K 3 0.21% Increased
2313
AC
Abbrea Capital
California
$353K -$22.6K 1 0.1% Reduced
2314
ACM
Aljian Capital Management
Nevada
$352K $0 1 0.3% Maintained
2315
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$352K $0 1 0.04% Maintained
2316
CIM
Contravisory Investment Management
Massachusetts
$352K -$6.7K 1 0.14% Reduced
2317
ACG
Allen Capital Group
Nebraska
$351K +$133 1 0.12% Increased
2318
CFA
Capstone Financial Advisors
Illinois
$350K +$29K 2 0.06% Increased
2319
HW
Hedeker Wealth
Illinois
$350K $0 1 0.26% Maintained
2320
WP
WealthSource Partners
California
$350K -$118K 1 0.08% Reduced
2321
CA
Claro Advisors
Massachusetts
$349K -$215K 2 0.35% Reduced
2322
NFG
Nadler Financial Group
Illinois
$347K +$1.12K 1 0.11% Increased
2323
DP
DSAM Partners
United Kingdom
$344K +$302K 1 0.05% New
2324
Mission Wealth Management
Mission Wealth Management
California
$344K +$329K 2 0.04% New
2325
SAM
Symphony Asset Management
California
$343K -$155K 1 0.09% Reduced