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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
2326
HCM
Howland Capital Management
Massachusetts
$8.32M +$299K 3 0.3% Increased
2327
LBC
Lane Brothers & Co
Arizona
$8.32M -$452K 4 5.44% Reduced
2328
PCR
Potrero Capital Research
California
$8.3M -$2.8M 2 4.61% Reduced
2329
RCA
Resonant Capital Advisors
Wisconsin
$8.29M +$424K 10 0.4% Increased
2330
CFO
CVA Family Office
Colorado
$8.29M +$37.9K 41 0.75% Increased
2331
CG
Cynosure Group
Utah
$8.29M +$1.32M 6 1.25% Increased
2332
GLAM
Gardner Lewis Asset Management
Pennsylvania
$8.29M -$588K 3 1.85% Reduced
2333
CST
Charles Schwab Trust
Nevada
$8.28M +$207K 3 0.46% Increased
2334
CTA
Chesley Taft & Associates
Illinois
$8.28M +$372K 4 0.32% Increased
2335
HPM
Heights Point Management
New York
$8.27M +$2.51M 1 6.58% Increased
2336
BCM
Boltwood Capital Management
California
$8.27M -$192K 2 1.89% Reduced
2337
TWP
Tyche Wealth Partners
Texas
$8.27M -$80.4K 3 1.16% Reduced
2338
MFG
Menard Financial Group
Texas
$8.26M -$3.51K 4 4.5% Reduced
2339
CCA
Childress Capital Advisors
Texas
$8.25M -$105K 8 1.35% Reduced
2340
SW
SVB Wealth
Massachusetts
$8.23M -$691K 6 0.52% Reduced
2341
LFA
Legacy Financial Advisors
Kentucky
$8.22M +$185K 10 1% Increased
2342
IP
Ignite Planners
California
$8.22M -$431K 3 1.13% Reduced
2343
FA
Fagan Associates
New York
$8.2M +$90.1K 3 1.01% Increased
2344
LD
Lipe & Dalton
New York
$8.19M -$11.6K 4 3.81% Reduced
2345
CIAS
Capital Investment Advisory Services
North Carolina
$8.19M +$757K 5 0.51% Increased
2346
FCM
Fire Capital Management
California
$8.16M -$151K 3 3.32% Reduced
2347
IBOK
Independence Bank of Kentucky
Kentucky
$8.16M +$407K 10 0.92% Increased
2348
LA
LVW Advisors
New York
$8.12M +$1.04M 9 0.7% Increased
2349
CCG
Cypress Capital Group
Florida
$8.11M +$1.47M 4 0.76% Increased
2350
NPF
Norris Perne & French
Michigan
$8.1M -$7.31M 1 0.35% Reduced