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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
2376
GF
Goodman Financial
Texas
$210K $0 1 0.1% Maintained
2377
ACM
AUA Capital Management
Pennsylvania
$209K +$39.5K 1 0.18% Increased
2378
Klingman & Associates
Klingman & Associates
New York
$209K -$187K 1 0.05% Reduced
2379
FCMT
Founders Capital Management (Texas)
Texas
$206K +$14.5K 8 0.17% Increased
2380
BFC
Blue Fin Capital
Rhode Island
$205K -$24.3K 1 0.12% Reduced
2381
CPH
C Partners Holding
Switzerland
$205K -$53.7K 1 0.09% Reduced
2382
FA
FCG Advisors
New Jersey
$205K +$220K 1 0.07% New
2383
GLA
Good Life Advisors
Pennsylvania
$203K -$14.4K 1 0.07% Reduced
2384
MC
Montag & Caldwell
Georgia
$203K +$201K 1 0.01% New
2385
WDL
Well Done LLC
Michigan
$203K +$215K 9 0.06% New
2386
EA
Edge Advisors
Georgia
$202K -$22.7K 9 0.02% Reduced
2387
TMC
Trellus Management Company
Florida
$198K -$566K 1 0.36% Reduced
2388
CWM
Catamount Wealth Management
Connecticut
$196K $0 1 0.1% Maintained
2389
KA
Kaizen Advisory
Illinois
$191K -$774K 8 0.19% Reduced
2390
SCM
Silver Capital Management
New York
$189K -$93.3K 1 3.62% Reduced
2391
MWM
MinichMacGregor Wealth Management
New York
$174K -$316 3 0.14% Reduced
2392
PGWM
Parisi Gray Wealth Management
New Jersey
$173K -$28.2K 4 0.13% Reduced
2393
CAL
Capital Advisors Ltd
Ohio
$172K -$6.9K 1 0.06% Reduced
2394
RFM
Royal Fund Management
Florida
$164K -$58.8K 3 0.06% Reduced
2395
Harvest Fund Management
Harvest Fund Management
China
$162K -$8.58K 1 0.03% Reduced
2396
Gradient Investments
Gradient Investments
Minnesota
$158K +$44.6K 8 0.01% Increased
2397
CCA
Clearwater Capital Advisors
Illinois
$155K +$162K 6 0.03% New
2398
BA
Ballew Advisors
Mississippi
$152K +$162K 2 0.13% New
2399
VC
Vestor Capital
Illinois
$145K +$17.4K 2 0.03% Increased
2400
WC
Whitnell & Co
Illinois
$141K -$34.6K 5 0.06% Reduced