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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
2401
SPFA
Summit Place Financial Advisors
New Jersey
$389K +$324K 1 0.62% New
2402
Perigon Wealth Management
Perigon Wealth Management
California
$387K -$343K 1 0.08% Reduced
2403
I
IberiaBank
Louisiana
$386K +$383K 1 0.04% New
2404
LRIC
Long Road Investment Counsel
Michigan
$386K $0 1 0.23% Maintained
2405
LA
Legacy Advisors
Pennsylvania
$384K +$362K 1 0.24% New
2406
SC
Stratford Consulting
Texas
$384K $0 1 0.13% Maintained
2407
QAM
QCI Asset Management
New York
$383K -$20.8M 8 0.03% Reduced
2408
LCM
LVM Capital Management
Michigan
$382K +$29.7K 1 0.08% Increased
2409
FCFC
First Citizens Financial Corp
Iowa
$381K +$360K 1 0.38% New
2410
WI
WrapManager Inc
California
$381K +$246K 1 0.12% Increased
2411
AWM
Aevitas Wealth Management
Massachusetts
$380K -$96.5K 1 0.36% Reduced
2412
CA
CapWealth Advisors
Tennessee
$380K -$77.4K 1 0.05% Reduced
2413
CCM
Crabel Capital Management
California
$380K +$359K 1 0.15% New
2414
GAAM
Guinness Atkinson Asset Management
California
$378K +$69K 1 0.27% Increased
2415
LBD
Landsberg Bennett & Dubbaneh
Florida
$378K -$1.08M 1 0.09% Reduced
2416
NBG
Nancy B. Gardiner
$377K $0 1 0.6% Maintained
2417
PP
Pegasus Partners
Wisconsin
$377K -$253K 1 0.12% Reduced
2418
LWPC
Legacy Wealth Partners (California)
California
$376K +$382K 1 0.27% New
2419
SG
StoneX Group
New York
$375K +$15.1K 1 0.15% Increased
2420
AIS
Accurate Investment Solutions
Pennsylvania
$371K -$3.42K 7 0.24% Reduced
2421
BDF
Balasa Dinverno & Foltz
$371K +$6.7K 1 0.04% Increased
2422
BWM
Buckley Wealth Management
Nevada
$371K -$365K 1 0.17% Reduced
2423
VPI
Value Partners Investments
Manitoba, Canada
$371K +$325K 1 0.05% New
2424
GC
GFG Capital
Florida
$368K +$348K 1 0.16% New
2425
RIM
Regent Investment Management
Kentucky
$366K $0 1 0.11% Maintained