← All themes

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
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$246K -$34.9K 5 0.03% Reduced
2402
BCA
Bay Colony Advisors
Massachusetts
$245K -$41.6K 1 0.18% Reduced
2403
RMA
Roffman Miller Associates
Pennsylvania
$245K +$229K 1 0.02% New
2404
JSL
JT Stratford LLC
Georgia
$244K +$229K 1 0.13% New
2405
SKK
Shepherd Kaplan Krochuk
Massachusetts
$243K +$230K 1 0.11% New
2406
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$243K -$53K 2 0.09% Reduced
2407
WI
WBI Investments
New Jersey
$242K +$209K 1 0.04% New
2408
Plancorp LLC
Plancorp LLC
Missouri
$241K +$3.79K 1 0.07% Increased
2409
AMC
Asset Management Corp
Illinois
$240K $0 1 0.15% Maintained
2410
BCP
Berkeley Capital Partners
Georgia
$240K -$264K 1 0.15% Reduced
2411
ARG
Advisory Resource Group
Oklahoma
$239K -$1.05M 1 0.15% Reduced
2412
MLL
Moody Lynn & Lieberson
Massachusetts
$238K -$255K 1 0.03% Reduced
2413
FA
FCG Advisors
New Jersey
$237K -$19K 1 0.06% Reduced
2414
PTP
Platform Technology Partners
New York
$236K -$8.54K 1 0.17% Reduced
2415
Independent Financial Group
Independent Financial Group
California
$235K -$28.7K 1 0.05% Reduced
2416
AIM
Allen Investment Management
New York
$235K +$231K 1 0% New
2417
YWP
YorkBridge Wealth Partners
New York
$235K -$1.86K 1 0.11% Reduced
2418
AFC
AFT Forsyth & Company
Florida
$234K $0 1 0.2% Maintained
2419
EBSAM
Eubel Brady & Suttman Asset Management
Ohio
$234K +$230K 1 0.06% New
2420
MCA
Mercer Capital Advisers
New Jersey
$234K $0 3 0.15% Maintained
2421
EM
Excalibur Management
Massachusetts
$233K $0 1 0.16% Maintained
2422
GFS
GYL Financial Synergies
Connecticut
$233K +$198K 1 0.17% New
2423
SMH
Sanders Morris Harris
Texas
$233K -$118K 1 0.11% Reduced
2424
WQ
Wealth Quarterback
New Jersey
$233K -$144K 1 0.21% Reduced
2425
CGA
Crescent Grove Advisors
Illinois
$232K +$1.54K 1 0.05% Increased