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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
2426
TCM
Texan Capital Management
Texas
$201K +$177K 1 0.13% New
2427
GCA
Gideon Capital Advisors
New York
$200K -$1.07M 1 0.18% Reduced
2428
OWA
One Wealth Advisors
California
$197K +$178K 8 0.16% New
2429
CAL
Capital Advisors Ltd
Ohio
$187K $0 1 0.06% Maintained
2430
MWM
MinichMacGregor Wealth Management
New York
$185K +$9.91K 3 0.14% Increased
2431
WC
Whitnell & Co
Illinois
$185K +$5.92K 4 0.08% Increased
2432
ACM
AUA Capital Management
Pennsylvania
$184K $0 1 0.17% Maintained
2433
Harvest Fund Management
Harvest Fund Management
China
$183K +$164K 2 0.03% New
2434
MFW
Mosaic Family Wealth
Missouri
$173K -$43.1K 4 0.06% Reduced
2435
FM
Forward Management
California
$171K -$3.62K 1 0.02% Reduced
2436
BI
Bramshill Investments
Florida
$169K +$160K 1 0.05% New
2437
WIC
Water Island Capital
New York
$169K -$214K 1 0.01% Reduced
2438
BCP
Blackhawk Capital Partners
Wisconsin
$166K +$157K 3 0.14% New
2439
ARMT
Amica Retiree Medical Trust
Rhode Island
$163K -$383K 2 0.12% Reduced
2440
QFA
Quattro Financial Advisors
Texas
$153K $0 1 0.04% Maintained
2441
H
Hexavest
Quebec, Canada
$149K $0 1 0% Maintained
2442
UMA
USA Mutuals Advisors
Texas
$147K +$146K 2 0.08% New
2443
CP
Corbenic Partners
Pennsylvania
$139K $0 1 0.17% Maintained
2444
IOOF
Independent Order of Foresters
Ontario, Canada
$137K -$55.3K 1 0.12% Reduced
2445
LCM
Liberty Capital Management
Michigan
$136K -$1.38M 2 0.07% Reduced
2446
VC
Vestor Capital
Illinois
$135K +$62.2K 2 0.03% Increased
2447
QC
QCM Cayman
Texas
$130K -$478K 1 0.54% Reduced
2448
Gradient Investments
Gradient Investments
Minnesota
$125K +$110K 7 0.01% New
2449
PR
Payden & Rygel
California
$124K $0 2 0.01% Maintained
2450
JAM
Jolley Asset Management
North Carolina
$123K -$6.93K 1 0.08% Reduced