← 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
2451
Perpetual Ltd
Perpetual Ltd
Australia
$203K $0 1 0.03% Maintained
2452
SWMG
Sanchez Wealth Management Group
Florida
$203K +$1.43K 1 0.22% Increased
2453
South Texas Money Management
South Texas Money Management
Texas
$203K -$1.84M 1 0.01% Reduced
2454
UIA
UBP Investment Advisors
Switzerland
$203K $0 1 0.21% Maintained
2455
RCC
Red Cedar Capital
Nebraska
$202K $0 1 0.2% Maintained
2456
Gradient Investments
Gradient Investments
Minnesota
$201K -$256K 4 0.01% Reduced
2457
CC
Claybrook Capital
Massachusetts
$200K +$208K 10 0.06% New
2458
WDL
Well Done LLC
Michigan
$200K +$208K 10 0.06% New
2459
CA
Centerpoint Advisors
Massachusetts
$198K +$2.75K 4 0.19% Increased
2460
SFPIA
Stevens First Principles Investment Advisors
California
$198K +$20.1K 3 0.13% Increased
2461
WVP
Worth Venture Partners
New Jersey
$197K +$66.3K 1 0.15% Increased
2462
AIP
Almanack Investment Partners
Pennsylvania
$191K -$12.9K 1 0.06% Reduced
2463
HFP
Holistic Financial Partners
Indiana
$188K +$8.66K 1 0.2% Increased
2464
LF
Lee Financial
Texas
$186K +$81.2K 5 0.05% Increased
2465
APW
Acima Private Wealth
Virginia
$181K +$185K 1 0.18% New
2466
ACM
AUA Capital Management
Pennsylvania
$181K $0 1 0.16% Maintained
2467
ECM
Empirical Capital Management
Tennessee
$181K +$227K 1 0.24% New
2468
LC
Lavaca Capital
Texas
$181K +$185K 3 0.18% New
2469
CWM
Catamount Wealth Management
Connecticut
$178K $0 1 0.12% Maintained
2470
KL
KWMG LLC
Kansas
$172K -$38.3K 6 0.05% Reduced
2471
Destination Wealth Management
Destination Wealth Management
California
$170K +$112K 3 0.01% Increased
2472
LFA
Legacy Financial Advisors
Kentucky
$170K -$75.7K 13 0.07% Reduced
2473
IMC Chicago
IMC Chicago
Illinois
$169K +$187K 1 0% New
2474
RA
Rational Advisors
New York
$168K -$966K 6 0.05% Reduced
2475
GWS
Glassman Wealth Services
Virginia
$166K -$1.9K 15 0.09% Reduced