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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
1926
FBFS
First Business Financial Services
Wisconsin
$366K -$189K 1 0.13% Reduced
1927
FCM
Firsthand Capital Management
California
$363K $0 1 0.19% Maintained
1928
AFG
Albion Financial Group
Utah
$360K -$312K 1 0.06% Reduced
1929
AWS
Aris Wealth Services
Pennsylvania
$358K +$12.8K 1 0.44% Increased
1930
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$357K $0 1 0.04% Maintained
1931
HL
HeadInvest LLC
Maine
$355K -$42.8K 1 0.14% Reduced
1932
TNBTD
Trustmark National Bank Trust Department
Mississippi
$355K -$202K 1 0.05% Reduced
1933
WA
WealthTrust-Arizona
Arizona
$355K -$27.9K 6 0.39% Reduced
1934
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$353K +$68.5K 1 0.03% Increased
1935
ABP
Arthur B. Page
$341K $0 1 0.34% Maintained
1936
ACM
Americafirst Capital Management
California
$338K +$375K 2 0.17% New
1937
BCM
Breithorn Capital Management
New York
$335K $0 1 0.22% Maintained
1938
SMC
Smith, Moore & Co
Missouri
$335K -$306K 1 0.19% Reduced
1939
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$334K -$441K 1 0.02% Reduced
1940
OA
Oxbow Advisors
Texas
$334K -$4M 1 0.05% Reduced
1941
BIM
Baldwin Investment Management
Pennsylvania
$332K -$669K 1 0.14% Reduced
1942
NL
NWAM LLC
Washington
$328K +$2.23K 1 0.12% Increased
1943
SIM
SSI Investment Management
California
$328K +$48.9K 1 0.03% Increased
1944
Everett Harris & Co
Everett Harris & Co
California
$326K $0 1 0.01% Maintained
1945
BAM
Berkshire Asset Management
Pennsylvania
$322K $0 1 0.06% Maintained
1946
MTC
McDaniel Terry & Co
Texas
$322K $0 1 0.08% Maintained
1947
IIC
Ironwood Investment Counsel
Arizona
$320K -$14.5K 1 0.17% Reduced
1948
JWA
JFS Wealth Advisors
Pennsylvania
$319K +$120K 4 0.06% Increased
1949
PHK
Point72 Hong Kong
Hong Kong
$318K +$336K 5 0.18% New
1950
SCP
Syntal Capital Partners
Texas
$318K +$20.8K 3 0.16% Increased