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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
GW & Wade
GW & Wade
Massachusetts
$503K +$535K 1 0.13% New
1927
Yacktman Asset Management
Yacktman Asset Management
Texas
$502K +$40K 1 0% Increased
1928
LNB
Ledyard National Bank
$499K -$7.63M 11 0.09% Reduced
1929
IC
Intersect Capital
California
$495K +$512K 6 0.41% New
1930
BOS
Bingham Osborn & Scarborough
California
$493K -$1.07K 2 0.06% Reduced
1931
SFT
Simmons First Trust
Arkansas
$492K +$501K 2 0.12% New
1932
DWT
Dorsey & Whitney Trust
South Dakota
$491K +$138K 2 0.13% Increased
1933
One Capital Management
One Capital Management
California
$491K -$116K 1 0.18% Reduced
1934
CFA
CT Financial Advisors
Pennsylvania
$491K +$512K 5 0.37% New
1935
WA
Winfield Associates
Ohio
$490K -$16.4K 2 0.36% Reduced
1936
EWM
Edge Wealth Management
New York
$487K +$438K 4 0.18% Increased
1937
OSNBOA
Old Second National Bank of Aurora
Illinois
$484K $0 2 0.21% Maintained
1938
WRM
Westport Resources Management
Connecticut
$482K -$6.67K 6 0.13% Reduced
1939
ACM
Afton Capital Management
North Carolina
$481K -$5.94M 1 0.89% Reduced
1940
HCM
Hutchinson Capital Management
California
$481K -$681 2 0.14% Reduced
1941
NES
New England Securities
New York
$479K -$130K 11 0.17% Reduced
1942
BO
Bank OZK
Arkansas
$478K -$43.6K 1 0.16% Reduced
1943
Brookfield Corp
Brookfield Corp
Ontario, Canada
$478K -$15M 6 0% Reduced
1944
MGAM
McGowan Group Asset Management
Texas
$476K +$483K 2 0.1% New
1945
MCM
Mengis Capital Management
Oregon
$476K +$488K 2 0.46% New
1946
PWAG
Polaris Wealth Advisory Group
California
$473K +$10.7K 1 0.1% Increased
1947
KBG
Kahn Brothers Group
New York
$471K $0 1 0.08% Maintained
1948
EI
EDMP Inc
Florida
$469K +$259 1 0.44% Increased
1949
Cannell & Spears
Cannell & Spears
New York
$465K -$402K 1 0.05% Reduced
1950
AB
Atlas Brown
Kentucky
$462K +$23.6K 1 0.13% Increased