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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
TW
Transform Wealth
Colorado
$284K $0 1 0.12% Maintained
1927
MBT
Montecito Bank & Trust
California
$281K +$28.6K 1 0.12% Increased
1928
LPT
Legacy Private Trust
Wisconsin
$277K -$1.8K 1 0.04% Reduced
1929
SIM
Sterling Investment Management
Arizona
$276K +$82 1 0.4% Increased
1930
EP
Edinburgh Partners
United Kingdom
$275K $0 1 0.05% Maintained
1931
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$274K -$70.8K 1 0.04% Reduced
1932
CT
Chicago Trust
Illinois
$274K -$1.09M 1 0.12% Reduced
1933
MAS
Madden Advisory Services
Florida
$273K $0 1 0.17% Maintained
1934
NPPM
North Point Portfolio Managers
Ohio
$273K $0 1 0.05% Maintained
1935
Accredited Investors
Accredited Investors
Minnesota
$268K -$38.6K 1 0.07% Reduced
1936
ST
Sabal Trust
Florida
$268K -$91.1K 1 0.03% Reduced
1937
SIA
Starfire Investment Advisers
Michigan
$266K -$10.2K 1 0.16% Reduced
1938
BFIM
Beese Fulmer Investment Management
Ohio
$266K +$245K 1 0.07% New
1939
LCM
LVM Capital Management
Michigan
$266K +$200K 1 0.09% New
1940
WBG
Wharton Business Group
Pennsylvania
$266K -$596K 1 0.03% Reduced
1941
FC
Fayerweather Charles
$265K $0 1 0.37% Maintained
1942
PPSG
Princeton Portfolio Strategies Group
New Jersey
$265K $0 1 0.08% Maintained
1943
TTWM
TCV Trust & Wealth Management
Virginia
$265K +$254K 1 0.04% New
1944
TBNY
Trustco Bank (New York)
New York
$265K -$11.4K 1 0.31% Reduced
1945
DIS
Diversified Investment Strategies
Louisiana
$264K $0 1 0.26% Maintained
1946
LRIC
Long Road Investment Counsel
Michigan
$264K $0 1 0.2% Maintained
1947
IOOF
Independent Order of Foresters
Ontario, Canada
$263K $0 1 0.22% Maintained
1948
FBT
First Bankers Trust
Kentucky
$260K -$250K 1 0.15% Reduced
1949
LBG
Lloyds Banking Group
United Kingdom
$260K -$37.2K 1 2.34% Reduced
1950
GCMG
Gyroscope Capital Management Group
Florida
$259K +$276K 1 0.19% New