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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
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$438K -$629K 1 0.17% Reduced
1927
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$433K +$449K 1 0.02% New
1928
CNAM
Campbell Newman Asset Management
Wisconsin
$431K +$47.4K 1 0.08% Increased
1929
FL
Fort LP
Maryland
$431K +$28.3K 1 0.11% Increased
1930
WCM
Windsor Capital Management
Arizona
$429K -$303K 1 0.22% Reduced
1931
AIM
Advantage Investment Management
Iowa
$426K -$33K 11 0.17% Reduced
1932
SIM
Sonora Investment Management
Arizona
$423K +$18.1K 6 0.08% Increased
1933
MCG
Meru Capital Group
New York
$421K $0 1 0.13% Maintained
1934
CA
Corrado Advisors
New Jersey
$419K $0 1 0.24% Maintained
1935
MJP
Michael J. Puzo
$419K $0 1 0.23% Maintained
1936
ACM
Americafirst Capital Management
California
$418K -$186K 2 0.5% Reduced
1937
NBG
Nancy B. Gardiner
$418K -$27.1K 1 0.97% Reduced
1938
PIM
Partner Investment Management
California
$416K -$206K 2 0.51% Reduced
1939
AC
Alexandria Capital
Virginia
$415K +$32.5K 5 0.1% Increased
1940
Loews Corp
Loews Corp
New York
$414K $0 1 0% Maintained
1941
WI
Wintrust Investments
Illinois
$414K +$14.6K 1 0.12% Increased
1942
GEA
Glen Eagle Advisors
New Jersey
$414K +$52.5K 8 0.36% Increased
1943
RAM
Redmond Asset Management
Virginia
$413K +$445K 1 0.21% New
1944
VWM
Venturi Wealth Management
Texas
$409K +$157K 2 0.09% Increased
1945
OAMG
Odey Asset Management Group
United Kingdom
$408K -$4.5M 1 0.04% Reduced
1946
IWA
Inspirion Wealth Advisors
Illinois
$406K $0 1 0.23% Maintained
1947
FNBSF
First National Bank Sioux Falls
South Dakota
$403K -$11.8K 1 1.6% Reduced
1948
WIM
Wilen Investment Management
Florida
$403K -$19.8K 2 0.24% Reduced
1949
Clearstead Advisors
Clearstead Advisors
Ohio
$402K +$325 1 0.06% Increased
1950
ZB
Zions Bancorporation
Utah
$402K -$111K 7 0.08% Reduced