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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
1951
Pathstone Family Office
Pathstone Family Office
New Jersey
$5K -$112K 1 0.02% Reduced
1952
MBT
Monroe Bank & Trust
Michigan
$4K -$18K 1 0% Reduced
1953
EU
Emory University
Georgia
$3K $0 1 0% Maintained
1954
AIA
Alerus Investment Advisors
Minnesota
$1K $0 1 0% Maintained
1955
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$910 $0 1 0.14% Maintained
1956
TI
TT International
United Kingdom
$199 +$186 1 0.38% New
1957
3CP
3G Capital Partners
New York
$0 -$13.8M 0 – Closed
1958
AIA
Affinity Investment Advisors
California
$0 -$14.1M 0 – Closed
1959
AC
Alley Company
Illinois
$0 -$1.15M 0 – Closed
1960
AAA
Alpine Associates Advisors
New Jersey
$0 -$3.29M 0 – Closed
1961
APU
Alpine Partners USVI
U.S. Virgin Islands
$0 -$690K 0 – Closed
1962
AC
Andromeda Capital
New York
$0 -$613K 0 – Closed
1963
AA
Antipodean Advisors
New York
$0 -$39.2M 0 – Closed
1964
ACPU
Arrowgrass Capital Partners (US)
Delaware
$0 -$307K 0 – Closed
1965
ACM
Ashford Capital Management
Delaware
$0 -$7.83M 0 – Closed
1966
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$0 -$534K 0 – Closed
1967
AIM
Atlantic Investment Management
New York
$0 -$15.3M 0 – Closed
1968
BWM
Baystate Wealth Management
Massachusetts
$0 -$173K 0 – Closed
1969
BFIC
Bedell Frazier Investment Counselling
California
$0 -$5.41M 0 – Closed
1970
BCM
Brigade Capital Management
New York
$0 -$19.8M 0 – Closed
1971
CFA
Camarda Financial Advisors
Florida
$0 -$3K 0 – Closed
1972
CCT
Capital City Trust
Florida
$0 -$45K 0 – Closed
1973
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
Texas
$0 -$1.35M 0 – Closed
1974
Caxton Associates (New York)
Caxton Associates (New York)
New York
$0 -$62.9M 0 – Closed
1975
CS
Central Securities
New York
$0 -$1.74M 0 – Closed