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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
FBP
Flippin Bruce & Porter
Virginia
$362K -$63.9K 1 0.12% Reduced
1952
BOS
Bingham Osborn & Scarborough
California
$359K +$341K 1 0.05% New
1953
HCM
Highlander Capital Management
New Jersey
$358K -$9.15K 3 0.34% Reduced
1954
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$354K +$42.7K 1 0.05% Increased
1955
YCM
Yorkville Capital Management
New York
$354K -$25.6K 1 0.28% Reduced
1956
EA
Elm Advisors
California
$352K +$326K 1 0.34% New
1957
GIA
GHP Investment Advisors
Colorado
$351K +$10.4K 1 0.12% Increased
1958
RIM
Reliant Investment Management
Tennessee
$350K +$304K 1 0.34% New
1959
FNBSF
First National Bank Sioux Falls
South Dakota
$344K +$61.8K 3 0.9% Increased
1960
PM
Platinum Management
New York
$343K -$161K 1 0.5% Reduced
1961
CCP
Clarkston Capital Partners
Michigan
$342K +$322K 1 0.13% New
1962
VAM
Verity Asset Management
North Carolina
$342K +$322K 1 0.37% New
1963
DWT
Dorsey & Whitney Trust
South Dakota
$337K $0 1 0.09% Maintained
1964
AWA
Arete Wealth Advisors
Illinois
$334K +$315K 1 0.33% New
1965
BSWMG
Barrington Strategic Wealth Management Group
Illinois
$334K -$239K 1 0.22% Reduced
1966
Homrich & Berg
Homrich & Berg
Georgia
$334K +$310K 1 0.05% New
1967
IFS
Ifrah Financial Services
Arkansas
$331K -$19.1K 1 0.13% Reduced
1968
PC
Permit Capital
Pennsylvania
$327K $0 1 0.23% Maintained
1969
AGM
Alpine Global Management
New York
$326K +$306K 1 0.53% New
1970
AC
Alexandria Capital
Virginia
$324K +$43.4K 6 0.14% Increased
1971
HF
Hoxton Financial
West Virginia
$324K +$115K 5 0.14% Increased
1972
OA
Oak Associates
Ohio
$322K +$287K 1 0.03% New
1973
HHMI
Howard Hughes Medical Institute
Maryland
$319K -$131K 3 0.05% Reduced
1974
IIC
Ironwood Investment Counsel
Arizona
$319K +$1.02K 1 0.18% Increased
1975
Saba Capital Management
Saba Capital Management
New York
$311K +$289K 1 0.02% New