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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
PC
Permit Capital
Pennsylvania
$432K $0 1 0.27% Maintained
1952
VC
Vicus Capital
Pennsylvania
$432K -$2.31K 1 0.14% Reduced
1953
FNBSF
First National Bank Sioux Falls
South Dakota
$429K +$50.4K 3 1.1% Increased
1954
EAM
Evanson Asset Management
California
$426K $0 1 0.16% Maintained
1955
YCM
Yorkville Capital Management
New York
$423K $0 1 0.26% Maintained
1956
HL
HeadInvest LLC
Maine
$422K $0 1 0.17% Maintained
1957
MIM
Merion Investment Management
Florida
$420K $0 1 4.66% Maintained
1958
FUBT
First United Bank & Trust
Maryland
$419K -$133K 2 0.44% Reduced
1959
OA
Oak Associates
Ohio
$416K $0 1 0.05% Maintained
1960
CFA
Camarda Financial Advisors
Florida
$413K -$102K 2 0.28% Reduced
1961
Graham Capital Management
Graham Capital Management
Connecticut
$413K +$181K 1 0.01% Increased
1962
LWM
LBA Wealth Management
Florida
$408K -$523K 4 0.33% Reduced
1963
DWT
Dorsey & Whitney Trust
South Dakota
$407K -$10.5K 1 0.09% Reduced
1964
CL
CIM LLC
New York
$405K +$378K 1 0.2% New
1965
HIC
Harvey Investment Company
Kentucky
$405K -$239K 1 0.1% Reduced
1966
RC
Reik & Co
New York
$405K $0 1 0.14% Maintained
1967
TDC
Thompson Davis & Co
Virginia
$405K -$38.8K 12 0.58% Reduced
1968
MHS
M Holdings Securities
Oregon
$404K +$119K 1 0.26% Increased
1969
ACP
Aviance Capital Partners
Florida
$399K +$15.8K 1 0.16% Increased
1970
WSC
Wellington Shields & Co
New York
$397K $0 1 0.25% Maintained
1971
WA
WealthTrust-Arizona
Arizona
$396K -$66.6K 7 0.42% Reduced
1972
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$393K +$10.5K 1 0.04% Increased
1973
AB
Atlas Brown
Kentucky
$392K +$120K 1 0.19% Increased
1974
BCM
Breithorn Capital Management
New York
$385K -$3.12M 1 0.24% Reduced
1975
AWS
Aris Wealth Services
Pennsylvania
$382K +$21K 1 0.5% Increased