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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
CC
Colrain Capital
Massachusetts
$317K -$214K 1 0.02% Reduced
1952
IOOF
Independent Order of Foresters
Ontario, Canada
$317K -$115K 1 0.32% Reduced
1953
AC
Alexandria Capital
Virginia
$316K +$14.3K 7 0.14% Increased
1954
EA
Elm Advisors
California
$314K -$1.71K 1 0.3% Reduced
1955
TNB
Thomasville National Bank
Georgia
$311K $0 1 0.12% Maintained
1956
HCM
Harvest Capital Management
New Hampshire
$310K $0 1 0.16% Maintained
1957
BT
Brandywine Trust
Delaware
$309K $0 1 0.3% Maintained
1958
RSS
Rosenblum Silverman Sutton
California
$309K +$348K 1 0.14% New
1959
HCM
Hilton Capital Management
New York
$308K $0 1 0.1% Maintained
1960
KAM
Kokusai Asset Management
Japan
$306K +$102K 3 0.45% Increased
1961
NPPM
North Point Portfolio Managers
Ohio
$305K $0 1 0.06% Maintained
1962
KL
Kinsight LLC
Alabama
$303K $0 1 0.17% Maintained
1963
NYLT
New York Life Trust
New York
$300K -$5.58K 2 1.24% Reduced
1964
PAAMCP
Pacific Alternative Asset Management Company (PAAMCO)
California
$298K -$2.32M 1 0.03% Reduced
1965
TB
Terril Brothers
Missouri
$298K +$310K 1 0.1% New
1966
ST
Sabal Trust
Florida
$297K $0 1 0.04% Maintained
1967
AWA
Arete Wealth Advisors
Illinois
$290K -$1.17K 1 0.22% Reduced
1968
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$288K +$293K 1 0.02% New
1969
JCM
Janney Capital Management
Pennsylvania
$288K -$248K 1 0.02% Reduced
1970
GOCM
Grey Owl Capital Management
Virginia
$287K +$285K 1 0.36% New
1971
KWMG
King Wealth Management Group
Florida
$287K +$1.27K 1 0.18% Increased
1972
RT
Reliance Trust
Georgia
$286K +$848 1 0.33% Increased
1973
CCS
Crosspoint Capital Strategies
California
$284K -$5.25M 3 0.21% Reduced
1974
PHIMC
Private Harbour Investment Management & Counsel
Ohio
$283K $0 1 0.17% Maintained
1975
HR
Howe & Rusling
New York
$282K +$21K 9 0.07% Increased