← All themes

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
BBI
Baxter Bros Inc
Connecticut
$461K +$244K 2 0.17% Increased
1952
SAM
SignalPoint Asset Management
Missouri
$461K +$71.2K 1 0.21% Increased
1953
TBNY
Trustco Bank (New York)
New York
$461K -$4.61K 2 0.42% Reduced
1954
GGPS
Gary Goldberg Planning Services
New York
$460K -$116K 2 0.19% Reduced
1955
QIM
Quantitative Investment Management
Virginia
$460K -$111K 1 0.07% Reduced
1956
Coldstream Capital Management
Coldstream Capital Management
Washington
$459K -$314K 2 0.13% Reduced
1957
B
BancorpSouth
Mississippi
$458K -$1.02M 1 0.05% Reduced
1958
KIC
Keating Investment Counselors
Florida
$458K $0 1 0.23% Maintained
1959
SDJVC
St. Denis J. Villere & Co
Louisiana
$458K $0 1 0.02% Maintained
1960
HPBT
High Point Bank & Trust
North Carolina
$456K +$19.5K 3 0.15% Increased
1961
BSWMG
Barrington Strategic Wealth Management Group
Illinois
$454K +$15.6K 1 0.29% Increased
1962
BWFM
Bridgewater Wealth & Financial Management
Maryland
$454K +$483K 1 0.18% New
1963
BB
Bell Bank
North Dakota
$453K -$13.1K 1 0.31% Reduced
1964
FCT
Family Capital Trust
Massachusetts
$447K $0 1 0.23% Maintained
1965
PAM
Peak Asset Management
Colorado
$447K +$461K 1 0.24% New
1966
SG
Somerset Group
Minnesota
$447K $0 1 0.4% Maintained
1967
WIC
Wilkins Investment Counsel
Massachusetts
$442K $0 1 0.15% Maintained
1968
CL
CIM LLC
New York
$441K +$3.79K 1 0.21% Increased
1969
GIA
GHP Investment Advisors
Colorado
$441K -$57K 1 0.12% Reduced
1970
AMG National Trust Bank
AMG National Trust Bank
Colorado
$436K -$32.3K 1 0.04% Reduced
1971
Ballentine Partners
Ballentine Partners
Massachusetts
$435K +$195 1 0.05% Increased
1972
BCAM
Boston Common Asset Management
Massachusetts
$432K +$257K 1 0.02% Increased
1973
CCG
Cypress Capital Group
Florida
$431K -$38.9K 1 0.1% Reduced
1974
BRA
Bender Robert & Associates
California
$429K +$224K 2 0.28% Increased
1975
HIC
Harvey Investment Company
Kentucky
$426K $0 1 0.1% Maintained