← 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
KIA
King Investment Advisors
Texas
$261K -$564K 1 1.77% Reduced
1952
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$261K +$27.7K 1 0.02% Increased
1953
AB
Atlas Brown
Kentucky
$260K +$76 1 0.11% Increased
1954
COI
Connable Office Inc
Michigan
$255K -$12.7K 2 0.08% Reduced
1955
Perpetual Ltd
Perpetual Ltd
Australia
$253K -$133K 1 0.03% Reduced
1956
CPP
Crow Point Partners
Massachusetts
$252K +$258K 2 0.04% Increased
1957
JMH
J.M. Hartwell
New York
$250K +$261K 1 0.06% New
1958
LNB
Ledyard National Bank
$249K -$9.38K 10 0.05% Reduced
1959
CAM
Concorde Asset Management
Michigan
$245K -$263K 1 0.41% Reduced
1960
CPA
Cowen Prime Advisors
New York
$245K -$56.8K 2 0.11% Reduced
1961
CL
CSS LLC
Illinois
$245K -$293K 1 0.01% Reduced
1962
CCM
Compton Capital Management
Rhode Island
$244K -$266K 1 0.09% Reduced
1963
AIM
Aspen Investment Management
Michigan
$243K -$230K 1 0.24% Reduced
1964
BWFA
Baltimore-Washington Financial Advisors
Maryland
$243K +$30.4K 6 0.08% Increased
1965
FG
Fiduciary Group
Georgia
$243K -$212K 1 0.08% Reduced
1966
BL
Bolton LP
Connecticut
$242K +$283K 1 0.04% New
1967
EP
Edgestream Partners
New Jersey
$242K +$252K 1 0.42% New
1968
FCM
Firsthand Capital Management
California
$242K $0 1 0.19% Maintained
1969
Pathstone Family Office
Pathstone Family Office
New Jersey
$242K $0 2 0.65% Maintained
1970
TCOO
Trust Company of Oklahoma
Oklahoma
$238K +$282K 1 0.14% New
1971
SWM
Stockman Wealth Management
Montana
$237K +$52.3K 1 0.2% Increased
1972
TNBTD
Trustmark National Bank Trust Department
Mississippi
$234K $0 1 0.03% Maintained
1973
MC
Miles Capital
Iowa
$232K -$356K 1 0.17% Reduced
1974
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$231K $0 1 0.01% Maintained
1975
AT
Argent Trust
Texas
$230K +$244K 1 0.26% New