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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
PFBT
Parkside Financial Bank & Trust
Missouri
$260K +$22.1K 13 0.13% Increased
1952
ZF
Zhang Financial
Michigan
$257K -$43.8K 1 0.15% Reduced
1953
MC
Miles Capital
Iowa
$256K +$3.46K 1 0.17% Increased
1954
AIM
Aspen Investment Management
Michigan
$253K $0 1 0.25% Maintained
1955
DWT
Dorsey & Whitney Trust
South Dakota
$249K +$255K 1 0.07% New
1956
AB
Atlas Brown
Kentucky
$248K +$20.1K 1 0.16% Increased
1957
WCA
Westover Capital Advisors
Delaware
$248K -$724K 1 0.21% Reduced
1958
CPA
Cowen Prime Advisors
New York
$245K -$7.74K 2 0.11% Reduced
1959
NG
Northstar Group
New York
$245K -$44.8K 1 0.19% Reduced
1960
LNB
Ledyard National Bank
$244K -$21.4K 10 0.04% Reduced
1961
AAM
Aureus Asset Management
Massachusetts
$243K -$35K 1 0.05% Reduced
1962
PAM
Premier Asset Management
Illinois
$242K -$112K 1 0.06% Reduced
1963
WI
WrapManager Inc
California
$242K +$241K 1 0.12% New
1964
ATIA
American Trust Investment Advisors
New Hampshire
$241K $0 1 0.27% Maintained
1965
Foresters Investment Management
Foresters Investment Management
New York
$241K -$7.49M 1 0% Reduced
1966
BCM
Basso Capital Management
Connecticut
$240K -$897K 1 0.04% Reduced
1967
CL
CSS LLC
Illinois
$240K -$24.4K 1 0.01% Reduced
1968
BCA
Bray Capital Advisors
Florida
$239K -$86K 1 0.15% Reduced
1969
WSC
Wellington Shields & Co
New York
$238K +$350 1 0.16% Increased
1970
BCM
Breithorn Capital Management
New York
$237K $0 1 0.16% Maintained
1971
BOS
Bingham Osborn & Scarborough
California
$235K $0 1 0.03% Maintained
1972
BFIM
Beese Fulmer Investment Management
Ohio
$233K -$405K 1 0.07% Reduced
1973
PHAM
Palisades Hudson Asset Management
Florida
$233K $0 1 0.2% Maintained
1974
SWM
Stockman Wealth Management
Montana
$233K -$11.5K 1 0.19% Reduced
1975
TBNY
Trustco Bank (New York)
New York
$233K -$5.52K 1 0.24% Reduced