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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
BCM
Breithorn Capital Management
New York
$257K $0 1 0.19% Maintained
1952
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$257K $0 1 0.02% Maintained
1953
ICM
Ionic Capital Management
New York
$255K +$234K 1 0.01% New
1954
Homrich & Berg
Homrich & Berg
Georgia
$254K +$4.17K 1 0.02% Increased
1955
JFA
Johanson Financial Advisors
California
$253K -$157K 1 0.27% Reduced
1956
LI
LVZ Inc
Michigan
$251K $0 1 0.1% Maintained
1957
RIA
Regal Investment Advisors
Michigan
$248K +$229K 1 0.07% New
1958
Waverly Advisors
Waverly Advisors
Alabama
$247K $0 1 0.1% Maintained
1959
SC
Stratford Consulting
Texas
$246K $0 1 0.11% Maintained
1960
KWMG
King Wealth Management Group
Florida
$245K +$3.44K 1 0.12% Increased
1961
NG
Northstar Group
New York
$243K -$31.9K 1 0.17% Reduced
1962
CC
Courier Capital
New York
$242K $0 1 0.05% Maintained
1963
Yacktman Asset Management
Yacktman Asset Management
Texas
$242K $0 1 0% Maintained
1964
GS
Girard Securities
California
$240K -$127K 1 0.25% Reduced
1965
HL
HeadInvest LLC
Maine
$237K $0 1 0.08% Maintained
1966
Krilogy Financial
Krilogy Financial
Missouri
$236K +$1.93K 5 0.07% Increased
1967
MFW
Mosaic Family Wealth
Missouri
$235K -$286K 9 0.11% Reduced
1968
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$233K $0 1 0.17% Maintained
1969
Gratus Capital
Gratus Capital
Georgia
$233K $0 1 0.03% Maintained
1970
NME
Notis-McConarty Edward
$233K $0 1 0.16% Maintained
1971
HIP
Hatteras Investment Partners
North Carolina
$231K +$212K 1 0.79% New
1972
PHAM
Palisades Hudson Asset Management
Florida
$230K $0 1 0.18% Maintained
1973
SMH
Sanders Morris Harris
Texas
$229K +$192K 1 0.07% New
1974
DOA
D'Orazio & Associates
Virginia
$228K -$29.6K 3 0.09% Reduced
1975
LCP
Longbow Capital Partners
New York
$228K -$871K 1 60.32% Reduced