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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
FDCC
Foster Dykema Cabot & Co
Massachusetts
$398K -$56.7K 1 0.07% Reduced
1952
MJP
Michael J. Puzo
$397K $0 1 0.23% Maintained
1953
IPAM
ICICI Prudential Asset Management
India
$392K +$357K 1 0.41% New
1954
LA
LVW Advisors
New York
$392K -$190K 1 0.14% Reduced
1955
VI
Versor Investments
New York
$387K +$333K 2 0.16% New
1956
AC
Alexandria Capital
Virginia
$385K -$69K 5 0.1% Reduced
1957
IWA
Inspirion Wealth Advisors
Illinois
$384K $0 1 0.24% Maintained
1958
CCMD
Cypress Capital Management (Delaware)
Delaware
$381K +$372K 1 0.1% New
1959
Clearstead Advisors
Clearstead Advisors
Ohio
$380K +$347K 1 0.06% New
1960
KWMG
King Wealth Management Group
Florida
$377K +$118K 1 0.17% Increased
1961
EI
EDMP Inc
Florida
$375K -$4.7K 1 0.37% Reduced
1962
AWP
Ascent Wealth Partners
New York
$374K +$323K 1 0.18% New
1963
JFA
JNBA Financial Advisors
Minnesota
$372K -$574K 3 0.09% Reduced
1964
FAN
Financial Advisors Network
California
$371K +$339K 8 0.32% New
1965
SIC
Schwartz Investment Counsel
Michigan
$371K -$3.3M 1 0.03% Reduced
1966
Greenleaf Trust
Greenleaf Trust
Michigan
$370K +$15.9K 1 0.01% Increased
1967
GEA
Glen Eagle Advisors
New Jersey
$367K +$342K 8 0.33% New
1968
LC
LCNB Corp
Ohio
$367K +$359K 1 0.36% New
1969
AHC
Adell Harriman & Carpenter
Texas
$366K -$31.2K 1 0.09% Reduced
1970
IC
InterOcean Capital
Illinois
$362K -$20.8K 1 0.08% Reduced
1971
FHC
First Houston Capital
Texas
$361K +$334K 1 0.35% New
1972
SWA
SFMG Wealth Advisors
Texas
$360K -$57.1K 1 0.08% Reduced
1973
LC
Lincoln Capital
Nebraska
$359K -$6.3K 1 0.26% Reduced
1974
Global Retirement Partners
Global Retirement Partners
California
$356K +$341K 8 0.24% New
1975
VC
Vicus Capital
Pennsylvania
$355K -$49.9K 1 0.08% Reduced