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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
NBG
Nancy B. Gardiner
$444K -$29.3K 1 0.9% Reduced
1952
OWIM
Old West Investment Management
California
$444K +$421K 1 0.24% New
1953
VC
Vicus Capital
Pennsylvania
$443K $0 1 0.09% Maintained
1954
AF
Affiance Financial
Minnesota
$441K -$10.2K 1 0.35% Reduced
1955
JFA
JNBA Financial Advisors
Minnesota
$441K $0 4 0.1% Maintained
1956
RCM
RB Capital Management
Nevada
$439K +$415K 2 0.38% New
1957
SRSA
S.R. Schill & Associates
Washington
$436K +$188K 1 0.27% Increased
1958
CNAM
Campbell Newman Asset Management
Wisconsin
$435K +$21.5K 1 0.08% Increased
1959
MJP
Michael J. Puzo
$435K -$38.1K 1 0.23% Reduced
1960
WCM
Windsor Capital Management
Arizona
$433K -$59.9K 1 0.22% Reduced
1961
EA
Elm Advisors
California
$432K $0 1 0.35% Maintained
1962
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$432K +$458K 1 2.04% New
1963
LC
Lincoln Capital
Nebraska
$431K $0 1 0.27% Maintained
1964
RCA
Rex Capital Advisors
Rhode Island
$430K +$43.9K 1 0.36% Increased
1965
EMG
ETF Managers Group
New Jersey
$426K +$422K 9 0.04% New
1966
NWP
Northstar Wealth Partners
Connecticut
$426K +$6.6K 1 0.39% Increased
1967
TFA
Toth Financial Advisory
Virginia
$421K +$1.02K 1 0.11% Increased
1968
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$420K +$312K 2 0.09% Increased
1969
GEM
Global Endowment Management
North Carolina
$419K -$398K 1 0.06% Reduced
1970
OAM
Origin Asset Management
United Kingdom
$419K -$318K 1 0.03% Reduced
1971
BFC
Blue Fin Capital
Rhode Island
$418K +$19.4K 1 0.27% Increased
1972
GEA
Glen Eagle Advisors
New Jersey
$413K +$45 8 0.33% Increased
1973
CFN
Cordasco Financial Network
Florida
$408K $0 2 0.46% Maintained
1974
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$408K +$386K 1 0.17% New
1975
HS
Huntington Steele
Pennsylvania
$407K $0 1 0.12% Maintained