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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
1976
CFP
Cascade Financial Partners
California
$11.9M +$555K 3 1.03% Increased
1977
AC
AXQ Capital
New Jersey
$11.8M -$5.62M 13 1.29% Reduced
1978
PG
Patten Group
Tennessee
$11.8M +$1.88M 9 1.84% Increased
1979
SIM
Seaview Investment Managers
Florida
$11.8M +$8.5M 2 3.53% Increased
1980
CWM
Chicago Wealth Management
Illinois
$11.8M +$303K 1 4.2% Increased
1981
SWM
SeaCrest Wealth Management
New York
$11.8M -$2.69M 8 1.31% Reduced
1982
EEL
Expect Equity LLC
Maryland
$11.8M +$531K 5 7.58% Increased
1983
VIA
Virtus Investment Advisers
Connecticut
$11.8M +$480K 6 2.74% Increased
1984
HP
Havemeyer Place
Connecticut
$11.7M -$18.7M 9 1.16% Reduced
1985
CWG
Cornerstone Wealth Group
North Carolina
$11.7M -$48.4K 6 0.69% Reduced
1986
RPA
Rock Point Advisors
Vermont
$11.7M +$898K 2 2.86% Increased
1987
LWP
Laurel Wealth Planning
Minnesota
$11.7M -$201K 2 5.18% Reduced
1988
NRG
Nemes Rush Group
Michigan
$11.7M +$67.7K 16 0.97% Increased
1989
WAM
Westport Asset Management
Connecticut
$11.7M -$147K 4 4.78% Reduced
1990
DFG
Dynamic Financial Group
Iowa
$11.7M +$5.49M 1 8.81% Increased
1991
MM
Meridian Management
Arkansas
$11.7M -$2.99M 2 2.62% Reduced
1992
PFG
Prosperity Financial Group
California
$11.7M +$522K 8 3.61% Increased
1993
RBFC
Roman Butler Fullerton & Co
Missouri
$11.7M +$2.1M 7 2.78% Increased
1994
CF
Carlson Financial
Oregon
$11.7M -$36.5K 4 5.95% Reduced
1995
SGI
Summit Global Investments
Utah
$11.7M -$2.16M 8 0.64% Reduced
1996
RFA
Register Financial Advisors
Georgia
$11.6M +$478K 8 3.56% Increased
1997
Group One Trading
Group One Trading
Illinois
$11.6M -$1.11M 29 0.02% Reduced
1998
MEG
Millstone Evans Group
Colorado
$11.6M +$10.4M 13 6.28% Increased
1999
MWM
Mattern Wealth Management
Kansas
$11.6M +$2.63K 2 1.9% Increased
2000
HCM
Highview Capital Management
Illinois
$11.6M +$1.25M 5 3.33% Increased