← All themes

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
FC
Fayerweather Charles
$308K -$154K 1 1.08% Reduced
1977
CCA
Checchi Capital Advisers
California
$307K +$289K 1 0.24% New
1978
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$306K $0 1 0.03% Maintained
1979
MHS
M Holdings Securities
Oregon
$304K +$286K 1 0.22% New
1980
HR
Howe & Rusling
New York
$301K -$10.9K 7 0.08% Reduced
1981
LMF
LMR Master Fund
Cayman Islands
$301K -$2.02M 1 0.03% Reduced
1982
Everett Harris & Co
Everett Harris & Co
California
$299K -$128K 1 0.01% Reduced
1983
KL
Kinsight LLC
Alabama
$299K $0 1 0.18% Maintained
1984
MAM
Myriad Asset Management
Hong Kong
$296K +$264K 1 0.08% New
1985
South Texas Money Management
South Texas Money Management
Texas
$295K -$36.2K 1 0.02% Reduced
1986
MFBTD
MB Financial Bank - Trust Department
Illinois
$294K +$11.9K 3 0.04% Increased
1987
BHB
Bank Hapoalim BM
Israel
$290K +$273K 1 0.09% New
1988
LCM
Lucas Capital Management
New Jersey
$290K $0 1 0.1% Maintained
1989
BP
BBR Partners
New York
$286K $0 1 0.05% Maintained
1990
NPPM
North Point Portfolio Managers
Ohio
$286K $0 1 0.06% Maintained
1991
STIA
Stone Toro Investment Advisers
New Jersey
$286K $0 1 0.25% Maintained
1992
TNB
Thomasville National Bank
Georgia
$286K -$333K 1 0.13% Reduced
1993
BTCOSD
Bankers Trust Company of South Dakota
Iowa
$285K $0 1 0.19% Maintained
1994
HCM
Hilton Capital Management
New York
$283K $0 1 0.11% Maintained
1995
HCP
Holt Capital Partners
Texas
$283K +$263K 4 0.17% New
1996
DRGI
del Rey Global Investors
California
$282K +$287K 1 0.93% New
1997
OC
Oakworth Capital
Alabama
$282K +$262K 4 0.2% New
1998
Eagle Global Advisors
Eagle Global Advisors
Texas
$281K -$1.32M 1 0.01% Reduced
1999
BCM
Beddow Capital Management
Wyoming
$280K +$64.4K 1 0.08% Increased
2000
EI
EDMP Inc
Florida
$279K +$258K 1 0.25% New