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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
ABP
Arthur B. Page
$377K -$27.6K 1 0.35% Reduced
1977
AAM
Auxier Asset Management
Oregon
$377K $0 1 0.08% Maintained
1978
CC
Cadinha & Co
Hawaii
$373K +$173K 1 0.06% Increased
1979
PHS
Pekin Hardy Strauss
Illinois
$372K -$84K 1 0.06% Reduced
1980
ACM
Antonetti Capital Management
Florida
$367K -$2.62K 3 0.29% Reduced
1981
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$367K -$204K 1 0.04% Reduced
1982
IIC
Ironwood Investment Counsel
Arizona
$366K +$945 1 0.19% Increased
1983
IH
IFC Holdings
Florida
$360K -$2.56M 1 0.07% Reduced
1984
Everett Harris & Co
Everett Harris & Co
California
$358K $0 1 0.01% Maintained
1985
NL
NWAM LLC
Washington
$358K +$345K 1 0.11% New
1986
ZIG
Zuckerman Investment Group
Illinois
$357K $0 1 0.08% Maintained
1987
BAM
Berkshire Asset Management
Pennsylvania
$355K $0 1 0.07% Maintained
1988
MTC
McDaniel Terry & Co
Texas
$355K -$230K 1 0.08% Reduced
1989
DFIM
Detwiler Fenton Investment Management
Massachusetts
$353K -$186K 1 0.29% Reduced
1990
EA
Elm Advisors
California
$349K $0 1 0.33% Maintained
1991
FCM
Firsthand Capital Management
California
$346K -$865K 1 0.16% Reduced
1992
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$346K +$6.06K 1 0.19% Increased
1993
HCM
Harvest Capital Management
New Hampshire
$342K $0 1 0.16% Maintained
1994
TNB
Thomasville National Bank
Georgia
$341K +$10.5K 1 0.12% Increased
1995
HCM
Hilton Capital Management
New York
$338K $0 1 0.11% Maintained
1996
AC
Alexandria Capital
Virginia
$337K -$4.64K 6 0.14% Reduced
1997
NPPM
North Point Portfolio Managers
Ohio
$334K $0 1 0.07% Maintained
1998
Accredited Investors
Accredited Investors
Minnesota
$332K +$1.89K 1 0.11% Increased
1999
CCM
CrestPoint Capital Management
Missouri
$332K -$948K 1 0.19% Reduced
2000
RIM
Reliant Investment Management
Tennessee
$329K $0 1 0.3% Maintained