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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
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$281K -$24.2M 1 0.01% Reduced
1977
NEAM
New England Asset Management
Connecticut
$281K $0 1 0.01% Maintained
1978
South Texas Money Management
South Texas Money Management
Texas
$280K +$39.5K 1 0.02% Increased
1979
OC
Oakworth Capital
Alabama
$278K $0 4 0.16% Maintained
1980
LWM
LBA Wealth Management
Florida
$276K -$102K 4 0.19% Reduced
1981
TIP
Torray Investment Partners
Maryland
$275K $0 1 0.03% Maintained
1982
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$273K $0 1 0.06% Maintained
1983
Colony Group
Colony Group
Massachusetts
$272K +$5.36K 4 0.03% Increased
1984
ZIG
Zuckerman Investment Group
Illinois
$271K $0 1 0.06% Maintained
1985
GAM
Gemmer Asset Management
California
$270K +$22.6K 23 0.19% Increased
1986
IH
IFC Holdings
Florida
$270K -$63K 1 0.05% Reduced
1987
SCM
Salem Capital Management
Massachusetts
$267K $0 1 0.12% Maintained
1988
RIG
Roosevelt Investment Group
New York
$264K -$20.6M 1 0.01% Reduced
1989
BFG
Beacon Financial Group
Texas
$261K +$278K 1 0.06% New
1990
LCM
Lucas Capital Management
New Jersey
$260K $0 1 0.08% Maintained
1991
RCM
Reynolds Capital Management
Nevada
$258K -$1.72M 1 0.25% Reduced
1992
BP
BBR Partners
New York
$255K $0 1 0.04% Maintained
1993
HS
Huntington Steele
Pennsylvania
$253K $0 1 0.11% Maintained
1994
PBT
Pictet Bank & Trust
Bahamas
$253K $0 1 0.1% Maintained
1995
WRM
Weybosset Research & Management
Rhode Island
$253K -$15.9K 1 0.17% Reduced
1996
DOA
D'Orazio & Associates
Virginia
$252K $0 3 0.18% Maintained
1997
LC
Lourd Capital
California
$252K +$37.8K 1 0.03% Increased
1998
PHAM
Palisades Hudson Asset Management
Florida
$250K $0 1 0.2% Maintained
1999
Plancorp LLC
Plancorp LLC
Missouri
$249K +$266K 1 0.26% New
2000
WCM
Windward Capital Management
California
$249K -$7.43K 1 0.08% Reduced