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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
MCM
Monarch Capital Management
Indiana
$425K +$50.7K 1 0.16% Increased
1977
SBWM
Sunflower Bank Wealth Management
Arizona
$423K +$3.21K 1 0.13% Increased
1978
JFA
JNBA Financial Advisors
Minnesota
$420K -$34.5K 3 0.17% Reduced
1979
TM
TigerShark Management
New York
$418K -$256K 1 0.42% Reduced
1980
KS
Karpas Strategies
Connecticut
$413K $0 1 0.2% Maintained
1981
OC
Oakworth Capital
Alabama
$411K +$124K 8 0.21% Increased
1982
CCMU
Cheyne Capital Management (UK)
United Kingdom
$408K +$225K 1 0.11% Increased
1983
PHS
Pekin Hardy Strauss
Illinois
$408K +$42K 1 0.06% Increased
1984
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$407K +$395K 1 0.02% New
1985
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$407K +$91.1K 2 0.04% Increased
1986
GHAM
Gilman Hill Asset Management
Connecticut
$407K -$43.8K 2 0.21% Reduced
1987
FNBSF
First National Bank Sioux Falls
South Dakota
$405K +$38.9K 3 1.14% Increased
1988
LFR
Lehman Financial Resources
Pennsylvania
$402K -$17.3K 4 0.2% Reduced
1989
HCP
Holt Capital Partners
Texas
$400K +$399K 4 0.17% New
1990
AWS
Aris Wealth Services
Pennsylvania
$398K +$11.5K 1 0.44% Increased
1991
KAM
Kokusai Asset Management
Japan
$398K +$67.3K 3 0.61% Increased
1992
TNBTD
Trustmark National Bank Trust Department
Mississippi
$398K +$75K 1 0.05% Increased
1993
BCM
Beck Capital Management
Texas
$388K +$376K 1 0.23% New
1994
Alpha Cubed Investments
Alpha Cubed Investments
California
$387K -$4.87K 1 0.15% Reduced
1995
RPGK
Retirement Planning Group (Kansas)
Kansas
$386K +$389 1 0.12% Increased
1996
SWM
Stockman Wealth Management
Montana
$386K +$377K 1 0.33% New
1997
HC
HHG & Company
Connecticut
$385K +$214K 2 0.09% Increased
1998
VWM
Vector Wealth Management
Minnesota
$385K -$7.11K 1 0.29% Reduced
1999
Homrich & Berg
Homrich & Berg
Georgia
$380K -$614K 1 0.04% Reduced
2000
KWMG
King Wealth Management Group
Florida
$380K +$122K 1 0.2% Increased