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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
LNB
Ledyard National Bank
$323K -$147K 11 0.06% Reduced
1977
VC
Vicus Capital
Pennsylvania
$321K +$2.91K 1 0.06% Increased
1978
IT
Independence Trust
Tennessee
$318K $0 2 0.2% Maintained
1979
DF Dent & Co
DF Dent & Co
Maryland
$317K -$5.16M 1 0.01% Reduced
1980
Flossbach Von Storch
Flossbach Von Storch
Germany
$316K -$359K 1 0.01% Reduced
1981
GWM
Gupta Wealth Management
California
$316K +$308K 11 0.09% New
1982
CIM
Contravisory Investment Management
Massachusetts
$315K -$8.18M 1 0.06% Reduced
1983
FSC
Fiduciary Services Corp
Georgia
$313K -$214K 1 0.1% Reduced
1984
YCM
Yorkville Capital Management
New York
$312K $0 1 0.21% Maintained
1985
GC
Gratry & Company
Ohio
$306K -$421K 1 0.17% Reduced
1986
AB
Atlas Brown
Kentucky
$305K -$102K 1 0.08% Reduced
1987
FNYS
First New York Securities
New York
$304K -$530K 5 0.3% Reduced
1988
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$303K -$2M 1 0% Reduced
1989
ZF
Zhang Financial
Michigan
$303K $0 1 0.19% Maintained
1990
DLHL
Donald L. Hagan LLC
Florida
$302K $0 1 0.3% Maintained
1991
TI
Telemetry Investments
New York
$300K -$423K 1 0.17% Reduced
1992
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$297K +$29.7K 1 0.27% Increased
1993
TDC
Thompson Davis & Co
Virginia
$297K -$22.9K 15 0.36% Reduced
1994
KSA
Ken Stern & Associates
California
$296K +$292K 1 0.22% New
1995
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$295K -$5.85M 1 0.08% Reduced
1996
ATC
Argent Trust Co
Tennessee
$294K -$30.4K 1 0.15% Reduced
1997
JWA
JFS Wealth Advisors
Pennsylvania
$292K +$128K 4 0.14% Increased
1998
WCM
Windward Capital Management
California
$289K +$541 1 0.07% Increased
1999
HCP
Holt Capital Partners
Texas
$288K -$111K 4 0.12% Reduced
2000
BCM
Breithorn Capital Management
New York
$286K $0 1 0.18% Maintained