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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
BB
Bell Bank
North Dakota
$351K -$35.6K 1 0.26% Reduced
1977
NG
Northstar Group
New York
$351K -$8.17K 1 0.27% Reduced
1978
Flossbach Von Storch
Flossbach Von Storch
Germany
$349K $0 1 0.01% Maintained
1979
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$349K +$34.4K 1 0.32% Increased
1980
COI
Connable Office Inc
Michigan
$348K +$19.2K 2 0.09% Increased
1981
RMAM
Raab & Moskowitz Asset Management
New Jersey
$346K -$1.39M 1 0.21% Reduced
1982
TNBTD
Trustmark National Bank Trust Department
Mississippi
$341K $0 1 0.05% Maintained
1983
BT
Brandywine Trust
Delaware
$340K $0 1 0.23% Maintained
1984
CA
Cornerstone Advisors
North Carolina
$340K -$2.23M 1 0.08% Reduced
1985
PMG
ProVise Management Group
Florida
$340K -$306K 1 0.07% Reduced
1986
VC
Vicus Capital
Pennsylvania
$340K +$86 1 0.09% Increased
1987
LNB
Ledyard National Bank
$336K -$2.05K 10 0.06% Reduced
1988
NAM
NTV Asset Management
West Virginia
$334K -$966K 1 0.1% Reduced
1989
OC
Oakworth Capital
Alabama
$333K -$117K 5 0.16% Reduced
1990
YCM
Yorkville Capital Management
New York
$330K $0 1 0.23% Maintained
1991
CCM
CWH Capital Management
Washington
$329K $0 1 0.19% Maintained
1992
EAM
Evanson Asset Management
California
$325K +$88.3K 1 0.11% Increased
1993
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$323K +$337K 1 0.2% New
1994
VCAM
Valentine Capital Asset Management
California
$322K -$4.53M 1 0.22% Reduced
1995
Destination Wealth Management
Destination Wealth Management
California
$321K +$326K 1 0.02% New
1996
ZF
Zhang Financial
Michigan
$321K $0 1 0.21% Maintained
1997
KSA
Ken Stern & Associates
California
$320K +$39K 1 0.23% Increased
1998
AB
Atlas Brown
Kentucky
$319K +$14.4K 1 0.12% Increased
1999
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$318K $0 1 0.01% Maintained
2000
WCM
Windsor Capital Management
Arizona
$318K +$61.1K 1 0.18% Increased