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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
SSG
Summit Securities Group
New York
$229K +$174K 1 0.17% Increased
1977
WSC
Wellington Shields & Co
New York
$229K $0 1 0.17% Maintained
1978
Gratus Capital
Gratus Capital
Georgia
$228K $0 1 0.06% Maintained
1979
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$226K $0 1 0.03% Maintained
1980
PHAM
Palisades Hudson Asset Management
Florida
$226K $0 1 0.2% Maintained
1981
AFG
Albion Financial Group
Utah
$224K -$3.28M 1 0.04% Reduced
1982
AWA
AmeriServ Wealth Advisors
Pennsylvania
$224K -$30K 1 0.43% Reduced
1983
JFA
JNBA Financial Advisors
Minnesota
$222K -$22.4K 3 0.09% Reduced
1984
VCAM
Valentine Capital Asset Management
California
$222K -$85.8K 1 0.2% Reduced
1985
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$221K $0 1 0.02% Maintained
1986
PFBT
Parkside Financial Bank & Trust
Missouri
$221K -$134K 13 0.13% Reduced
1987
WCM
Windsor Capital Management
Arizona
$220K -$30.1K 2 0.13% Reduced
1988
Choreo LLC
Choreo LLC
Illinois
$219K +$4.75K 1 0.06% Increased
1989
MGAM
McGowan Group Asset Management
Texas
$219K +$39.2K 1 0.04% Increased
1990
NAM
North American Management
Massachusetts
$218K -$264K 1 0.04% Reduced
1991
LCM
Lucas Capital Management
New Jersey
$217K -$6.6K 1 0.13% Reduced
1992
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$217K -$20.3K 2 0.04% Reduced
1993
IH
IFC Holdings
Florida
$213K +$44.4K 2 0.03% Increased
1994
SIA
Starfire Investment Advisers
Michigan
$212K $0 1 0.16% Maintained
1995
BAM
Berkshire Asset Management
Pennsylvania
$212K $0 1 0.04% Maintained
1996
BCM
Breithorn Capital Management
New York
$212K $0 1 0.15% Maintained
1997
TBNY
Trustco Bank (New York)
New York
$212K $0 1 0.23% Maintained
1998
BOS
Bingham Osborn & Scarborough
California
$210K -$224K 1 0.03% Reduced
1999
Grimes & Company
Grimes & Company
Massachusetts
$210K +$7.65K 1 0.03% Increased
2000
HR
Howe & Rusling
New York
$210K -$31.2K 10 0.05% Reduced