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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
VWM
Vector Wealth Management
Minnesota
$354K +$3.08K 1 0.25% Increased
1977
PAM
PT Asset Management
Illinois
$352K +$344K 1 0.09% New
1978
SSP
Sapphire Star Partners
Washington
$352K +$340K 1 0.39% New
1979
DLHL
Donald L. Hagan LLC
Florida
$351K $0 1 0.33% Maintained
1980
HS
Huntington Steele
Pennsylvania
$351K +$343K 1 0.12% New
1981
BFC
Blue Fin Capital
Rhode Island
$350K +$94.5K 1 0.23% Increased
1982
WCM
Washington Capital Management
Washington
$349K -$119K 1 0.43% Reduced
1983
WFG
Windsor Financial Group
Minnesota
$347K -$141K 1 0.16% Reduced
1984
CFMC
Curbstone Financial Management Corp
New Hampshire
$346K -$342K 1 0.22% Reduced
1985
TF
Tompkins Financial
New York
$346K -$3.96K 4 0.09% Reduced
1986
CFN
Cordasco Financial Network
Florida
$345K +$256K 2 0.39% Increased
1987
QI
Quotient Investors
New York
$345K -$261K 1 0.22% Reduced
1988
WI
WBI Investments
New Jersey
$345K -$2.17M 1 0.01% Reduced
1989
ICM
IMS Capital Management
Oregon
$344K +$333K 1 0.37% New
1990
Bailard
Bailard
California
$343K -$13.6K 1 0.03% Reduced
1991
Brighton Jones LLC
Brighton Jones LLC
Washington
$342K -$1.15M 1 0.13% Reduced
1992
QCI
Quaker Capital Investments
Pennsylvania
$340K $0 1 0.11% Maintained
1993
MCF Advisors
MCF Advisors
Kentucky
$334K -$28.9K 3 0.07% Reduced
1994
NWM
Northwest Wealth Management
Iowa
$334K +$305K 1 0.34% New
1995
MCM
Matarin Capital Management
New York
$331K -$8.55M 1 0.04% Reduced
1996
SKK
Shepherd Kaplan Krochuk
Massachusetts
$331K -$880K 2 0.09% Reduced
1997
MCM
MV Capital Management
Maryland
$330K -$11.4K 5 0.12% Reduced
1998
CIAS
Capital Investment Advisory Services
North Carolina
$329K +$321K 1 0.29% New
1999
CNAM
Campbell Newman Asset Management
Wisconsin
$327K +$36K 1 0.06% Increased
2000
WA
Winfield Associates
Ohio
$322K +$192K 12 0.2% Increased