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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
ICM
IMS Capital Management
Oregon
$352K $0 1 0.35% Maintained
1977
HS
Huntington Steele
Pennsylvania
$351K $0 1 0.11% Maintained
1978
WA1
Wimmer Associates 1
California
$351K -$224K 1 0.33% Reduced
1979
TAM
Taurus Asset Management
New York
$350K -$56.8K 1 0.06% Reduced
1980
TF
Tompkins Financial
New York
$348K $0 4 0.09% Maintained
1981
PFBT
Parkside Financial Bank & Trust
Missouri
$347K -$55.7K 20 0.15% Reduced
1982
CFMC
Curbstone Financial Management Corp
New Hampshire
$345K -$27.6K 1 0.21% Reduced
1983
BDF
Balasa Dinverno & Foltz
$343K -$103K 1 0.06% Reduced
1984
VI
Versor Investments
New York
$343K -$100K 1 0.13% Reduced
1985
FIM
Frontier Investment Management
Texas
$339K +$347K 1 0.03% New
1986
BCM
Bluefin Capital Management
New York
$338K -$7M 1 0.04% Reduced
1987
CIAS
Capital Investment Advisory Services
North Carolina
$338K +$9.56K 1 0.25% Increased
1988
FC
Fayerweather Charles
$338K $0 1 0.48% Maintained
1989
LCP
Lombardia Capital Partners
California
$337K -$5.35M 1 0.31% Reduced
1990
RWM
Raffa Wealth Management
District of Columbia
$337K -$190K 8 0.16% Reduced
1991
RA
Rational Advisors
New York
$336K -$413K 5 0.22% Reduced
1992
MBT
Montecito Bank & Trust
California
$334K -$382K 1 0.12% Reduced
1993
FPS
Fieldpoint Private Securities
Connecticut
$332K +$339K 4 0.26% New
1994
HW
Hedeker Wealth
Illinois
$330K $0 1 0.31% Maintained
1995
MBA
McQueen Ball & Associates
Pennsylvania
$327K -$1.65M 1 0.18% Reduced
1996
QI
Quotient Investors
New York
$327K $0 1 0.2% Maintained
1997
SGA
Strategic Global Advisors
California
$324K +$309K 1 0.12% New
1998
KFS
Kissinger Financial Services
Maryland
$319K +$35.3K 1 0.33% Increased
1999
TWM
Torch Wealth Management
Ohio
$319K -$104K 1 0.21% Reduced
2000
PAM
Premier Asset Management
Illinois
$318K $0 1 0.08% Maintained