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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
TAM
Taurus Asset Management
New York
$405K $0 1 0.06% Maintained
1977
FIM
Frontier Investment Management
Texas
$404K +$8.21K 1 0.04% Increased
1978
GIM
Groesbeck Investment Management
New Jersey
$404K -$67K 1 0.3% Reduced
1979
VNA
Valley National Advisers
Pennsylvania
$404K -$103K 6 0.15% Reduced
1980
SIM
Sonora Investment Management
Arizona
$397K -$24.9K 6 0.07% Reduced
1981
RPG
Risk Paradigm Group
Texas
$396K +$241K 2 0.47% Increased
1982
WIM
Wilen Investment Management
Florida
$393K -$10.2K 2 0.24% Reduced
1983
AC
Alexandria Capital
Virginia
$388K -$25.1K 5 0.1% Reduced
1984
PFBT
Parkside Financial Bank & Trust
Missouri
$388K +$10.9K 24 0.16% Increased
1985
DCM
Dimension Capital Management
Florida
$386K +$359K 1 0.13% New
1986
BDF
Balasa Dinverno & Foltz
$385K -$10.8K 1 0.06% Reduced
1987
DLHL
Donald L. Hagan LLC
Florida
$385K -$17.6K 1 0.36% Reduced
1988
MBT
Montecito Bank & Trust
California
$384K -$2.74K 1 0.14% Reduced
1989
FC
Fayerweather Charles
$383K $0 1 0.52% Maintained
1990
BCM
Baltimore Capital Management
Maryland
$379K +$396K 1 0.55% New
1991
CWM
Concert Wealth Management
California
$379K -$2.21M 2 0.37% Reduced
1992
Gradient Investments
Gradient Investments
Minnesota
$378K +$816 3 0.03% Increased
1993
Krilogy Financial
Krilogy Financial
Missouri
$377K +$65.2K 8 0.11% Increased
1994
ST
Sabal Trust
Florida
$377K +$10.9K 1 0.04% Increased
1995
PHK
Point72 Hong Kong
Hong Kong
$372K -$282K 12 0.39% Reduced
1996
RWM
Raffa Wealth Management
District of Columbia
$371K $0 8 0.16% Maintained
1997
IC
InterOcean Capital
Illinois
$370K -$203K 1 0.06% Reduced
1998
VCM
Versant Capital Management
Arizona
$370K -$8.48K 28 0.2% Reduced
1999
Global Retirement Partners
Global Retirement Partners
California
$369K -$45.6K 7 0.17% Reduced
2000
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$368K -$56K 1 0.03% Reduced