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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
WIM
Wilen Investment Management
Florida
$460K -$22.9K 2 0.28% Reduced
1977
IP
Intellectus Partners
California
$458K -$40.4K 6 0.19% Reduced
1978
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$455K -$20.7K 1 0.17% Reduced
1979
RCM
RB Capital Management
Nevada
$455K -$20K 2 0.36% Reduced
1980
KFA
Kelleher Financial Advisors
New York
$454K -$333K 1 0.96% Reduced
1981
CPA
Clear Perspective Advisors
Illinois
$453K -$169K 5 0.37% Reduced
1982
BFC
Blue Fin Capital
Rhode Island
$452K -$15.4K 1 0.28% Reduced
1983
HWA
HCR Wealth Advisors
California
$452K +$47.2K 1 0.19% Increased
1984
MCM
Maple Capital Management
Vermont
$452K +$194K 2 0.12% Increased
1985
NBG
Nancy B. Gardiner
$451K $0 1 0.84% Maintained
1986
BCM
Blume Capital Management
California
$449K -$42.5K 2 0.24% Reduced
1987
BDF
Balasa Dinverno & Foltz
$445K -$2.3K 1 0.07% Reduced
1988
NP
Ninepoint Partners
Ontario, Canada
$445K +$417K 1 0.03% New
1989
NCCM
Nine Chapters Capital Management
New Jersey
$442K +$386K 2 0.97% New
1990
ERIM
Eagle Ridge Investment Management
Connecticut
$441K +$407K 1 0.07% New
1991
JFA
JNBA Financial Advisors
Minnesota
$441K -$11K 4 0.1% Reduced
1992
MJP
Michael J. Puzo
$440K -$3.08K 1 0.23% Reduced
1993
CFN
Cordasco Financial Network
Florida
$438K $0 2 0.48% Maintained
1994
LC
Lincoln Capital
Nebraska
$438K $0 1 0.27% Maintained
1995
SFP
Shepherd Financial Partners
Massachusetts
$438K -$15.7K 1 0.1% Reduced
1996
MBT
Montecito Bank & Trust
California
$437K -$8.29K 1 0.15% Reduced
1997
VNA
Valley National Advisers
Pennsylvania
$437K +$360 7 0.15% Increased
1998
CC
Cedar Capital
Illinois
$436K +$416K 2 0.21% New
1999
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$435K +$424K 5 0.16% Increased
2000
HR
Howe & Rusling
New York
$434K +$194K 11 0.08% Increased