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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
2001
PHAM
Palisades Hudson Asset Management
Florida
$279K $0 1 0.23% Maintained
2002
AB
Atlas Brown
Kentucky
$278K -$93.5K 1 0.19% Reduced
2003
Accredited Investors
Accredited Investors
Minnesota
$275K +$256 1 0.1% Increased
2004
ST
Sabal Trust
Florida
$272K $0 1 0.04% Maintained
2005
TL
Tirschwell & Loewy
New York
$272K +$8.54K 1 0.05% Increased
2006
FHB
First Hawaiian Bank
Hawaii
$271K -$335K 1 0.05% Reduced
2007
NYLT
New York Life Trust
New York
$271K +$98.9K 3 1.23% Increased
2008
BRM
Boston Research & Management
Massachusetts
$268K +$30.7K 1 0.21% Increased
2009
FIG
Fusion Investment Group
Pennsylvania
$266K +$251K 2 0.2% New
2010
AIC
Atlantic Investment Company
Georgia
$265K -$304K 1 0.23% Reduced
2011
Brighton Jones LLC
Brighton Jones LLC
Washington
$265K -$130K 1 0.06% Reduced
2012
EIM
Emerson Investment Management
Massachusetts
$265K +$45.5K 1 0.06% Increased
2013
GCT
Galaxy Capital Trading
British Virgin Islands
$264K -$914K 1 0.66% Reduced
2014
NFG
Nadler Financial Group
Illinois
$264K +$1.27K 1 0.17% Increased
2015
AF
Aldebaran Financial
$261K +$249K 1 0.25% New
2016
HC
HHG & Company
Connecticut
$258K +$52.6K 1 0.1% Increased
2017
North Star Asset Management
North Star Asset Management
Wisconsin
$258K +$35.6K 1 0.03% Increased
2018
BPGAM
BTG Pactual Global Asset Management
Bermuda
$255K -$1.39M 1 0.07% Reduced
2019
Laurion Capital Management
Laurion Capital Management
New York
$253K +$241K 1 0.01% New
2020
KWMG
King Wealth Management Group
Florida
$252K +$237K 1 0.14% New
2021
WCM
Windward Capital Management
California
$251K -$1.44K 1 0.09% Reduced
2022
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$251K $0 1 0.06% Maintained
2023
SAM
Sequent Asset Management
Texas
$247K $0 1 0.21% Maintained
2024
CI
Capital Innovations
Wisconsin
$246K +$221K 1 0.22% New
2025
PHIMC
Private Harbour Investment Management & Counsel
Ohio
$245K -$849K 1 0.16% Reduced