← All themes

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
RC
Reik & Co
New York
$248K -$123K 1 0.08% Reduced
2002
WSC
Wellington Shields & Co
New York
$248K -$122K 1 0.16% Reduced
2003
TAM
Taylor Asset Management
Ontario, Canada
$247K +$278K 1 0.03% New
2004
PIC
Portland Investment Counsel
Ontario, Canada
$246K +$257K 1 0.16% New
2005
SAM
Sequent Asset Management
Texas
$245K -$25.4K 1 0.18% Reduced
2006
LCM
LVM Capital Management
Michigan
$243K $0 1 0.08% Maintained
2007
HCM
Highlander Capital Management
New Jersey
$242K -$17.1K 2 0.23% Reduced
2008
CI
Capital Innovations
Wisconsin
$241K $0 1 0.22% Maintained
2009
MCWS
McKinley Carter Wealth Services
West Virginia
$241K -$222K 1 0.23% Reduced
2010
VIA
Vantage Investment Advisors
Pennsylvania
$241K +$17.7K 6 0.15% Increased
2011
PI
Pettee Investors
Connecticut
$237K $0 1 0.23% Maintained
2012
RSVP
Ramsay Stattman Vela & Price
Colorado
$234K $0 1 0.12% Maintained
2013
TAM
Trust Asset Management
Texas
$233K $0 1 0.16% Maintained
2014
FUBT
First United Bank & Trust
Maryland
$232K -$197K 1 0.24% Reduced
2015
SFSG
Stearns Financial Services Group
North Carolina
$232K +$5.3K 1 0.08% Increased
2016
Greenleaf Trust
Greenleaf Trust
Michigan
$230K -$6.68M 1 0.01% Reduced
2017
BSB
Bangor Savings Bank
Maine
$227K $0 1 0.06% Maintained
2018
IFS
Ifrah Financial Services
Arkansas
$225K -$3.15K 1 0.09% Reduced
2019
BOS
Bank of Stockton
California
$224K -$21.2K 1 0.13% Reduced
2020
BT
Beacon Trust
New Jersey
$223K +$5.22K 1 0.04% Increased
2021
CFA
Capstone Financial Advisors
Illinois
$221K +$16.4K 1 0.13% Increased
2022
SCM
Symons Capital Management
Pennsylvania
$219K -$278K 1 0.05% Reduced
2023
BRA
Bender Robert & Associates
California
$218K -$203K 1 0.15% Reduced
2024
DAM
Doheny Asset Management
California
$218K $0 1 0.11% Maintained
2025
NPIT
National Penn Investors Trust
Pennsylvania
$218K -$21.2K 1 0.03% Reduced