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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
AAM
Auxier Asset Management
Oregon
$379K $0 1 0.08% Maintained
2002
LC
Lincoln Capital
Nebraska
$377K +$369K 1 0.33% New
2003
HI
Hudock Inc
Pennsylvania
$374K -$81.1K 3 0.17% Reduced
2004
NYLT
New York Life Trust
New York
$372K +$99.3K 3 1.47% Increased
2005
BWA
Burt Wealth Advisors
Maryland
$368K +$390K 2 0.39% New
2006
HL
HeadInvest LLC
Maine
$368K $0 1 0.15% Maintained
2007
IT
Independence Trust
Tennessee
$367K +$329K 2 0.22% Increased
2008
SMC
Smith, Moore & Co
Missouri
$365K +$4.32K 1 0.19% Increased
2009
VC
Vicus Capital
Pennsylvania
$364K $0 1 0.11% Maintained
2010
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$359K -$3.41K 1 0.04% Reduced
2011
SOAMC
Spirit of America Management Corp
New York
$359K $0 2 0.09% Maintained
2012
YCM
Yorkville Capital Management
New York
$357K $0 1 0.25% Maintained
2013
HHMI
Howard Hughes Medical Institute
Maryland
$355K +$364K 1 0.1% New
2014
LWM
LBA Wealth Management
Florida
$354K +$58.1K 2 0.23% Increased
2015
ABP
Arthur B. Page
$351K -$17.3K 1 0.33% Reduced
2016
DIS
Diversified Investment Strategies
Louisiana
$350K -$60.4K 1 0.32% Reduced
2017
Simplicity Solutions
Simplicity Solutions
Minnesota
$348K +$300K 2 0.41% New
2018
MTC
McDaniel Terry & Co
Texas
$347K $0 1 0.08% Maintained
2019
ZF
Zhang Financial
Michigan
$346K -$955K 1 0.23% Reduced
2020
CCM
CWH Capital Management
Washington
$341K +$319K 1 0.22% New
2021
RSS
Rosenblum Silverman Sutton
California
$341K $0 1 0.15% Maintained
2022
EA
Elm Advisors
California
$339K $0 1 0.31% Maintained
2023
GCA
Greenwood Capital Associates
South Carolina
$339K -$3.42M 1 0.1% Reduced
2024
TDC
Thompson Davis & Co
Virginia
$336K -$150K 15 0.39% Reduced
2025
PC
Permit Capital
Pennsylvania
$331K -$32.5K 1 0.2% Reduced