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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
Global X Management Company
Global X Management Company
New York
$286K -$7.3M 7 0.02% Reduced
2002
FCM
Firsthand Capital Management
California
$285K $0 1 0.18% Maintained
2003
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$285K +$288K 1 0.14% New
2004
WSC
Wellington Shields & Co
New York
$280K $0 1 0.17% Maintained
2005
LCM
Lucas Capital Management
New Jersey
$279K $0 1 0.11% Maintained
2006
CS
Credential Securities
$278K +$122K 1 0.18% Increased
2007
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$276K -$318K 1 0.04% Reduced
2008
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$276K +$69.6K 1 0.02% Increased
2009
BAM
Berkshire Asset Management
Pennsylvania
$275K $0 1 0.05% Maintained
2010
BBI
Baxter Bros Inc
Connecticut
$274K -$184K 1 0.1% Reduced
2011
FIM
Frontier Investment Management
Texas
$272K +$266K 1 0.04% New
2012
AF
Affiance Financial
Minnesota
$271K $0 1 0.41% Maintained
2013
EAM
Evanson Asset Management
California
$271K $0 1 0.1% Maintained
2014
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$270K -$45.7K 1 0.03% Reduced
2015
OA
Oxbow Advisors
Texas
$270K $0 1 0.04% Maintained
2016
IMS
Index Management Solutions
Pennsylvania
$269K -$2.01M 10 0.2% Reduced
2017
BWA
Burt Wealth Advisors
Maryland
$268K -$56.5K 2 0.27% Reduced
2018
PHAM
Palisades Hudson Asset Management
Florida
$268K $0 1 0.21% Maintained
2019
GAM
Gemmer Asset Management
California
$267K +$22.8K 23 0.16% Increased
2020
IAS
IMA Advisory Services
Colorado
$267K $0 1 0.13% Maintained
2021
ZIG
Zuckerman Investment Group
Illinois
$265K -$124K 1 0.06% Reduced
2022
IOOF
Independent Order of Foresters
Ontario, Canada
$264K $0 1 0.25% Maintained
2023
Everett Harris & Co
Everett Harris & Co
California
$263K $0 1 0.01% Maintained
2024
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$263K $0 1 0.01% Maintained
2025
PIC
Portland Investment Counsel
Ontario, Canada
$263K $0 1 0.39% Maintained