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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
MCC
Mid Continent Capital
Illinois
$317K -$10.6M 1 0.02% Reduced
2002
RNC Capital Management
RNC Capital Management
California
$316K +$320K 1 0.03% New
2003
JFA
JNBA Financial Advisors
Minnesota
$315K -$56K 3 0.12% Reduced
2004
PAS
Partnervest Advisory Services
California
$314K +$49.3K 1 0.16% Increased
2005
CIM
Contravisory Investment Management
Massachusetts
$312K $0 1 0.07% Maintained
2006
BBI
Baxter Bros Inc
Connecticut
$309K +$5.46K 1 0.11% Increased
2007
PSI
Pinnacle Summer Investments
Virginia
$305K -$632K 6 0.06% Reduced
2008
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$302K $0 1 0% Maintained
2009
AIM
Ada Investment Management
New York
$300K +$296K 1 0.38% New
2010
NV
Nair Vinay
$300K -$1.59M 1 0.38% Reduced
2011
Gratus Capital
Gratus Capital
Georgia
$299K +$280K 1 0.07% New
2012
WSC
Wellington Shields & Co
New York
$297K $0 1 0.1% Maintained
2013
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$296K +$13.2K 1 0.02% Increased
2014
PHAM
Palisades Hudson Asset Management
Florida
$296K $0 1 0.26% Maintained
2015
HCP
Holt Capital Partners
Texas
$294K $0 4 0.12% Maintained
2016
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$293K $0 1 0.04% Maintained
2017
1CM
1492 Capital Management
Wisconsin
$292K -$3.44M 1 0.18% Reduced
2018
LCM
Lucas Capital Management
New Jersey
$291K -$15.9K 1 0.13% Reduced
2019
PIC
Portland Investment Counsel
Ontario, Canada
$291K $0 1 0.24% Maintained
2020
RFG Advisory
RFG Advisory
Alabama
$291K +$295K 1 0.13% New
2021
FCM
Firsthand Capital Management
California
$288K $0 1 0.18% Maintained
2022
WCM
Windward Capital Management
California
$288K +$1.77K 1 0.08% Increased
2023
AF
Affiance Financial
Minnesota
$287K $0 1 0.37% Maintained
2024
AAM
Auxier Asset Management
Oregon
$287K -$204K 1 0.06% Reduced
2025
FNB
Farmers National Bank
Kentucky
$287K +$14.1K 1 0.22% Increased