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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
LBG
Lloyds Banking Group
United Kingdom
$217K -$98.1K 1 1.76% Reduced
2002
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$217K -$73.4K 1 0.02% Reduced
2003
CA
CapWealth Advisors
Tennessee
$216K +$18.5K 3 0.05% Increased
2004
WCM
Windward Capital Management
California
$216K -$1.52K 1 0.04% Reduced
2005
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
Texas
$215K +$221K 1 0.18% New
2006
BWA
Burt Wealth Advisors
Maryland
$214K -$9.18K 3 0.17% Reduced
2007
JFA
JNBA Financial Advisors
Minnesota
$214K -$15.9K 3 0.08% Reduced
2008
LFR
Lehman Financial Resources
Pennsylvania
$214K -$73K 1 0.12% Reduced
2009
LRIC
Long Road Investment Counsel
Michigan
$214K +$211K 1 0.18% New
2010
SFSG
Stearns Financial Services Group
North Carolina
$214K +$220K 1 0.06% New
2011
NB
Nicolet Bankshares
Wisconsin
$213K +$239K 1 0.21% New
2012
MCWS
McKinley Carter Wealth Services
West Virginia
$212K $0 1 0.12% Maintained
2013
IH
IFC Holdings
Florida
$211K -$15.5K 2 0.03% Reduced
2014
CA
Corrado Advisors
New Jersey
$209K +$197K 1 0.12% New
2015
NPPM
North Point Portfolio Managers
Ohio
$209K $0 1 0.04% Maintained
2016
AWA
Arete Wealth Advisors
Illinois
$208K $0 1 0.13% Maintained
2017
DOA
D'Orazio & Associates
Virginia
$208K +$149K 2 0.1% Increased
2018
IOOF
Independent Order of Foresters
Ontario, Canada
$207K -$21K 1 0.16% Reduced
2019
SGAM
Steinberg Global Asset Management
Florida
$206K +$212K 1 0.04% New
2020
EIM
Emerson Investment Management
Massachusetts
$204K +$207K 1 0.04% New
2021
SOAMC
Spirit of America Management Corp
New York
$204K $0 1 0.04% Maintained
2022
FCM
Firsthand Capital Management
California
$203K $0 1 0.16% Maintained
2023
PPSG
Princeton Portfolio Strategies Group
New Jersey
$203K +$208K 1 0.07% New
2024
DIS
Diversified Investment Strategies
Louisiana
$202K +$208K 1 0.23% New
2025
MCM
Mengis Capital Management
Oregon
$200K +$206K 1 0.17% New