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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
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$229K -$13.4K 1 0.02% Reduced
2002
PCM
Palouse Capital Management
Washington
$229K -$2.2M 1 0.09% Reduced
2003
RWM
Raffa Wealth Management
District of Columbia
$229K +$139K 15 0.13% Increased
2004
DIS
Diversified Investment Strategies
Louisiana
$228K $0 1 0.24% Maintained
2005
PPSG
Princeton Portfolio Strategies Group
New Jersey
$228K $0 1 0.08% Maintained
2006
FCM
Firsthand Capital Management
California
$226K $0 1 0.19% Maintained
2007
LFR
Lehman Financial Resources
Pennsylvania
$225K -$13.4K 1 0.12% Reduced
2008
Gratus Capital
Gratus Capital
Georgia
$223K +$1.57K 1 0.05% Increased
2009
LRIC
Long Road Investment Counsel
Michigan
$222K $0 1 0.17% Maintained
2010
SC
Stratford Consulting
Texas
$219K -$275K 1 0.1% Reduced
2011
Accredited Investors
Accredited Investors
Minnesota
$218K +$191K 1 0.06% New
2012
LCM
Lucas Capital Management
New Jersey
$218K -$7.83K 1 0.16% Reduced
2013
WP
Wedgewood Partners
Missouri
$217K +$197K 1 0% New
2014
FMA
FNY Managed Accounts
New York
$215K +$211K 3 0.38% New
2015
Ballentine Partners
Ballentine Partners
Massachusetts
$215K +$219K 1 0.02% New
2016
FNB
First Niagara Bank
New York
$214K -$40.2K 1 0.06% Reduced
2017
WFG
Wills Financial Group
Virginia
$214K -$1.64M 1 0.18% Reduced
2018
BCM
Bienville Capital Management
New York
$211K +$190K 1 0.07% New
2019
CC
Courier Capital
New York
$211K -$242K 1 0.04% Reduced
2020
IAA
Ironsides Asset Advisors
North Carolina
$211K +$185K 1 0.05% New
2021
SRAM
Stone Ridge Asset Management
New York
$211K -$71.5K 1 1.28% Reduced
2022
AWA
Arete Wealth Advisors
Illinois
$210K $0 1 0.13% Maintained
2023
Mission Wealth Management
Mission Wealth Management
California
$209K +$183K 1 0.06% New
2024
Homrich & Berg
Homrich & Berg
Georgia
$208K -$160K 1 0.02% Reduced
2025
ISB
Iowa State Bank
Iowa
$208K +$182K 1 0.12% New