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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
LFR
Lehman Financial Resources
Pennsylvania
$223K $0 1 0.11% Maintained
2002
HH
Hilltop Holdings
Texas
$222K +$217K 1 0.07% New
2003
Destination Wealth Management
Destination Wealth Management
California
$221K +$218K 1 0.02% New
2004
VHAM
Van Hulzen Asset Management
California
$221K +$215K 1 0.13% New
2005
AAM
Autus Asset Management
Arizona
$220K -$47.6K 1 0.05% Reduced
2006
CC
Cadinha & Co
Hawaii
$220K +$223K 1 0.05% New
2007
HL
HeadInvest LLC
Maine
$220K -$24.6K 1 0.08% Reduced
2008
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$219K -$7.49K 1 0.02% Reduced
2009
FL
Fort LP
Maryland
$218K +$211K 1 0.09% New
2010
GGPE
Golden Gate Private Equity
California
$218K -$419K 1 0.12% Reduced
2011
PHAM
Palisades Hudson Asset Management
Florida
$218K -$29.4K 1 0.18% Reduced
2012
FPCP
Fort Point Capital Partners
California
$216K +$201K 1 0.1% New
2013
EP
Edinburgh Partners
United Kingdom
$215K $0 1 0.03% Maintained
2014
FNB
First Niagara Bank
New York
$214K +$2.92K 1 0.06% Increased
2015
LI
LVZ Inc
Michigan
$214K +$199K 1 0.1% New
2016
Ballentine Partners
Ballentine Partners
Massachusetts
$213K -$13.1K 1 0.02% Reduced
2017
MBT
Montecito Bank & Trust
California
$213K +$211K 1 0.09% New
2018
WFG
Wills Financial Group
Virginia
$213K $0 1 0.18% Maintained
2019
OL
Orbitronix LP
California
$212K -$2.07M 1 0.29% Reduced
2020
SFM
Signature Financial Management
Virginia
$212K +$213K 1 0.1% New
2021
BSB
Bangor Savings Bank
Maine
$210K +$212K 1 0.05% New
2022
ISB
Iowa State Bank
Iowa
$210K +$3.75K 1 0.11% Increased
2023
CPA
Cowen Prime Advisors
New York
$208K -$272K 2 0.1% Reduced
2024
Krilogy Financial
Krilogy Financial
Missouri
$208K +$49.4K 4 0.07% Increased
2025
PCM
Palouse Capital Management
Washington
$207K -$6.63K 1 0.08% Reduced