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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
BBI
Baxter Bros Inc
Connecticut
$205K +$196K 1 0.07% New
2002
BFC
Blue Fin Capital
Rhode Island
$205K +$169K 1 0.17% New
2003
SA
Strategic Advisors
New York
$205K +$206K 1 0.11% New
2004
TCM
Telos Capital Management
California
$205K +$189K 1 0.1% New
2005
TPWA
TRUE Private Wealth Advisors
Oregon
$205K $0 1 0.07% Maintained
2006
CA
CapWealth Advisors
Tennessee
$204K -$6.14K 3 0.05% Reduced
2007
IWC
Integrated Wealth Counsel
California
$204K +$188K 2 0.43% New
2008
TFA
Toth Financial Advisory
Virginia
$204K -$879K 1 0.06% Reduced
2009
GCIA
Gabelli & Co Investment Advisers
New York
$202K -$2.97M 1 0.02% Reduced
2010
CCM
Compton Capital Management
Rhode Island
$200K -$296K 1 0.11% Reduced
2011
GAM
Gemmer Asset Management
California
$200K +$4.21K 17 0.1% Increased
2012
MWM
MinichMacGregor Wealth Management
New York
$200K +$10.8K 8 0.19% Increased
2013
ACS
Archford Capital Strategies
Illinois
$197K +$2.94K 7 0.08% Increased
2014
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$196K $0 1 0.16% Maintained
2015
RPAM
Rhenman & Partners Asset Management
Sweden
$193K +$178K 1 0.03% New
2016
PIM
Partner Investment Management
California
$192K -$151K 1 0.28% Reduced
2017
TCM
Trafelet Capital Management
New York
$192K +$53.6K 1 0.15% Increased
2018
MC
Miles Capital
Iowa
$182K -$663K 1 0.12% Reduced
2019
AWM
AllSquare Wealth Management
New York
$178K $0 2 0.17% Maintained
2020
JIC
Joel Isaacson & Co
New York
$177K +$491 5 0.04% Increased
2021
Avior Wealth Management
Avior Wealth Management
Nebraska
$176K -$8.09K 6 0.07% Reduced
2022
CMBA
C.M. Bidwell & Associates
Hawaii
$176K -$1.97M 1 0.04% Reduced
2023
DWM
Dorchester Wealth Management
Quebec, Canada
$176K -$189K 1 0.07% Reduced
2024
NYLT
New York Life Trust
New York
$176K +$4.22K 2 0.87% Increased
2025
MFBTD
MB Financial Bank - Trust Department
Illinois
$175K $0 2 0.02% Maintained