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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
AG
Ashmore Group
United Kingdom
$321K -$223K 1 0.24% Reduced
2002
BWM
BigSur Wealth Management
Florida
$321K +$315K 2 0.43% New
2003
AOWM
Alpha Omega Wealth Management
Virginia
$320K +$308K 4 0.17% New
2004
FC
Fayerweather Charles
$319K $0 1 0.48% Maintained
2005
SAM
SignalPoint Asset Management
Missouri
$318K -$201K 1 0.08% Reduced
2006
PAM
Premier Asset Management
Illinois
$317K $0 1 0.08% Maintained
2007
NIS
National Investment Services
Wisconsin
$316K -$13.1K 1 0.35% Reduced
2008
HW
Hedeker Wealth
Illinois
$312K +$255K 1 0.26% Increased
2009
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$308K -$4.99K 1 0.03% Reduced
2010
COI
Connable Office Inc
Michigan
$307K -$336K 1 0.07% Reduced
2011
LNB
Ledyard National Bank
$307K -$43.9K 6 0.05% Reduced
2012
ZCA
Zeke Capital Advisors
Pennsylvania
$306K +$299K 1 0.08% New
2013
Homrich & Berg
Homrich & Berg
Georgia
$304K -$2.82K 1 0.03% Reduced
2014
SC
Stratford Consulting
Texas
$304K $0 1 0.13% Maintained
2015
BO
Bank OZK
Arkansas
$303K +$3.17K 1 0.1% Increased
2016
PAS
Partnervest Advisory Services
California
$302K -$21.9K 1 0.14% Reduced
2017
LBG
Lloyds Banking Group
United Kingdom
$300K -$12.3K 1 2.61% Reduced
2018
YMRC
Yorktown Management & Research Company
Virginia
$299K $0 1 0.08% Maintained
2019
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$298K +$286K 4 0.22% New
2020
BWA
Burt Wealth Advisors
Maryland
$297K -$17.7K 4 0.27% Reduced
2021
CWM
Concentric Wealth Management
California
$297K +$290K 1 0.25% New
2022
FWP
FAS Wealth Partners
Kansas
$297K +$290K 1 0.09% New
2023
AMM
American Money Management
California
$295K -$60.4K 1 0.24% Reduced
2024
LJHT
Laurie J. Hall Trustee
$293K +$285K 2 0.19% New
2025
SCP
Syntal Capital Partners
Texas
$293K +$272K 1 0.27% New