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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
2026
SCM
Salem Capital Management
Massachusetts
$293K -$4.87M 1 0.13% Reduced
2027
WRM
Weybosset Research & Management
Rhode Island
$293K $0 1 0.19% Maintained
2028
Colony Group
Colony Group
Massachusetts
$292K +$160K 4 0.04% Increased
2029
OC
Oakworth Capital
Alabama
$291K $0 4 0.18% Maintained
2030
LCM
Lucas Capital Management
New Jersey
$288K $0 1 0.09% Maintained
2031
WKA
Wilson Kemp & Associates
Michigan
$288K $0 1 1.03% Maintained
2032
DOA
D'Orazio & Associates
Virginia
$286K +$107K 3 0.21% Increased
2033
SC
Scholtz & Company
Connecticut
$285K +$22.9K 1 0.27% Increased
2034
HCM
Highlander Capital Management
New Jersey
$284K -$29.4K 2 0.26% Reduced
2035
BP
BBR Partners
New York
$281K +$1.01K 1 0.04% Increased
2036
HS
Huntington Steele
Pennsylvania
$277K $0 1 0.12% Maintained
2037
PBT
Pictet Bank & Trust
Bahamas
$277K +$268K 1 0.11% New
2038
PHAM
Palisades Hudson Asset Management
Florida
$276K $0 1 0.23% Maintained
2039
PM
Parametrica Management
Hong Kong
$269K +$16K 1 2.04% Increased
2040
BGAM
Boussard & Gavaudan Asset Management
United Kingdom
$268K -$418K 1 0.13% Reduced
2041
WIL
Winifred I. Li
$268K -$138K 3 0.23% Reduced
2042
BOS
Bank of Stockton
California
$267K +$14.5K 1 0.15% Increased
2043
LCM
LVM Capital Management
Michigan
$266K $0 1 0.09% Maintained
2044
South Texas Money Management
South Texas Money Management
Texas
$266K -$16.1K 1 0.02% Reduced
2045
NFG
Nadler Financial Group
Illinois
$265K +$1.29K 1 0.17% Increased
2046
BWFA
Baltimore-Washington Financial Advisors
Maryland
$264K +$52.4K 3 0.08% Increased
2047
Flossbach Von Storch
Flossbach Von Storch
Germany
$263K +$288K 2 0.01% New
2048
SIM
SSI Investment Management
California
$263K -$259K 1 0.03% Reduced
2049
TIP
Torray Investment Partners
Maryland
$262K +$28.2K 1 0.03% Increased
2050
EWM
Elite Wealth Management
Washington
$261K +$87.4K 2 0.26% Increased