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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
WHI
William Harris Investors
Illinois
$216K $0 1 0.06% Maintained
2027
BBI
Baxter Bros Inc
Connecticut
$215K -$14.3K 1 0.08% Reduced
2028
DAC
Dividend Assets Capital
South Carolina
$214K $0 1 0.01% Maintained
2029
JIC
Joel Isaacson & Co
New York
$213K +$363 5 0.07% Increased
2030
MCM
Maryland Capital Management
Maryland
$213K -$562K 1 0.04% Reduced
2031
IAA
Ironsides Asset Advisors
North Carolina
$212K +$8.12K 1 0.06% Increased
2032
CPP
Crow Point Partners
Massachusetts
$207K +$157K 2 0.03% Increased
2033
WIL
Winifred I. Li
$207K -$32.1K 5 0.2% Reduced
2034
GAM
Griffin Asset Management
New York
$206K +$217K 1 0.06% New
2035
CIP
Champlain Investment Partners
Vermont
$205K +$214K 1 0% New
2036
North Star Asset Management
North Star Asset Management
Wisconsin
$205K -$6.41K 1 0.02% Reduced
2037
SBCM
Schwerin Boyle Capital Management
Massachusetts
$205K -$3.22M 1 0.03% Reduced
2038
BCAM
Boston Common Asset Management
Massachusetts
$204K -$356K 1 0.01% Reduced
2039
CCMU
Cheyne Capital Management (UK)
United Kingdom
$204K -$3.93M 1 0.07% Reduced
2040
AF
Aldebaran Financial
$203K $0 1 0.18% Maintained
2041
MVA
Mount Vernon Associates
Maryland
$203K $0 1 0.51% Maintained
2042
Brighton Jones LLC
Brighton Jones LLC
Washington
$201K -$214K 1 0.05% Reduced
2043
HT
HighTower Trust
Texas
$184K -$131K 1 0.03% Reduced
2044
KTC
Kistler-Tiffany Companies
Pennsylvania
$184K -$1.04M 3 0.12% Reduced
2045
CA
Corrado Advisors
New Jersey
$182K $0 1 0.08% Maintained
2046
HC
HHG & Company
Connecticut
$181K $0 1 0.06% Maintained
2047
BWFA
Baltimore-Washington Financial Advisors
Maryland
$179K -$81K 1 0.06% Reduced
2048
MCF Advisors
MCF Advisors
Kentucky
$167K +$8.35K 5 0.05% Increased
2049
NCMG
NCM Capital Management Group
North Carolina
$167K -$56.2K 2 1.96% Reduced
2050
LWA
Lenox Wealth Advisors
New York
$166K $0 2 0.07% Maintained