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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
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$330K $0 1 0.04% Maintained
2027
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$330K +$365K 1 0.01% New
2028
IWA
Inspirion Wealth Advisors
Illinois
$330K +$322K 1 0.31% New
2029
AC
Alexandria Capital
Virginia
$327K -$8.08K 7 0.13% Reduced
2030
ATC
Argent Trust Co
Tennessee
$327K +$320K 1 0.2% New
2031
HCM
Harvest Capital Management
New Hampshire
$326K -$8.64K 1 0.17% Reduced
2032
KL
Kinsight LLC
Alabama
$325K -$4.99K 1 0.16% Reduced
2033
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$323K +$16.9K 1 0.01% Increased
2034
FM
Forward Management
California
$320K -$5.89M 2 0.02% Reduced
2035
WSC
Wellington Shields & Co
New York
$320K +$97.3K 1 0.18% Increased
2036
ZIG
Zuckerman Investment Group
Illinois
$320K $0 1 0.07% Maintained
2037
BAM
Berkshire Asset Management
Pennsylvania
$316K $0 1 0.05% Maintained
2038
WA
WealthTrust-Arizona
Arizona
$316K -$19.2K 6 0.27% Reduced
2039
AF
Affiance Financial
Minnesota
$310K +$329K 1 0.54% New
2040
OA
Oxbow Advisors
Texas
$308K $0 1 0.04% Maintained
2041
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$307K +$327K 1 0.29% New
2042
DLHL
Donald L. Hagan LLC
Florida
$305K +$297K 1 0.28% New
2043
HR
Howe & Rusling
New York
$305K +$32.6K 10 0.07% Increased
2044
BCM
Breithorn Capital Management
New York
$304K $0 1 0.19% Maintained
2045
Everett Harris & Co
Everett Harris & Co
California
$301K $0 1 0.01% Maintained
2046
Pentwater Capital Management
Pentwater Capital Management
Florida
$299K +$270K 1 0% New
2047
CC
Cadinha & Co
Hawaii
$294K +$325K 1 0.05% New
2048
TNB
Thomasville National Bank
Georgia
$292K +$4.87K 1 0.1% Increased
2049
PIC
PCJ Investment Counsel
Ontario, Canada
$290K -$570K 1 0.01% Reduced
2050
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$288K +$317K 2 0.12% New