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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
1926
RFA
Reilly Financial Advisors
California
$426K -$12.6K 6 0.1% Reduced
1927
HL
HeadInvest LLC
Maine
$421K +$88.9K 1 0.18% Increased
1928
SFT
Simmons First Trust
Arkansas
$420K -$118K 1 0.14% Reduced
1929
Ballentine Partners
Ballentine Partners
Massachusetts
$419K +$939 1 0.05% Increased
1930
BCM
Blume Capital Management
California
$414K +$385K 1 0.34% New
1931
TAS
TIFF Advisory Services
Pennsylvania
$413K $0 1 0.37% Maintained
1932
JIP
Jaffetilchin Investment Partners
Florida
$410K +$400K 1 0.2% New
1933
HT
HighTower Trust
Texas
$407K -$68.7K 1 0.05% Reduced
1934
WA
WealthTrust-Arizona
Arizona
$407K +$39.6K 9 0.47% Increased
1935
AWS
Aris Wealth Services
Pennsylvania
$406K +$21.6K 1 0.68% Increased
1936
PHS
Pekin Hardy Strauss
Illinois
$405K +$25.7K 2 0.06% Increased
1937
ACM
Antonetti Capital Management
Florida
$403K -$81.5K 3 0.37% Reduced
1938
ZIG
Zuckerman Investment Group
Illinois
$401K -$8.91M 1 0.09% Reduced
1939
RPGK
Retirement Planning Group (Kansas)
Kansas
$400K -$10.3K 1 0.14% Reduced
1940
HCM
Harvest Capital Management
New Hampshire
$398K +$57.1K 1 0.21% Increased
1941
HCM
Horrell Capital Management
Arkansas
$392K +$17.1K 1 0.2% Increased
1942
MIS
Morningstar Investment Services
Illinois
$391K -$975K 1 0.03% Reduced
1943
ACP
Aviance Capital Partners
Florida
$390K -$5.25K 1 0.16% Reduced
1944
HPBT
High Point Bank & Trust
North Carolina
$388K $0 3 0.13% Maintained
1945
Oberweis Asset Management
Oberweis Asset Management
Illinois
$376K -$131K 1 0.09% Reduced
1946
OWIM
Old West Investment Management
California
$375K +$353K 1 0.23% New
1947
HIC
Harvey Investment Company
Kentucky
$365K $0 1 0.1% Maintained
1948
SLA
Silver Lake Advisory
Utah
$364K +$338K 1 0.31% New
1949
AGA
Accuvest Global Advisors
Utah
$363K +$338K 1 0.08% New
1950
BAM
Berkshire Asset Management
Pennsylvania
$363K $0 1 0.07% Maintained