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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
HCP
Holt Capital Partners
Texas
$205K -$49.6K 3 0.09% Reduced
2002
BWA
Burt Wealth Advisors
Maryland
$204K +$18.7K 2 0.25% Increased
2003
IOOF
Independent Order of Foresters
Ontario, Canada
$204K $0 1 0.17% Maintained
2004
MCWS
McKinley Carter Wealth Services
West Virginia
$204K -$2.14K 1 0.13% Reduced
2005
BRWM
B. Riley Wealth Management
Tennessee
$203K -$281K 1 0.29% Reduced
2006
PP
Pegasus Partners
Wisconsin
$203K $0 1 0.12% Maintained
2007
AWA
Arete Wealth Advisors
Illinois
$202K -$238K 1 0.16% Reduced
2008
NPPM
North Point Portfolio Managers
Ohio
$201K $0 1 0.04% Maintained
2009
RWM
Raffa Wealth Management
District of Columbia
$199K +$16.9K 14 0.12% Increased
2010
SIM
Sonora Investment Management
Arizona
$198K +$208K 17 0.06% New
2011
SOAMC
Spirit of America Management Corp
New York
$196K $0 1 0.04% Maintained
2012
CA
CapWealth Advisors
Tennessee
$190K -$2.09M 3 0.05% Reduced
2013
NAM
NorthCoast Asset Management
Connecticut
$189K -$5.82M 1 0.01% Reduced
2014
CIS
Connors Investor Services
Pennsylvania
$187K -$2.44M 1 0.04% Reduced
2015
HAIM
Hunter Associates Investment Management
Pennsylvania
$182K $0 1 0.09% Maintained
2016
WIC
Woodmont Investment Counsel
Tennessee
$181K -$13.7K 6 0.06% Reduced
2017
CBT
Central Bank & Trust
Kentucky
$171K -$20.8K 4 0.06% Reduced
2018
MP
Manifold Partners
California
$169K -$186K 1 0.16% Reduced
2019
BP
BBR Partners
New York
$167K -$25.1K 1 0.02% Reduced
2020
Balentine LLC
Balentine LLC
Georgia
$164K +$113K 7 0.03% Increased
2021
AWM
AllSquare Wealth Management
New York
$159K +$5.45K 3 0.16% Increased
2022
WA
WealthTrust-Arizona
Arizona
$159K -$34K 5 0.1% Reduced
2023
ACS
Archford Capital Strategies
Illinois
$155K -$680K 4 0.12% Reduced
2024
HIC
Hartline Investment Corp
Illinois
$153K -$15.4K 1 0.06% Reduced
2025
PHK
Point72 Hong Kong
Hong Kong
$153K -$265K 1 0.23% Reduced