← All themes

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

Green Building

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2501	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$6.94M	-$5.08M	2	0.23%	Reduced
2502	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$6.93M	-$6.64M	1	0.35%	Reduced
2503	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$6.92M	-$543K	4	1.16%	Reduced
2504	ACM Archon Capital Management Seattle, Washington	$6.91M	+$1.39M	2	2.81%	Increased
2505	Clear Street New York	$6.9M	+$5.76M	2	0.02%	New
2506	GC Gilbert & Cook West Des Moines, Iowa	$6.9M	-$1.95M	6	0.79%	Reduced
2507	FA Fedenia Advisers Madison, Wisconsin	$6.89M	+$5.96M	11	1.64%	Increased
2508	Capital Advisors Inc Tulsa, Oklahoma	$6.88M	+$428K	6	0.1%	Increased
2509	AFP Alpha Financial Partners Lexington, Kentucky	$6.88M	+$166K	5	3.62%	Increased
2510	BM Bislett Management Palo Alto, California	$6.88M	+$812K	2	4.66%	Increased
2511	GC Guilbault Capital Metairie, Louisiana	$6.87M	+$78.8K	1	6.9%	Increased
2512	IAS IMA Advisory Services Denver, Colorado	$6.87M	+$658K	16	0.43%	Increased
2513	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$6.87M	-$9.66K	1	1.39%	Reduced
2514	MF Manchester Financial Westlake Village, California	$6.86M	-$367K	3	1.22%	Reduced
2515	AC Agman Capital Omaha, Nebraska	$6.86M	+$170K	1	4.32%	Increased
2516	AMG Advisors Management Group La Crosse, Wisconsin	$6.85M	-$423K	4	1.14%	Reduced
2517	VNA Valley National Advisers Bethlehem, Pennsylvania	$6.85M	-$105K	15	0.76%	Reduced
2518	CWM CMH Wealth Management Portsmouth, New Hampshire	$6.84M	-$165K	2	1.04%	Reduced
2519	FAS Formuepleje A/S Aarhus C, Denmark	$6.84M	-$1.7M	4	0.54%	Reduced
2520	FFA First Foundation Advisors Irvine, California	$6.83M	+$1.59M	3	0.25%	Increased
2521	BWM Braeburn Wealth Management Muskegon, Michigan	$6.82M	+$205K	2	2.93%	Increased
2522	FPCP Fort Point Capital Partners San Francisco, California	$6.82M	-$126K	6	0.47%	Reduced
2523	ACM Arrow Capital Management New York	$6.81M	$0	1	3.77%	Maintained
2524	NP NS Partners London, United Kingdom	$6.79M	+$5.6M	1	0.29%	New
2525	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$6.79M	-$44.1K	2	1.38%	Reduced