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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

Green Building

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2576	IIA IPG Investment Advisors San Diego, California	$6.39M	+$2.08M	6	0.92%	Increased
2577	PIM Progressive Investment Management Lake Oswego, Oregon	$6.39M	-$75K	2	1.41%	Reduced
2578	OCM Orser Capital Management Southlake, Texas	$6.39M	+$4.02M	3	3.17%	Increased
2579	DAM Deepwater Asset Management Minneapolis, Minnesota	$6.39M	-$9.19M	1	2.9%	Reduced
2580	Klingman & Associates New York	$6.38M	+$108K	6	0.27%	Increased
2581	HIC Harvey Investment Company Louisville, Kentucky	$6.38M	+$211K	3	0.7%	Increased
2582	HWA Heartwood Wealth Advisors Richmond, Virginia	$6.38M	-$97.4K	6	0.5%	Reduced
2583	BM Bridger Management New York	$6.38M	+$2.03M	1	4.25%	Increased
2584	MW MBL Wealth Charlotte, North Carolina	$6.38M	+$949K	6	0.44%	Increased
2585	RCAP Resolute Capital Asset Partners Denver, Colorado	$6.37M	-$3.39M	2	2.72%	Reduced
2586	BFW Brady Family Wealth Saint Louis, Missouri	$6.37M	-$79.9K	1	1.84%	Reduced
2587	KCP Kera Capital Partners San Jose, California	$6.37M	+$64.8K	11	0.61%	Increased
2588	SCM Steele Capital Management Dubuque, Iowa	$6.36M	+$579	1	0.23%	Increased
2589	CIP Castlefield Investment Partners Manchester,	$6.36M	-$125K	2	4.32%	Reduced
2590	CM CoreCommodity Management Stamford, Connecticut	$6.33M	-$457K	2	1.26%	Reduced
2591	NI Natural Investments Windsor, California	$6.33M	+$771K	6	1.39%	Increased
2592	ACA AYAL Capital Advisors Toronto, Ontario, Canada	$6.32M	-$7.19M	2	1.71%	Reduced
2593	CP Cornerstone Planning Charlotte, North Carolina	$6.31M	-$10.5K	1	1.46%	Reduced
2594	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$6.31M	+$492K	3	0.37%	Increased
2595	HWM Hohimer Wealth Management Seattle, Washington	$6.31M	-$418K	6	0.63%	Reduced
2596	RC Rexford Capital Bellaire, Texas	$6.3M	+$507	5	3.86%	Increased
2597	VPW Vaquero Private Wealth Dallas, Texas	$6.29M	+$5.29M	2	1.3%	New
2598	NRC New Republic Capital Charlotte, North Carolina	$6.29M	+$321K	4	1.45%	Increased
2599	AAM AR Asset Management West Hollywood, California	$6.28M	$0	1	1.15%	Maintained
2600	GC Garde Capital Seattle, Washington	$6.28M	+$432K	3	0.28%	Increased