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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
3401	SCM SevenOneSeven Capital Management Lancaster, Pennsylvania	$378K	$0	1	0.85%	Maintained
3402	BA Bridge Advisory Pasadena, California	$378K	+$182K	2	0.14%	Increased
3403	WAS Winch Advisory Services Appleton, Wisconsin	$377K	+$6.43K	7	0.14%	Increased
3404	BEW Burton Enright Welch Walnut Creek, California	$377K	+$7.13K	1	0.12%	Increased
3405	Plancorp LLC Saint Louis, Missouri	$376K	+$12.7K	1	0.02%	Increased
3406	TIM Tortoise Investment Management White Plains, New York	$375K	+$23.1K	5	0.06%	Increased
3407	MIC Meridian Investment Counsel Lafayette, California	$374K	+$3.18K	1	0.13%	Increased
3408	PFG Pinnacle Financial Group Western Springs, Illinois	$373K	-$33.9K	1	0.21%	Reduced
3409	KOMWMG Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$372K	+$175	1	0.36%	Increased
3410	MCA Magnolia Capital Advisors Jackson, Mississippi	$372K	-$1.53K	1	0.19%	Reduced
3411	TFA Teamwork Financial Advisors San Antonio, Texas	$371K	+$1.07K	1	0.06%	Increased
3412	LCM Lazari Capital Management Woodland Hills, California	$370K	+$335K	1	0.21%	New
3413	CPP Capasso Planning Partners Charleston, South Carolina	$369K	+$382	1	0.2%	Increased
3414	RC RBO & Co Saint Helena, California	$369K	$0	1	0.06%	Maintained
3415	SC Schulhoff & Co Cincinnati, Ohio	$369K	$0	1	0.17%	Maintained
3416	CCM Chickasaw Capital Management Memphis, Tennessee	$369K	$0	1	0.02%	Maintained
3417	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$369K	+$57.7K	1	0.79%	Increased
3418	CAM Connacht Asset Management New York	$369K	-$204K	1	0.5%	Reduced
3419	AM Ares Management Los Angeles, California	$367K	$0	1	0.01%	Maintained
3420	CFAM Center For Asset Management Palm Beach Gardens, Florida	$367K	+$223	1	0.35%	Increased
3421	MCM Maple Capital Management Montpelier, Vermont	$365K	-$11.5K	1	0.04%	Reduced
3422	SEM Strategic Equity Management Tucson, Arizona	$365K	+$1.78K	1	0.13%	Increased
3423	BCB Brian C. Broderick	$365K	$0	1	0.1%	Maintained
3424	WSWA Warren Street Wealth Advisors Newport Beach, California	$363K	+$21.4K	1	0.24%	Increased
3425	CL COWA LLC Tulsa, Oklahoma	$361K	$0	2	0.24%	Maintained