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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
3426	RC RBO & Co Saint Helena, California	$410K	$0	1	0.07%	Maintained
3427	CCM Chickasaw Capital Management Memphis, Tennessee	$409K	$0	1	0.02%	Maintained
3428	LFA LGT Financial Advisors Dallas, Texas	$408K	+$404K	19	0.52%	New
3429	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$408K	-$67.5K	1	0.05%	Reduced
3430	CFAM Center For Asset Management Palm Beach Gardens, Florida	$408K	+$271	1	0.41%	Increased
3431	AP Arlington Partners Birmingham, Alabama	$407K	-$214K	7	0.17%	Reduced
3432	AT Arlington Trust Birmingham, Alabama	$407K	+$429K	7	0.17%	New
3433	SEM Strategic Equity Management Tucson, Arizona	$407K	+$1.9K	1	0.15%	Increased
3434	BCM Brown Capital Management Baltimore, Maryland	$406K	$0	1	0.01%	Maintained
3435	TIM Tortoise Investment Management White Plains, New York	$405K	-$1.71K	7	0.06%	Reduced
3436	WSWA Warren Street Wealth Advisors Newport Beach, California	$405K	+$1.9K	1	0.27%	Increased
3437	AM Ares Management Los Angeles, California	$402K	$0	1	0.01%	Maintained
3438	CP Covenant Partners Nashville, Tennessee	$401K	+$20.7K	1	0.15%	Increased
3439	RWPA Richard W. Paul & Associates Novi, Michigan	$401K	-$69.3K	8	0.18%	Reduced
3440	EAM Evanson Asset Management Carmel, California	$400K	+$271	1	0.04%	Increased
3441	KIG Kessler Investment Group Columbus, Indiana	$400K	-$63.7K	5	0.34%	Reduced
3442	KOC Koss-Olinger Consulting Gainesville, Florida	$399K	+$202K	2	0.06%	Increased
3443	JMF Johnson Midwest Financial Glidden, Iowa	$398K	+$11.4K	5	0.89%	Increased
3444	CM Crystalline Management Montreal, Quebec, Canada	$397K	$0	1	0.28%	Maintained
3445	FP Fiduciary Planning Englewood, Florida	$396K	+$441K	1	0.19%	New
3446	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$396K	-$1.24K	1	0.05%	Reduced
3447	HUB Investment Partners Austin, Texas	$391K	+$51.5K	1	0.06%	Increased
3448	Element Capital Management New York	$391K	-$21.5K	1	0.03%	Reduced
3449	HFW Horizon Family Wealth Chicago, Illinois	$390K	+$1.65K	1	0.38%	Increased
3450	SC Schulhoff & Co Cincinnati, Ohio	$390K	-$19K	1	0.2%	Reduced