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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
651	LIC Laurus Investment Counsel Toronto, Canada	$32.5M	-$1.46M	4	8.43%	Reduced
652	STB S&T Bank Indiana, Pennsylvania	$32.4M	-$328K	3	4.73%	Reduced
653	NIG NFJ Investment Group Dallas, Texas	$32.2M	+$2.46M	5	0.59%	Increased
654	SCM SG Capital Management Chicago, Illinois	$32.1M	+$7.07M	6	12.1%	Increased
655	Bragg Financial Advisors Charlotte, North Carolina	$32M	$0	7	2.05%	Maintained
656	Spire Wealth Management Mclean, Virginia	$31.9M	+$5.23M	28	0.71%	Increased
657	WC Walthausen & Co Malta, New York	$31.9M	+$736K	10	8.37%	Increased
658	Waratah Capital Advisors Toronto, Ontario, Canada	$31.7M	-$53.2M	4	0.54%	Reduced
659	TA Teton Advisors Rye, New York	$31.6M	-$667K	10	4.53%	Reduced
660	Meyer Handelman Company Rye Brook, New York	$31.5M	+$382K	3	1.18%	Increased
661	IA Icon Advisers Greenwood Village, Colorado	$31.4M	+$2.18M	8	5.04%	Increased
662	TCM Tributary Capital Management Omaha, Nebraska	$31.4M	-$2.21M	6	2.37%	Reduced
663	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$31.4M	+$2.21M	21	0.6%	Increased
664	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$31.3M	+$9.93M	16	0.9%	Increased
665	HCMG Howard Capital Management Group Los Angeles, California	$31.3M	+$108K	2	2.58%	Increased
666	Walleye Capital New York	$31.2M	+$19.1M	8	0.97%	Increased
667	EIA Edgemoor Investment Advisors Bethesda, Maryland	$31M	-$568K	2	3.18%	Reduced
668	GF Greenhouse Funds Baltimore, Maryland	$30.9M	+$2M	1	2.89%	Increased
669	SFM Stack Financial Management Whitefish, Montana	$30.9M	-$14.1K	1	2.66%	Reduced
670	Cartenna Capital Stamford, Connecticut	$30.9M	-$4.04M	3	11.63%	Reduced
671	RIG Renaissance Investment Group Lenox, Massachusetts	$30.8M	+$600K	5	7.3%	Increased
672	Cetera Investment Advisers Schaumburg, Illinois	$30.7M	+$2.55M	18	0.44%	Increased
673	Klingenstein Fields & Co New York	$30.7M	+$242K	1	1.23%	Increased
674	SM Sunriver Management Greenwich, Connecticut	$30.7M	-$4.16M	1	4.84%	Reduced
675	NCM Narwhal Capital Management Marietta, Georgia	$30.2M	-$154K	2	3.44%	Reduced