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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	Dakota Wealth Management Palm Beach Gardens, Florida	$37.8M	+$2.23M	13	1.67%	Increased
652	PCM Penn Capital Management Philadelphia, Pennsylvania	$37.8M	+$462K	6	3.87%	Increased
653	LIM Lathrop Investment Management Little Rock, Arkansas	$37.8M	+$151K	2	8.14%	Increased
654	Alpha Cubed Investments Irvine, California	$37.7M	+$835K	5	2.54%	Increased
655	RIG Renaissance Investment Group Lenox, Massachusetts	$37.7M	+$562K	5	10.51%	Increased
656	Cartenna Capital Stamford, Connecticut	$37.6M	-$22.4M	1	3.84%	Reduced
657	CC Cannell & Co New York	$37.5M	-$3.29M	4	1.28%	Reduced
658	Addenda Capital Montreal, Quebec, Canada	$37.5M	-$1.72M	5	1.63%	Reduced
659	Atria Investments Charlotte, North Carolina	$37.3M	+$750K	11	0.66%	Increased
660	Walleye Trading New York	$37.2M	+$36M	17	0.1%	Increased
661	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$37.1M	+$9.68M	13	0.86%	Increased
662	Wealthfront Advisers Palo Alto, California	$37M	+$3.4M	10	0.16%	Increased
663	AP Atwood & Palmer Kansas City, Missouri	$37M	-$4.19M	5	3.24%	Reduced
664	Tidal Investments Milwaukee, Wisconsin	$36.7M	-$435K	22	1.12%	Reduced
665	Masters Capital Management Atlanta, Georgia	$36.7M	$0	1	2.04%	Maintained
666	Encompass Capital Advisors New York	$36.6M	+$20.1M	1	2.28%	Increased
667	Chilton Investment Company Stamford, Connecticut	$36.5M	-$860K	1	1.16%	Reduced
668	HA Heartland Advisors Milwaukee, Wisconsin	$36.4M	+$7.62M	5	2.05%	Increased
669	PGGM Investments Zeist, Netherlands	$36.4M	+$6.48M	6	0.63%	Increased
670	R.M. Davis Inc Portland, Maine	$36.3M	+$118K	4	0.91%	Increased
671	Capital Fund Management (CFM) Paris, France	$35.9M	+$12.5M	10	0.12%	Increased
672	Orbis Allan Gray Hamilton, Bermuda	$35.9M	+$6.01M	1	0.26%	Increased
673	LCM Logan Capital Management Newtown Square, Pennsylvania	$35.8M	+$61.6K	8	1.82%	Increased
674	New Mexico Educational Retirement Board Santa Fe, New Mexico	$35.6M	+$1.31M	20	1.53%	Increased
675	Norinchukin Bank Tokyo, Japan	$35.6M	-$13.8M	8	0.84%	Reduced