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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
676	FWSM First Wilshire Securities Management Pasadena, California	$35.6M	-$529K	6	12.17%	Reduced
677	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$35.5M	-$50.4K	6	1.23%	Reduced
678	TC TownSquare Capital Provo, Utah	$35.5M	+$2.66M	18	0.65%	Increased
679	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$35.3M	-$29.1M	17	0.96%	Reduced
680	MAP Managed Asset Portfolios Rochester, Michigan	$35.2M	-$209K	2	5.4%	Reduced
681	EI EAM Investors Solana Beach, California	$35.1M	+$251K	18	6.78%	Increased
682	AIP ARS Investment Partners New York	$35.1M	+$218K	5	4.35%	Increased
683	RCMC RK Capital Management (Colorado) Denver, Colorado	$34.6M	-$2.38M	3	8.19%	Reduced
684	NIM Northeast Investment Management Boston, Massachusetts	$34.3M	+$799K	4	2.02%	Increased
685	Beacon Pointe Advisors Newport Beach, California	$34.3M	+$7.62M	11	0.43%	Increased
686	SAM Securian Asset Management St Paul, Minnesota	$34.2M	-$4.79M	20	1.02%	Reduced
687	MIIM Mesirow Institutional Investment Management Chicago, Illinois	$34.2M	+$9.77M	3	3.47%	Increased
688	Natixis Paris, France	$34.1M	-$37.1M	22	0.26%	Reduced
689	Rafferty Asset Management New York	$34M	+$2.65M	10	0.2%	Increased
690	Capital International Sarl Los Angeles, California	$34M	+$2.29M	2	1.56%	Increased
691	WIC Willis Investment Counsel Gainesville, Georgia	$33.8M	-$14.9M	3	2.56%	Reduced
692	Martingale Asset Management Boston, Massachusetts	$33.7M	+$3.08M	13	0.71%	Increased
693	Baker Avenue Asset Management San Francisco, California	$33.7M	+$2.27M	22	1.68%	Increased
694	Palisade Capital Management Fort Lee, New Jersey	$33.6M	+$1.91M	4	0.94%	Increased
695	MCM McRae Capital Management Morristown, New Jersey	$33.6M	-$576K	2	9.94%	Reduced
696	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$33.5M	+$19.7M	33	4.01%	Increased
697	Graham Capital Management Rowayton, Connecticut	$33.5M	+$22.9M	23	0.79%	Increased
698	Hancock Whitney Gulfport, Mississippi	$33.4M	+$8.44M	10	1.38%	Increased
699	Thornburg Investment Management Santa Fe, New Mexico	$33.4M	+$9.16M	4	0.55%	Increased
700	Beck Mack & Oliver New York	$33.4M	-$517K	2	0.87%	Reduced