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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
701	Carson Wealth (CWM LLC) Omaha, Nebraska	$19M	+$4.28M	2	3.4%	Increased
702	BCM Birmingham Capital Management Birmingham, Alabama	$18.9M	-$55.7K	3	6.89%	Reduced
703	PAS Professional Advisory Services Vero Beach, Florida	$18.9M	+$1.43M	3	4.58%	Increased
704	Cooke & Bieler Philadelphia, Pennsylvania	$18.7M	-$250K	1	0.43%	Reduced
705	RCM Riverhead Capital Management Wilmington, Delaware	$18.7M	+$2.27M	8	0.35%	Increased
706	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$18.5M	+$155K	3	2.28%	Increased
707	CIBC Private Wealth Group Atlanta, Georgia	$18.5M	-$955K	6	0.15%	Reduced
708	1CM 1492 Capital Management Milwaukee, Wisconsin	$18.5M	-$953K	6	9.5%	Reduced
709	WCMNY Westchester Capital Management (New York) Valhalla, New York	$18.4M	-$95.6M	2	0.24%	Reduced
710	Creative Planning Overland Park, Kansas	$18.4M	+$560K	39	0.24%	Increased
711	NC Northpointe Capital Bloomfield Hills, Michigan	$18.3M	-$2.54M	4	1.77%	Reduced
712	Cubist Systematic Strategies Stamford, Connecticut	$18.3M	+$18.9M	23	1.1%	New
713	FIB First Interstate Bank Billings, Montana	$18.3M	-$603K	4	3.76%	Reduced
714	RCMC RK Capital Management (Colorado) Denver, Colorado	$18.3M	+$5.26M	3	3.64%	Increased
715	WCM Investment Management Laguna Beach, California	$18.3M	-$397K	2	0.45%	Reduced
716	New Mexico Educational Retirement Board Santa Fe, New Mexico	$18.2M	$0	6	0.75%	Maintained
717	Clifford Swan Investment Counsel Pasadena, California	$18.1M	-$1.56M	5	1.22%	Reduced
718	FI Fosun International Hong Kong, China	$18.1M	+$56.5K	1	5.42%	Increased
719	UMB Bank Kansas City, Missouri	$18.1M	-$184K	4	0.86%	Reduced
720	Capital International Los Angeles, California	$18M	-$11	3	1.12%	Reduced
721	EI EAM Investors Solana Beach, California	$18M	+$1.74M	11	3.41%	Increased
722	LAM Lapides Asset Management Greenwich, Connecticut	$18M	-$2.56M	2	2.43%	Reduced
723	AAM Archipel Asset Management Stockholm, Sweden	$17.8M	+$18.4M	2	4.45%	New
724	MICM Matthews International Capital Management San Francisco, California	$17.7M	+$2.85M	1	0.99%	Increased
725	MPAM Monarch Partners Asset Management Boston, Massachusetts	$17.6M	+$6.64M	5	4.62%	Increased