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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
776	NA Navellier & Associates Reno, Nevada	$31M	+$5.46M	9	4.64%	Increased
777	ELC Edgar Lomax Company Kingstowne, Virginia	$30.9M	-$1.04M	1	2.02%	Reduced
778	ACA AYAL Capital Advisors Toronto, Ontario, Canada	$30.8M	+$27.9M	4	12.93%	New
779	GIM Grassi Investment Management Santa Clara, California	$30.8M	+$159K	3	3.23%	Increased
780	MRCM Mill Road Capital Management Greenwich, Connecticut	$30.5M	+$4.86M	2	13.92%	Increased
781	Vident Advisory Alpharetta, Georgia	$30.4M	+$3.07M	16	0.76%	Increased
782	TCG Tremblant Capital Group West Palm Beach, Florida	$30.3M	+$2.5M	1	3.43%	Increased
783	JCM Janney Capital Management Pittsburgh, Pennsylvania	$30.3M	+$4.57M	4	2.03%	Increased
784	MIM Marco Investment Management Atlanta, Georgia	$30.3M	+$963K	7	3.1%	Increased
785	SGCM Sand Grove Capital Management London, United Kingdom	$30.2M	+$25.8M	1	8.04%	New
786	Avantax Advisory Services Dallas, Texas	$30.2M	+$3.98M	19	0.3%	Increased
787	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$30.1M	+$780K	6	0.72%	Increased
788	AT Avalon Trust Santa Fe, New Mexico	$30.1M	-$244K	5	2.75%	Reduced
789	FC FORA Capital Miami, Florida	$30.1M	+$2.33M	9	2.59%	Increased
790	CAM Cozad Asset Management Champaign, Illinois	$30.1M	-$1.19M	7	3.47%	Reduced
791	SCA Snowden Capital Advisors New York	$29.9M	-$3.93M	15	1.14%	Reduced
792	Atlas FRM Greenwich, Connecticut	$29.9M	$0	1	5.15%	Maintained
793	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$29.7M	+$3.01M	4	2.09%	Increased
794	Dana Investment Advisors Waukesha, Wisconsin	$29.7M	-$1.95M	8	1.43%	Reduced
795	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$29.7M	+$458K	9	1.41%	Increased
796	IEFM IQ EQ Fund Management Dublin 2, Ireland	$29.6M	+$8.01M	10	3.49%	Increased
797	CC Conversant Capital Summit, New Jersey	$29.6M	-$8.18M	1	12.68%	Reduced
798	Integrated Wealth Concepts Waltham, Massachusetts	$29.6M	+$796K	17	0.48%	Increased
799	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$29.6M	+$3.12M	8	1.33%	Increased
800	Independent Advisor Alliance Charlotte, North Carolina	$29.6M	+$902K	8	1.07%	Increased