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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
801	JGUA John G. Ullman & Associates Corning, New York	$33.9M	-$5.37M	8	5.18%	Reduced
802	Palisade Capital Management Fort Lee, New Jersey	$33.9M	-$1.89M	4	0.92%	Reduced
803	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$33.8M	-$7.75M	14	0.86%	Reduced
804	Capital Investment Advisors Atlanta, Georgia	$33.5M	+$1.38M	3	0.76%	Increased
805	Graham Capital Management Rowayton, Connecticut	$33.5M	+$10.7M	20	0.73%	Increased
806	EGI EAM Global Investors Solana Beach, California	$33.5M	-$5.31M	7	7.52%	Reduced
807	Choreo LLC Rockford, Illinois	$33.4M	+$19.9M	25	0.56%	Increased
808	Capital International Los Angeles, California	$33.2M	-$3.23M	2	1.53%	Reduced
809	NI Nuance Investments Kansas City, Missouri	$33.2M	-$3.82M	1	1.01%	Reduced
810	DCP Diameter Capital Partners New York	$33.1M	+$646K	1	3.9%	Increased
811	Aequim Alternative Investments Mill Valley, California	$32.9M	+$572K	2	1.2%	Increased
812	CC Conversant Capital Summit, New Jersey	$32.9M	$0	1	5.96%	Maintained
813	NewEdge Wealth Pittsburgh, Pennsylvania	$32.8M	-$283K	5	0.71%	Reduced
814	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$32.6M	+$18.7M	4	0.38%	Increased
815	OneDigital Investment Advisors Overland Park, Kansas	$32.5M	+$12.4M	19	0.41%	Increased
816	SCM Suvretta Capital Management New York	$32.4M	+$7.69M	1	1.19%	Increased
817	IAN Integrated Advisors Network Dallas, Texas	$32.3M	+$2.3M	5	1.65%	Increased
818	AC Albar Capital London, United Kingdom	$32.3M	+$9.13M	2	4.92%	Increased
819	Elo Mutual Pension Insurance Espoo, Finland	$32.2M	-$2.5M	6	0.75%	Reduced
820	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$32.1M	-$723K	11	1.3%	Reduced
821	GIM Generate Investment Management Auckland, New Zealand	$32M	-$4.01M	1	1.88%	Reduced
822	MRCM Mill Road Capital Management Greenwich, Connecticut	$31.9M	+$5.62M	2	17%	Increased
823	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$31.9M	-$2.68M	15	1.3%	Reduced
824	BCM Birmingham Capital Management Birmingham, Alabama	$31.8M	-$953K	3	12.43%	Reduced
825	RNC Capital Management Los Angeles, California	$31.8M	+$1.55M	2	1.76%	Increased