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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
876	KIA KCM Investment Advisors Greenbrae, California	$22.6M	-$745K	3	0.97%	Reduced
877	SCM Sandler Capital Management New York	$22.5M	-$61.5M	3	2.32%	Reduced
878	DTL Dynamic Technology Lab Singapore	$22.5M	+$6M	19	2.25%	Increased
879	Kestra Private Wealth Services Austin, Texas	$22.5M	+$1.57M	13	0.71%	Increased
880	Vident Advisory Alpharetta, Georgia	$22.4M	+$23M	13	0.69%	New
881	MC Muhlenkamp & Co Wexford, Pennsylvania	$22.4M	+$7.61M	3	7.73%	Increased
882	Destination Wealth Management Walnut Creek, California	$22.4M	-$859K	2	0.87%	Reduced
883	RNC Capital Management Los Angeles, California	$22.4M	+$1.44M	2	1.39%	Increased
884	GJL Gendell Jeffrey L	$22.4M	+$1.95M	4	1.27%	Increased
885	EIP Easterly Investment Partners Beverly, Massachusetts	$22.4M	-$907K	3	2.46%	Reduced
886	AHC Adell Harriman & Carpenter Houston, Texas	$22.4M	+$142K	4	2.32%	Increased
887	NA Navellier & Associates Reno, Nevada	$22.4M	+$8.22M	8	3.83%	Increased
888	TW Transform Wealth Greenwood Village, Colorado	$22.4M	+$6.79M	4	2.36%	Increased
889	ECG Edge Capital Group Atlanta, Georgia	$22.3M	-$5.34M	3	1.45%	Reduced
890	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$22.3M	+$144K	2	5.5%	Increased
891	MLICM Metropolitan Life Insurance Company (MetLife) New York	$22.3M	+$1.05M	45	1.16%	Increased
892	Adams Diversified Equity Fund Baltimore, Maryland	$22.3M	$0	1	0.95%	Maintained
893	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$22.2M	-$2.97M	2	2.4%	Reduced
894	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$22.2M	+$42.5K	2	3.38%	Increased
895	Sumitomo Life Insurance Tokyo, Japan	$22.1M	+$936K	6	0.62%	Increased
896	RAM Riggs Asset Management Dallas, Pennsylvania	$22M	+$171K	7	7.85%	Increased
897	Associated Banc-Corp Green Bay, Wisconsin	$22M	-$244K	5	0.85%	Reduced
898	DWA Dorsey Wright & Associates Pasadena, California	$21.9M	-$1.44M	12	6.82%	Reduced
899	Lighthouse Investment Partners Palm Beach Gardens, Florida	$21.9M	+$14.1M	8	0.9%	Increased
900	OAM Ophir Asset Management Sydney, Australia	$21.9M	+$6.05M	1	5.17%	Increased