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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
1051	MGO One Seven Beachwood, Ohio	$43.8M	-$663K	20	0.72%	Reduced
1052	Associated Banc-Corp Green Bay, Wisconsin	$43.8M	-$1.21M	7	1.04%	Reduced
1053	Bensler Bellevue, Washington	$43.8M	+$26.9M	7	3.87%	Increased
1054	CAM Crown Advisors Management Larkspur, California	$43.7M	-$5.44M	5	24.02%	Reduced
1055	NewEdge Wealth Pittsburgh, Pennsylvania	$43.6M	+$2.1M	24	0.44%	Increased
1056	RNC Capital Management Los Angeles, California	$43.5M	+$84.7K	3	1.79%	Increased
1057	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$43.3M	-$11.4M	10	3.74%	Reduced
1058	Boston Common Asset Management Boston, Massachusetts	$43.2M	-$2.45M	4	2.56%	Reduced
1059	Mill Road Capital Management Greenwich, Connecticut	$43.2M	+$3.89M	3	21.35%	Increased
1060	SC Shellback Capital Boston, Massachusetts	$43.2M	+$29.7M	2	3.78%	Increased
1061	Stillwater Capital Advisors Devon, Pennsylvania	$43.1M	-$342K	1	4.4%	Reduced
1062	Noesis Capital Mangement Boca Raton, Florida	$43M	-$521K	2	5.17%	Reduced
1063	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$43M	-$252K	13	1.37%	Reduced
1064	Cooper Financial Group Irvine, California	$43M	+$2.4M	9	3.56%	Increased
1065	BLB&B Advisors Montgomeryville, Pennsylvania	$42.9M	-$1.39M	4	1.57%	Reduced
1066	Clear Harbor Asset Management Stamford, Connecticut	$42.8M	-$582K	4	2.64%	Reduced
1067	SteelPeak Wealth Woodland Hills, California	$42.7M	-$9.08M	14	1.11%	Reduced
1068	Achmea Investment Management Zeist, Netherlands	$42.7M	-$5.23M	2	1.07%	Reduced
1069	Nicola Wealth Management Vancouver, British Columbia, Canada	$42.6M	+$1.44M	3	4.91%	Increased
1070	Mengis Capital Management Portland, Oregon	$42.5M	-$1.33M	6	6.47%	Reduced
1071	Mitchell Capital Management Leawood, Kansas	$42.3M	+$4.56M	8	6.43%	Increased
1072	Howard Capital Management Group Los Angeles, California	$42.1M	+$307K	4	2.57%	Increased
1073	Symmetry Investments St Helier, Jersey	$42.1M	+$28.5M	5	2.85%	Increased
1074	Robertson Stephens Wealth Management San Francisco, California	$42M	-$1.31M	10	1.03%	Reduced
1075	Dark Forest Capital Management San Juan, Puerto Rico	$41.9M	+$5.08M	19	2.7%	Increased