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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
1226	Bailard Foster City, California	$33.1M	+$5.69M	14	0.67%	Increased
1227	Palisade Capital Management Fort Lee, New Jersey	$33M	-$14.7M	7	1.44%	Reduced
1228	ZWJ Investment Counsel Atlanta, Georgia	$32.9M	+$2.11M	7	1.06%	Increased
1229	Claret Asset Management Montreal, Quebec, Canada	$32.9M	-$99.2K	20	3.54%	Reduced
1230	Davidson Capital Management Corpus Christi, Texas	$32.8M	+$81.9K	6	5.26%	Increased
1231	TIAA-CREF Individual & Institutional Services New York	$32.7M	+$481K	10	0.11%	Increased
1232	PA PFW Advisors Atlanta, Georgia	$32.7M	-$248K	4	9.54%	Reduced
1233	Silver Oak Securities Jackson, Tennessee	$32.6M	+$1.8M	11	1.98%	Increased
1234	Huntleigh Advisors St. Louis, Missouri	$32.6M	+$2.12M	7	4.56%	Increased
1235	Alpha Capital Management Austin, Texas	$32.5M	-$3.95M	5	4.22%	Reduced
1236	Ascent Group Virginia Beach, Virginia	$32.5M	+$10M	15	0.97%	Increased
1237	GIPM G2 Investment Partners Management New York	$32.3M	-$21.6M	4	5.88%	Reduced
1238	Thames Capital Management Roseland, New Jersey	$32.2M	-$40.3M	3	2.65%	Reduced
1239	Guardian Capital (Canada) Toronto, Ontario, Canada	$32.1M	-$695K	4	0.78%	Reduced
1240	Envestnet Portfolio Solutions Chicago, Illinois	$32.1M	+$2.92M	17	0.15%	Increased
1241	L & S Advisors Los Angeles, California	$32M	+$4.71M	4	3.31%	Increased
1242	TAM Telemark Asset Management Boston, Massachusetts	$31.9M	$0	1	2.31%	Maintained
1243	Waters Parkerson & Co New Orleans, Louisiana	$31.9M	+$508K	3	1.58%	Increased
1244	Roundview Capital Princeton, New Jersey	$31.9M	+$218K	6	1.74%	Increased
1245	NI Nuance Investments Kansas City, Missouri	$31.9M	+$4.29M	3	5.42%	Increased
1246	Ballentine Partners Waltham, Massachusetts	$31.8M	+$986K	27	0.39%	Increased
1247	MidFirst Bank Oklahoma City, Oklahoma	$31.8M	+$239K	14	2.26%	Increased
1248	PCM Princeton Capital Management Red Bank, New Jersey	$31.8M	+$243K	7	7.17%	Increased
1249	Fairview Capital Investment Management Greenbrae, California	$31.8M	+$1.19M	3	1.68%	Increased
1250	RTM RH Tailwind Management West Conshohocken, Pennsylvania	$31.7M	+$17.1M	4	3.09%	Increased