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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
1251	Kavar Capital Partners Group Leawood, Kansas	$31.7M	+$945K	3	3.91%	Increased
1252	Siemens Fonds Invest Munich, Germany	$31.7M	-$352K	13	1.56%	Reduced
1253	Community Trust & Investment Versailles, Kentucky	$31.6M	-$13.7M	2	1.63%	Reduced
1254	Mizuho Markets Cayman Grand Cayman, Cayman Islands	$31.6M	+$408	1	1.19%	Increased
1255	RAM Riggs Asset Management Dallas, Pennsylvania	$31.5M	-$7.31M	3	5.63%	Reduced
1256	City Holding Co Charleston, West Virginia	$31.4M	-$1.16M	9	3.55%	Reduced
1257	LM Lansing Management New York	$31.3M	-$1.6M	2	18.94%	Reduced
1258	IA Integrity Alliance Urbandale, Iowa	$31.2M	-$106K	6	0.98%	Reduced
1259	JNBA Financial Advisors Bloomington, Minnesota	$31.1M	+$12.3M	13	2.36%	Increased
1260	Level Four Advisory Services Dallas, Texas	$31.1M	-$647K	12	0.88%	Reduced
1261	LS Investment Advisors Bloomfield Hills, Michigan	$31M	-$657K	1	4.2%	Reduced
1262	BHWM Bellars Harris Wealth Management Virginia Beach, Virginia	$30.9M	+$26.6M	3	6.28%	New
1263	Sigma Investment Counselors Northville, Michigan	$30.9M	-$1.78M	3	1.5%	Reduced
1264	ROC Running Oak Capital Edina, Minnesota	$30.9M	+$1.08M	3	5.26%	Increased
1265	HCM Harvey Capital Management Palm Beach, Florida	$30.8M	-$1.48M	5	6.34%	Reduced
1266	Goodnow Investment Group Darien, Connecticut	$30.7M	-$24.2M	1	3.19%	Reduced
1267	Sagespring Wealth Partners Franklin, Tennessee	$30.7M	+$525K	12	0.47%	Increased
1268	MC Mathes Company New York	$30.7M	+$152K	4	9.55%	Increased
1269	SMI Shelter Mutual Insurance Columbia, Missouri	$30.7M	-$3.51M	2	6.5%	Reduced
1270	Ninety One Cape Town, South Africa	$30.7M	+$1.66M	2	1.66%	Increased
1271	Compass Capital Management Minneapolis, Minnesota	$30.6M	-$1.79M	2	1.85%	Reduced
1272	Capital Investment Counsel (Colorado) Denver, Colorado	$30.5M	-$1.21M	2	3.77%	Reduced
1273	Fideuram - Intesa Sanpaolo Private Banking Turin,	$30.5M	+$6.4M	11	0.92%	Increased
1274	Polar Asset Management Partners Toronto, Ontario, Canada	$30.4M	+$5.13M	8	0.5%	Increased
1275	VG Visualize Group New York	$30.3M	$0	1	10.44%	Maintained