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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
1301	JWBC J.W. Burns & Co Dewitt, New York	$2.75M	+$854K	3	1.05%	Increased
1302	OC Oppenheimer & Close New York	$2.73M	+$58.9K	3	1.94%	Increased
1303	11A 10-15 Associates Goshen, New York	$2.73M	+$164K	2	1.13%	Increased
1304	CCM Cohen Capital Management Corte Madera, California	$2.72M	$0	1	0.84%	Maintained
1305	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$2.72M	-$34.7K	2	3.95%	Reduced
1306	WA WFG Advisors Dallas, Texas	$2.71M	+$97.5K	16	0.42%	Increased
1307	CWM Concert Wealth Management San Jose, California	$2.71M	-$259K	5	0.38%	Reduced
1308	AWCI Alpine Woods Capital Investors Purchase, New York	$2.71M	-$664K	2	0.17%	Reduced
1309	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$2.71M	+$135K	4	1.1%	Increased
1310	BFIM Beese Fulmer Investment Management Canton, Ohio	$2.69M	+$3.04M	3	1.06%	New
1311	TPM T2 Partners Management New York	$2.68M	-$2.92M	1	4.23%	Reduced
1312	PRCM Pine River Capital Management Minnetonka, Minnesota	$2.67M	$0	1	0.03%	Maintained
1313	LFR Lehman Financial Resources Media, Pennsylvania	$2.67M	+$101K	2	1.71%	Increased
1314	LOM Loeb Offshore Management New York	$2.67M	+$2.21M	2	0.82%	Increased
1315	Johnson Investment Counsel Cincinnati, Ohio	$2.66M	-$1.41M	5	0.11%	Reduced
1316	JC Jetstream Capital Brentwood, Tennessee	$2.66M	+$1.15M	1	0.05%	Increased
1317	GOFM GGC Opportunity Fund Management San Francisco, California	$2.66M	+$337K	1	0.51%	Increased
1318	BCAM Boston Common Asset Management Boston, Massachusetts	$2.64M	-$2.13M	2	0.15%	Reduced
1319	FAM Fortaleza Asset Management Chicago, Illinois	$2.62M	+$4.22K	2	1.37%	Increased
1320	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$2.62M	-$573K	13	0.74%	Reduced
1321	DD Dominick & Dominick New York	$2.62M	-$55K	4	1.45%	Reduced
1322	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$2.61M	-$688K	2	1.2%	Reduced
1323	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$2.61M	+$173K	8	0.42%	Increased
1324	TFF Timothy F. Fidgeon	$2.59M	-$25K	2	1.32%	Reduced
1325	BRCM Bright Rock Capital Management Hanover, Massachusetts	$2.58M	$0	2	1.45%	Maintained