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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
1326	Penserra Capital Management Orinda, California	$27.8M	-$8.46M	27	0.21%	Reduced
1327	FC Fusion Capital Mt. Pleasant, South Carolina	$27.8M	-$433K	2	6.45%	Reduced
1328	OIMU Osmosis Investment Management UK London, United Kingdom	$27.7M	-$14.1M	13	1.28%	Reduced
1329	Martingale Asset Management Boston, Massachusetts	$27.7M	-$15.4M	11	0.65%	Reduced
1330	IQI Integrated Quantitative Investments Bellevue, Washington	$27.6M	-$7.45M	17	4.53%	Reduced
1331	Howard Capital Management Roswell, Georgia	$27.6M	+$7.06M	9	0.33%	Increased
1332	SC Searle & Co Greenwich, Connecticut	$27.6M	+$918K	3	6.2%	Increased
1333	FM Foster & Motley Cincinnati, Ohio	$27.6M	-$1.76M	5	1.27%	Reduced
1334	Bogart Wealth LLC Mclean, Virginia	$27.5M	-$2.06M	31	0.94%	Reduced
1335	CAM Covenant Asset Management Chester, New Jersey	$27.4M	-$694K	3	4.6%	Reduced
1336	Atlas FRM Greenwich, Connecticut	$27.3M	+$25.2M	3	1.17%	Increased
1337	CIG Cullen Investment Group Lafayette, Louisiana	$27.3M	+$438K	5	3.3%	Increased
1338	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$27.3M	-$156K	10	1.63%	Reduced
1339	PAS Professional Advisory Services Vero Beach, Florida	$27.2M	+$3.38M	2	3.26%	Increased
1340	NPT Nixon Peabody Trust Boston, Massachusetts	$27.1M	-$2.18M	3	1.92%	Reduced
1341	Marsico Capital Management Denver, Colorado	$27.1M	+$9.44M	1	0.71%	Increased
1342	TCTC Holdings Dallas, Texas	$27M	+$444K	3	0.71%	Increased
1343	GLR Great Lakes Retirement Sandusky, Ohio	$26.9M	-$873K	5	2.39%	Reduced
1344	PCM Prelude Capital Management New York	$26.9M	-$1.62M	22	1.96%	Reduced
1345	HVP Hudson Value Partners Palm Beach, Florida	$26.8M	+$112K	6	6.74%	Increased
1346	Wealthspire Advisors (New York) New York	$26.8M	+$4.17M	16	0.15%	Increased
1347	AA Armor Advisors New York	$26.8M	-$782K	1	19.14%	Reduced
1348	HIC Holderness Investments Company Greensboro, North Carolina	$26.8M	+$232K	10	4.46%	Increased
1349	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$26.8M	-$105K	5	0.71%	Reduced
1350	TCA Trifecta Capital Advisors Northbrook, Illinois	$26.7M	-$211K	8	3.44%	Reduced