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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
1351	LB Legacy Bridge West Des Moines, Iowa	$26.7M	-$3.22M	6	8.24%	Reduced
1352	CL COWA LLC Tulsa, Oklahoma	$26.6M	+$771K	2	6.68%	Increased
1353	Horizon Kinetics Asset Management New York	$26.5M	-$284K	7	0.3%	Reduced
1354	FFA Fi3 Financial Advisors Indianapolis, Indiana	$26.5M	+$22M	4	6.35%	Increased
1355	Centiva Capital New York	$26.5M	+$9.13M	30	0.23%	Increased
1356	SAA Southeast Asset Advisors Thomasville, Georgia	$26.5M	-$2.07M	7	2.69%	Reduced
1357	BWP Barlow Wealth Partners Louisville, Kentucky	$26.4M	-$3.79M	4	2.86%	Reduced
1358	BGM Burkehill Global Management New York	$26.4M	-$28.9M	3	0.95%	Reduced
1359	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$26.4M	-$492K	3	4.77%	Reduced
1360	WTB Washington Trust Bank Spokane, Washington	$26.4M	-$2.24M	5	1.85%	Reduced
1361	KA Kintegral Advisory New York	$26.3M	$0	5	2.14%	Maintained
1362	SGM Scalar Gauge Management Dallas, Texas	$26.3M	+$1.01M	3	14.5%	Increased
1363	DI Deeter Investments Austin, Texas	$26.3M	+$13.9M	2	3.65%	Increased
1364	GWI Grace & White Inc Ny, New York	$26.2M	+$211K	3	4.15%	Increased
1365	GCL Gouws Capital LLC Charlotte, North Carolina	$26.2M	-$805K	3	12.19%	Reduced
1366	CCS Concentric Capital Strategies Stamford, Connecticut	$26.2M	+$19.6M	10	1.45%	Increased
1367	SC Sagefield Capital Dallas, Texas	$26.2M	+$19.2M	2	1.94%	Increased
1368	FLI Family Legacy Inc Greenville, South Carolina	$26.1M	-$419K	3	6.97%	Reduced
1369	PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen,	$26.1M	-$77.8M	1	0.59%	Reduced
1370	SAW Signal Advisors Wealth Detroit, Michigan	$26M	+$1.04M	7	1.32%	Increased
1371	GIM Generate Investment Management Auckland, New Zealand	$26M	+$19.5M	2	1.07%	Increased
1372	HMCP Hook Mill Capital Partners New York	$25.9M	+$21.5M	1	2.41%	New
1373	Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg	$25.9M	-$22.1M	2	0.91%	Reduced
1374	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$25.9M	+$2.12M	5	1.85%	Increased
1375	YIA YHB Investment Advisors West Hartford, Connecticut	$25.8M	-$160K	5	1.65%	Reduced