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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
1376	NCA NCM Capital Advisers Durham, North Carolina	$2.28M	+$232K	2	2.53%	Increased
1377	HFM Hartford Financial Management Hartford, Connecticut	$2.27M	-$1.25K	3	1.57%	Reduced
1378	CCM Credo Capital Management Baltimore, Maryland	$2.27M	-$2.82M	4	3.9%	Reduced
1379	TCM Troob Capital Management White Plains, New York	$2.27M	$0	1	17.08%	Maintained
1380	PIP Perennial Investment Partners Sydney, Australia	$2.27M	-$1.12M	1	0.58%	Reduced
1381	SCCM Schafer Cullen Capital Management New York	$2.27M	-$1.3K	2	0.03%	Reduced
1382	ACM Aviance Capital Management Sarasota, Florida	$2.24M	-$86K	8	1.3%	Reduced
1383	Fulton Bank Lancaster, Pennsylvania	$2.24M	-$270K	2	0.26%	Reduced
1384	ETrade Capital Management Arlington, Virginia	$2.24M	+$416K	9	0.21%	Increased
1385	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$2.23M	+$547K	3	5.26%	Increased
1386	MPAM Monarch Partners Asset Management Boston, Massachusetts	$2.22M	+$620K	2	0.78%	Increased
1387	NVIM New Vernon Investment Management Highland Park, Illinois	$2.22M	+$2.56M	1	2.69%	New
1388	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$2.21M	-$399K	3	0.35%	Reduced
1389	THCM Tipp Hill Capital Management New York	$2.2M	+$2.16M	1	1.91%	New
1390	Graham Capital Management Rowayton, Connecticut	$2.2M	+$2.01M	1	0.14%	New
1391	NCIM New Century Investment Management Southfield, Michigan	$2.19M	-$5.04M	2	1.49%	Reduced
1392	NAM NorthCoast Asset Management Greenwich, Connecticut	$2.19M	-$481K	2	0.15%	Reduced
1393	TMC Trellus Management Company Delray Beach, Florida	$2.18M	-$556K	3	2.77%	Reduced
1394	P3I Progeny 3 Inc Kirkland, Washington	$2.18M	+$856K	2	1.43%	Increased
1395	CYG Clean Yield Group Norwich, Vermont	$2.17M	-$14.7K	1	1.18%	Reduced
1396	Raymond James Trust St. Petersburg, Florida	$2.17M	+$122K	3	0.33%	Increased
1397	EAM Eclectica Asset Management London, United Kingdom	$2.17M	+$134K	2	1.72%	Increased
1398	ATC Adirondack Trust Company Saratoga Springs, New York	$2.17M	-$6.19K	3	1.91%	Reduced
1399	HTI Hikari Tsushin Inc Tokyo, Japan	$2.15M	+$1.03M	1	0.41%	Increased
1400	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$2.15M	-$65.5K	2	3.96%	Reduced