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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
1401	3F 360 Financial Wayzata, Minnesota	$25.2M	-$77.5K	4	6.4%	Reduced
1402	BFIM Beese Fulmer Investment Management Canton, Ohio	$25.2M	-$1.38M	7	1.45%	Reduced
1403	IP Indivisible Partners Clearwater, Florida	$25.1M	+$2.97M	10	1.42%	Increased
1404	LA Lifeworks Advisors Grand Rapids, Michigan	$25.1M	+$1.98M	4	2.63%	Increased
1405	TCOV Trust Company of Vermont Brattleboro, Vermont	$25.1M	+$21.8M	19	0.94%	New
1406	VSQM V-Square Quantitative Management Chicago, Illinois	$25.1M	+$2.03M	21	2.39%	Increased
1407	WIM Westside Investment Management Santa Monica, California	$25.1M	-$1.49M	23	3.29%	Reduced
1408	SSA Sierra Summit Advisors Incline Village, Nevada	$25.1M	-$25.6M	6	2.8%	Reduced
1409	NFG Nations Financial Group Cedar Rapids, Iowa	$25M	-$832K	7	1.2%	Reduced
1410	OCM Outlook Capital Management Arlington Heights, Illinois	$25M	+$20.7M	3	8.07%	New
1411	Everett Harris & Co Los Angeles, California	$25M	+$625K	3	0.31%	Increased
1412	CoreCap Advisors Southfield, Michigan	$25M	+$2.24M	34	0.74%	Increased
1413	PTB Pioneer Trust Bank Salem, Oregon	$24.9M	-$899K	2	5.66%	Reduced
1414	OMC Overbrook Management Corp New York	$24.9M	-$1.74M	2	3.76%	Reduced
1415	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$24.9M	-$559K	4	2.25%	Reduced
1416	SAM Southernsun Asset Management Memphis, Tennessee	$24.9M	-$225K	3	3.35%	Reduced
1417	TCM Tufton Capital Management Hunt Valley, Maryland	$24.9M	-$1.89M	2	4.17%	Reduced
1418	TCM Tran Capital Management San Rafael, California	$24.8M	-$484K	1	2.86%	Reduced
1419	Avantax Planning Partners Dubuque, Iowa	$24.8M	+$553K	5	0.62%	Increased
1420	HH Hilltop Holdings Dallas, Texas	$24.8M	+$1.95M	17	1.92%	Increased
1421	PC Pier Capital Stamford, Connecticut	$24.6M	-$2.51M	3	3.26%	Reduced
1422	HIS Horizon Investment Services Hammond, Indiana	$24.6M	+$52.7K	6	6.84%	Increased
1423	NGM North Growth Management Vancouver, British Columbia, Canada	$24.6M	-$828K	2	3.15%	Reduced
1424	SCS Capital Management Boston, Massachusetts	$24.5M	-$364K	2	0.23%	Reduced
1425	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$24.5M	-$63.9K	14	2.36%	Reduced