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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	T TradeWorx Red Bank, New Jersey	$2.15M	+$459K	6	0.98%	Increased
1402	CMANY Capital Management Associates (New York) New York	$2.14M	+$906K	4	3.29%	Increased
1403	QLMGAA QS Legg Mason Global Asset Allocation New York	$2.13M	-$115K	3	0.41%	Reduced
1404	Smith Salley Wealth Management Greensboro, North Carolina	$2.13M	-$29.5K	2	1.71%	Reduced
1405	COI Connable Office Inc Kalamazoo, Michigan	$2.12M	+$241K	4	0.6%	Increased
1406	RCM Reynolds Capital Management Las Vegas, Nevada	$2.12M	+$297K	7	1.37%	Increased
1407	PWW Pettyjohn Wood & White Lynchburg, Virginia	$2.11M	-$16.7K	1	1.31%	Reduced
1408	PTC Private Trust Company Cleveland, Ohio	$2.1M	+$271K	21	0.95%	Increased
1409	MIM Miller Investment Management West Conshohocken, Pennsylvania	$2.08M	-$303K	2	1.25%	Reduced
1410	TCM Timpani Capital Management Milwaukee, Wisconsin	$2.08M	-$4.28M	1	1.22%	Reduced
1411	RSS Rosenblum Silverman Sutton San Francisco, California	$2.08M	+$2.39M	1	1.11%	New
1412	Bailard Foster City, California	$2.07M	+$381K	3	0.39%	Increased
1413	Forvis Mazars Wealth Advisors Springfield, Missouri	$2.07M	+$110K	1	0.42%	Increased
1414	CIM CenturyLink Investment Management Denver, Colorado	$2.06M	-$640K	2	0.63%	Reduced
1415	MCM McMillion Capital Management Greensboro, North Carolina	$2.06M	-$4.65K	1	1.47%	Reduced
1416	CBU CIBC Bank USA Chicago, Illinois	$2.03M	-$611K	6	0.5%	Reduced
1417	BB Bell Bank Fargo, North Dakota	$2.02M	-$108K	1	0.71%	Reduced
1418	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$2.02M	-$27.1K	1	1.48%	Reduced
1419	Churchill Management Los Angeles, California	$2.02M	+$1.99M	1	0.1%	New
1420	PSCM Prince Street Capital Management New York	$2.01M	$0	1	2.65%	Maintained
1421	CC ClearArc Capital Cincinnati, Ohio	$2.01M	-$658K	6	0.56%	Reduced
1422	OM Ospraie Management New York	$1.99M	+$2.3M	1	1.68%	New
1423	PWAP Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania	$1.98M	+$51.8K	1	1.17%	Increased
1424	AWM Altavista Wealth Management Asheville, North Carolina	$1.97M	+$42K	1	1.28%	Increased
1425	GAM Griffin Asset Management New York	$1.97M	+$33.2K	1	0.64%	Increased