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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
1426	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$1.96M	+$10.2M	1	0.25%	New
1427	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$1.96M	+$529K	5	0.67%	Increased
1428	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.96M	-$11.7K	1	4.31%	Reduced
1429	KFS KMS Financial Services Seattle, Washington	$1.95M	+$149K	4	0.48%	Increased
1430	VV Verity & Verity Beaufort, South Carolina	$1.95M	+$115K	1	1.12%	Increased
1431	SH Scepter Holdings Fort Worth, Texas	$1.95M	-$694K	1	0.36%	Reduced
1432	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$1.94M	$0	3	1.05%	Maintained
1433	Smithfield Trust Pittsburgh, Pennsylvania	$1.92M	-$225K	8	0.44%	Reduced
1434	TCI Wealth Advisors Tucson, Arizona	$1.92M	-$325K	10	1.46%	Reduced
1435	LCP Legacy Capital Partners Milwaukee, Wisconsin	$1.89M	+$1.21M	1	1.41%	Increased
1436	DCM Delta Capital Management Red Bank, New Jersey	$1.89M	+$195K	2	1.4%	Increased
1437	LCM Levitt Capital Management Boca Raton, Florida	$1.89M	+$1.42M	2	2.66%	Increased
1438	IAM ICM Asset Management Spokane, Washington	$1.88M	-$117K	1	2.03%	Reduced
1439	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$1.88M	-$1.53M	3	0.52%	Reduced
1440	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1.88M	+$1.7M	11	0.3%	Increased
1441	TCOT Trust Company of Toledo Holland, Ohio	$1.87M	-$189K	2	0.67%	Reduced
1442	SNT Security National Trust Wheeling, West Virginia	$1.86M	+$99.3K	4	0.84%	Increased
1443	Choate Investment Advisors Boston, Massachusetts	$1.85M	+$291K	2	0.14%	Increased
1444	KCMRT Kemper Corp Master Retirement Trust Chicago, Illinois	$1.85M	$0	1	0.74%	Maintained
1445	III Independent Investors Inc Nesconset, New York	$1.83M	-$1.46M	2	0.97%	Reduced
1446	CAM Carret Asset Management New York	$1.83M	-$64.7K	2	0.41%	Reduced
1447	SC StellarOne Corp Charlottesville, Virginia	$1.83M	+$73K	2	1.35%	Increased
1448	RAM Roanoke Asset Management Jersey City, New Jersey	$1.83M	+$1.84M	1	0.89%	New
1449	TFA Toth Financial Advisory Leesburg, Virginia	$1.83M	-$76.9K	1	0.86%	Reduced
1450	GF Gerstein Fisher New York	$1.83M	+$135K	6	0.4%	Increased