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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
1476	ICP Ironvine Capital Partners Omaha, Nebraska	$22.9M	+$20.4M	3	2.13%	Increased
1477	PFA Perryman Financial Advisory Dallas, Texas	$22.9M	+$635K	4	3.04%	Increased
1478	MIM Martin Investment Management Palm Beach Gardens, Florida	$22.8M	-$1.15M	2	7.62%	Reduced
1479	LTI Laffer Tengler Investments Nashville, Tennessee	$22.8M	-$1.16M	3	2.92%	Reduced
1480	PKC Palmer Knight Company Jacksonville, Florida	$22.7M	+$1.04M	2	8.74%	Increased
1481	NERM New England Research & Management Chicago, Illinois	$22.7M	-$865K	4	8.83%	Reduced
1482	SC Syon Capital San Francisco, California	$22.7M	+$306K	18	0.99%	Increased
1483	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$22.6M	-$215K	4	3.33%	Reduced
1484	Wedmont Private Capital West Chester, Pennsylvania	$22.6M	+$1.86M	15	0.62%	Increased
1485	ECM Everence Capital Management Goshen, Indiana	$22.6M	-$928K	22	1.19%	Reduced
1486	SNB Security National Bank Omaha, Nebraska	$22.6M	+$2.95M	9	2.69%	Increased
1487	Aequim Alternative Investments Mill Valley, California	$22.5M	$0	2	0.35%	Maintained
1488	FC FORA Capital Miami, Florida	$22.5M	-$21.1M	7	1.54%	Reduced
1489	MIG McGuire Investment Group Wakefield, Rhode Island	$22.5M	+$9.66K	1	1.97%	Increased
1490	MAP Moody Aldrich Partners Marblehead, Massachusetts	$22.4M	+$476K	7	4.03%	Increased
1491	CIC Chase Investment Counsel Charlottesville, Virginia	$22.4M	-$2.71M	6	4.73%	Reduced
1492	KC Knuff & Co Foster City, California	$22.4M	-$121K	4	5.67%	Reduced
1493	FPW Flywheel Private Wealth Los Altos, California	$22.3M	-$2.68M	1	11%	Reduced
1494	KHCM Kettle Hill Capital Management New York	$22.3M	+$18.7M	1	5.49%	Increased
1495	IFG Advisory Atlanta, Georgia	$22.3M	+$19.1M	22	0.78%	Increased
1496	GIM Goelzer Investment Management Carmel, Indiana	$22.3M	+$358K	5	0.97%	Increased
1497	Modern Wealth Management Lenexa, Kansas	$22.3M	+$7.72M	15	0.27%	Increased
1498	EWM EPG Wealth Management Atlanta, Georgia	$22.2M	+$357K	4	5.33%	Increased
1499	JCM Jacobi Capital Management Pittston, Pennsylvania	$22.2M	-$7.4M	9	1.09%	Reduced
1500	GAB German American Bancorp Jasper, Indiana	$22.2M	-$493K	3	1.67%	Reduced