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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	WI Wedgewood Investors Erie, Pennsylvania	$1.73M	+$42.1K	2	2.06%	Increased
1477	HVIA Hudson Valley Investment Advisors Goshen, New York	$1.73M	+$394K	2	0.84%	Increased
1478	FCB First Citizens Bancorporation Columbia, South Carolina	$1.73M	+$616K	2	1.5%	Increased
1479	KCM Kames Capital Management Edinburgh, United Kingdom	$1.72M	-$1.06M	1	0.05%	Reduced
1480	Ancora Advisors Cleveland, Ohio	$1.72M	-$588K	3	0.29%	Reduced
1481	DR Davis Rea Toronto, Ontario, Canada	$1.71M	+$1.74M	1	1.33%	New
1482	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$1.71M	+$213K	4	1.03%	Increased
1483	BC Banced Corp Edwardsville, Illinois	$1.71M	+$359K	3	1.72%	Increased
1484	FPC Falcon Point Capital San Francisco, California	$1.7M	-$970K	2	1.81%	Reduced
1485	WC Whitnell & Co Oak Brook, Illinois	$1.69M	+$4.78K	2	0.83%	Increased
1486	UFG United Fire Group Cedar Rapids, Iowa	$1.69M	$0	2	0.84%	Maintained
1487	NAM North American Management Boston, Massachusetts	$1.67M	-$156K	1	0.32%	Reduced
1488	LC Lilley & Co Tecumseh, Michigan	$1.67M	-$130K	3	0.87%	Reduced
1489	RCM Raptor Capital Management Boston, Massachusetts	$1.67M	-$8.34M	1	0.92%	Reduced
1490	MSP Madison Street Partners Denver, Colorado	$1.66M	+$1.92M	1	1.96%	New
1491	BA Birinyi Associates Westport, Connecticut	$1.66M	-$946K	2	0.94%	Reduced
1492	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.66M	-$7.56M	1	0.03%	Reduced
1493	CBT Central Bank & Trust Lexington, Kentucky	$1.65M	-$1.1M	3	0.74%	Reduced
1494	HKIM Hayek Kallen Investment Management Fairhope, Alabama	$1.63M	+$1.88M	1	1.35%	New
1495	MWVC Morgens Waterfall Vintiadis & Co New York	$1.63M	$0	1	1.19%	Maintained
1496	CCM Condor Capital Management Martinsville, New Jersey	$1.62M	-$30.3K	2	0.56%	Reduced
1497	Eagle Global Advisors Houston, Texas	$1.61M	-$2.71M	1	0.06%	Reduced
1498	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$1.6M	-$6.76M	2	0.35%	Reduced
1499	CIC Chase Investment Counsel Charlottesville, Virginia	$1.6M	-$8.16M	1	0.41%	Reduced
1500	Benjamin F. Edwards & Company St. Louis, Missouri	$1.6M	+$143K	8	0.59%	Increased