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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
1501	Oaktree Capital Management Los Angeles, California	$1.6M	+$364K	1	0.03%	Increased
1502	QIM Quest Investment Management Lake Oswego, Oregon	$1.59M	-$5.41M	4	0.14%	Reduced
1503	LMAM Legg Mason Asset Management Tokyo, Japan	$1.58M	-$133K	2	0.86%	Reduced
1504	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$1.57M	+$664K	2	0.93%	Increased
1505	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.57M	$0	1	1.32%	Maintained
1506	IPRC Indices-Pac Research Corporation Montvale, New Jersey	$1.57M	+$2.57K	2	1.03%	Increased
1507	BG Bollard Group Boston, Massachusetts	$1.56M	+$1.06M	2	0.18%	Increased
1508	SIM Spark Investment Management New York	$1.56M	+$194K	4	0.36%	Increased
1509	RAM Redmond Asset Management Henrico, Virginia	$1.56M	+$448K	2	0.91%	Increased
1510	GIM Guardian Investment Management Tiburon, California	$1.56M	$0	1	2.12%	Maintained
1511	FFC First Financial Corp Terre Haute, Indiana	$1.55M	+$116K	3	0.77%	Increased
1512	Capital Analysts LLC Fort Washington, Pennsylvania	$1.55M	-$137K	4	0.46%	Reduced
1513	UR USCA RIA Houston, Texas	$1.55M	-$59.2K	2	0.7%	Reduced
1514	CAM Chou Associates Management Toronto, Ontario, Canada	$1.53M	$0	1	0.08%	Maintained
1515	DCM Decatur Capital Management Decatur, Georgia	$1.52M	+$1.57M	1	0.32%	New
1516	SSG Summit Securities Group New York	$1.52M	+$1.38M	2	0.52%	Increased
1517	MA Marshwinds Advisory St Simons Island, Georgia	$1.51M	+$46.4K	2	0.87%	Increased
1518	WIC Willis Investment Counsel Gainesville, Georgia	$1.51M	$0	2	0.17%	Maintained
1519	LG Leuthold Group Minneapolis, Minnesota	$1.51M	-$170K	2	0.14%	Reduced
1520	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$1.51M	+$41.6K	1	1.43%	Increased
1521	MC Menta Capital San Francisco, California	$1.5M	-$434K	4	0.76%	Reduced
1522	RAM RWC Asset Management London, United Kingdom	$1.49M	+$101K	1	0.17%	Increased
1523	BEAM Baker Ellis Asset Management Vancouver, Washington	$1.49M	-$8.39K	3	0.56%	Reduced
1524	Hudson Bay Capital Management Stamford, Connecticut	$1.49M	+$326K	2	0.06%	Increased
1525	FVCM F&V Capital Management Boca Raton, Florida	$1.48M	-$1.1M	1	1.26%	Reduced