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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
1526	CRC Catawba River Capital Lake Wylie, South Carolina	$21.4M	+$3.8M	2	9.57%	Increased
1527	RBC Romano Brothers & Co Evanston, Illinois	$21.3M	-$179K	3	2.14%	Reduced
1528	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$21.2M	-$30.1K	11	1.85%	Reduced
1529	WCA Westover Capital Advisors Wilmington, Delaware	$21.2M	-$1.25M	9	3.52%	Reduced
1530	EAM Eukles Asset Management Cincinnati, Ohio	$21.2M	-$579K	4	8.73%	Reduced
1531	FA Faithward Advisors Lancaster, Pennsylvania	$21.2M	+$3.63M	3	2.58%	Increased
1532	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$21.1M	-$439K	10	0.67%	Reduced
1533	AFCM Alta Fox Capital Management Fort Worth, Texas	$21.1M	+$18.3M	1	4.24%	New
1534	STAS Strong Tower Advisory Services Minneapolis, Minnesota	$21M	-$502K	3	3.77%	Reduced
1535	GCA Greenwood Capital Associates Greenwood, South Carolina	$21M	+$3.73M	7	2.06%	Increased
1536	SL Sentry LLC Memphis, Tennessee	$21M	+$4.94K	2	5.88%	Increased
1537	AWA Aaron Wealth Advisors Chicago, Illinois	$21M	-$860K	13	1.07%	Reduced
1538	PHAM Pacific Heights Asset Management San Francisco, California	$21M	$0	1	0.66%	Maintained
1539	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$20.9M	-$1.99M	3	2.82%	Reduced
1540	WSCM Wellington Shields Capital Management New York	$20.9M	-$340K	10	2.65%	Reduced
1541	ES Eagle Strategies New York	$20.8M	-$8.32M	6	2.07%	Reduced
1542	SM Sunriver Management Greenwich, Connecticut	$20.8M	+$20.8M	1	3.27%	New
1543	CIM Corbyn Investment Management Lutherville, Maryland	$20.8M	-$1.25M	1	6%	Reduced
1544	MGM Manchester Global Management London, United Kingdom	$20.8M	$0	1	2.29%	Maintained
1545	BLAM Bourne Lent Asset Management Pawling, New York	$20.7M	-$448K	3	7.15%	Reduced
1546	BIP Bouvel Investment Partners Phoenixville, Pennsylvania	$20.7M	+$6.44M	3	4.68%	Increased
1547	AFG Albion Financial Group Salt Lake City, Utah	$20.7M	+$110K	10	1.2%	Increased
1548	Intact Investment Management Montreal, Quebec, Canada	$20.6M	+$905K	3	0.58%	Increased
1549	IH IES Holdings Houston, Texas	$20.6M	+$1.49M	1	6.62%	Increased
1550	CC Cannell Capital Alta, Wyoming	$20.5M	-$2.75M	3	13.76%	Reduced