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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
1551	OHWP Oak Harbor Wealth Partners Raleigh, North Carolina	$20.4M	-$2.88M	2	7.61%	Reduced
1552	NC Nitorum Capital New York	$20.4M	+$854K	2	13.89%	Increased
1553	PWAM Park West Asset Management San Francisco, California	$20.3M	+$3.3M	1	1.39%	Increased
1554	KA Kovack Advisors Ft. Lauderdale, Florida	$20.3M	+$279K	11	0.98%	Increased
1555	HLCM Hi-Line Capital Management Watertown, South Dakota	$20.2M	+$224K	2	5.69%	Increased
1556	BCM BTC Capital Management Des Moines, Iowa	$20.2M	+$2.03M	4	1.23%	Increased
1557	Foundations Investment Advisors Phoenix, Arizona	$20.2M	+$5.37M	12	0.21%	Increased
1558	RCM Rivermont Capital Management New York	$20.2M	+$16.7M	1	2.86%	New
1559	HH HWG Holdings Houston, Texas	$20.1M	+$6.29M	3	4.55%	Increased
1560	MAM Morse Asset Management Darien, Connecticut	$20.1M	+$254K	13	3.33%	Increased
1561	SCM Stanley Capital Management Houston, Texas	$20.1M	+$13M	2	2.66%	Increased
1562	DP DDD Partners Bellevue, Washington	$20.1M	+$2.23M	4	1.25%	Increased
1563	CAM Columbia Asset Management Ann Arbor, Michigan	$20M	-$916K	2	3.48%	Reduced
1564	CCM Canal Capital Management Richmond, Virginia	$20M	+$4.51M	6	2.44%	Increased
1565	WCM Whitener Capital Management Rocky Mount, North Carolina	$20M	+$406K	4	4.23%	Increased
1566	SRFM Shannon River Fund Management New York	$20M	-$1.81M	1	1.78%	Reduced
1567	BCM Barometer Capital Management Toronto, Ontario, Canada	$19.9M	+$788K	4	5.54%	Increased
1568	LWP LMG Wealth Partners Shreveport, Louisiana	$19.9M	-$1.4M	4	3.18%	Reduced
1569	VVP Vulcan Value Partners Birmingham, Alabama	$19.9M	-$4.38M	1	0.61%	Reduced
1570	OC Oarsman Capital Milwaukee, Wisconsin	$19.8M	+$10.2M	6	2.1%	Increased
1571	AWM Aries Wealth Management Portland, Maine	$19.8M	-$57.1K	4	3.89%	Reduced
1572	GHA GW Henssler & Associates Kennesaw, Georgia	$19.8M	-$14.2M	5	0.88%	Reduced
1573	UCI Uncommon Cents Investing Janesville, Wisconsin	$19.8M	-$1.16M	7	4.29%	Reduced
1574	OAJ Ogorek Anthony Joseph Williamsville, New York	$19.7M	-$1.73M	13	4.89%	Reduced
1575	Smith Salley Wealth Management Greensboro, North Carolina	$19.7M	+$465K	3	0.86%	Increased