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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
1601	Members Trust Tampa, Florida	$19M	+$7.12M	2	0.59%	Increased
1602	BCM Bourgeon Capital Management Darien, Connecticut	$19M	+$10.3M	3	2.8%	Increased
1603	OFS OneAscent Financial Services Birmingham, Alabama	$19M	-$725K	6	0.91%	Reduced
1604	DA Denali Advisors San Diego, California	$19M	+$605K	5	1.91%	Increased
1605	WP Wedgewood Partners St Louis, Missouri	$19M	-$8.05M	1	3.91%	Reduced
1606	AIA Angeles Investment Advisors Santa Monica, California	$18.9M	-$255K	2	1.14%	Reduced
1607	EAM EdenTree Asset Management London, United Kingdom	$18.9M	-$1.15M	4	5.76%	Reduced
1608	TL Tradewinds LLC Raleigh, North Carolina	$18.9M	-$10.1M	3	4.25%	Reduced
1609	HCM Hutchinson Capital Management San Rafael, California	$18.8M	+$486K	2	3.23%	Increased
1610	T TrustBank Olney, Illinois	$18.8M	+$851K	3	6.39%	Increased
1611	Focus Financial Network Minneapolis, Minnesota	$18.8M	+$376K	6	0.58%	Increased
1612	GMA Glassy Mountain Advisors Bethesda, Maryland	$18.7M	-$244K	1	5.12%	Reduced
1613	Partners Capital Investment Group Boston, Massachusetts	$18.6M	-$3.84M	7	0.66%	Reduced
1614	SummitTX Capital Fort Worth, Texas	$18.6M	-$20.7M	13	0.48%	Reduced
1615	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$18.5M	+$6.82M	7	1.76%	Increased
1616	CIA Covington Investment Advisors Ligonier, Pennsylvania	$18.5M	-$995K	2	2.39%	Reduced
1617	MYA Meiji Yasuda America New York	$18.5M	+$3.28M	2	3.09%	Increased
1618	MA MONECO Advisors Fairfield, Connecticut	$18.5M	+$5.94M	8	1.13%	Increased
1619	MK MASTERINVEST Kapitalanlage Vienna,	$18.5M	+$748K	6	1.59%	Increased
1620	GBFG Gerald Baker Financial Group Arlington, Texas	$18.4M	+$1.23M	4	5.24%	Increased
1621	CB Community Bank Dewitt, New York	$18.4M	-$516K	8	1.99%	Reduced
1622	AF Alerus Financial Grand Forks, North Dakota	$18.4M	-$2.19M	10	0.8%	Reduced
1623	Dymon Asia Capital (Singapore) Singapore	$18.3M	+$3.2M	3	0.77%	Increased
1624	CCG Cloverfields Capital Group Minneapolis, Minnesota	$18.3M	+$4.19M	6	5.53%	Increased
1625	AA ABC Arbitrage Paris, France	$18.3M	+$1.29M	4	1.97%	Increased