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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	LC Lilley & Co Tecumseh, Michigan	$1.71M	-$108K	3	0.8%	Reduced
1602	T TradeWorx Red Bank, New Jersey	$1.7M	-$539K	4	0.74%	Reduced
1603	VHAM Van Hulzen Asset Management El Dorado Hills, California	$1.7M	+$1.56M	2	1.47%	New
1604	GIM Guardian Investment Management Tiburon, California	$1.7M	$0	1	1.88%	Maintained
1605	SAM Shikiar Asset Management New York	$1.69M	-$845K	3	0.74%	Reduced
1606	CIC Chase Investment Counsel Charlottesville, Virginia	$1.69M	-$34.2K	1	0.5%	Reduced
1607	First Merchants Corp Muncie, Indiana	$1.69M	+$700K	2	0.55%	Increased
1608	Brookstone Capital Management Wheaton, Illinois	$1.68M	+$1.58M	1	0.48%	New
1609	DA Denali Advisors San Diego, California	$1.68M	-$9.06M	3	0.53%	Reduced
1610	BEAM Baker Ellis Asset Management Vancouver, Washington	$1.67M	-$67.7K	3	0.58%	Reduced
1611	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.67M	+$1.55M	1	1.66%	New
1612	NAM North American Management Boston, Massachusetts	$1.66M	-$148K	1	0.29%	Reduced
1613	ACM American Capital Management New York	$1.66M	+$1.56M	1	0.21%	New
1614	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.64M	-$1.32M	3	0.21%	Reduced
1615	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.64M	-$110K	1	1.33%	Reduced
1616	FMB Field & Main Bank Henderson, Kentucky	$1.62M	+$1.53M	2	1.58%	New
1617	CIA Covington Investment Advisors Ligonier, Pennsylvania	$1.62M	$0	1	1.04%	Maintained
1618	NA NSB Advisors Fishkill, New York	$1.61M	-$3.32M	1	0.95%	Reduced
1619	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.61M	$0	2	0.25%	Maintained
1620	FIM Fernwood Investment Management Quincy, Massachusetts	$1.61M	+$1.51M	1	1.07%	New
1621	OC Oarsman Capital Milwaukee, Wisconsin	$1.61M	+$269K	3	1.29%	Increased
1622	FNB First Niagara Bank Lockport, New York	$1.61M	+$86.3K	4	0.31%	Increased
1623	QI Qualcomm Inc San Diego, California	$1.6M	-$2.39M	1	0.08%	Reduced
1624	FVCM F&V Capital Management Boca Raton, Florida	$1.6M	+$10.6K	1	1.28%	Increased
1625	UR USCA RIA Houston, Texas	$1.6M	-$87.9K	2	0.64%	Reduced