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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	CPA Court Place Advisors Ellicott City, Maryland	$1.91M	-$64.4K	2	1.32%	Reduced
1602	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.89M	-$285K	4	0.2%	Reduced
1603	Laird Norton Wetherby Wealth Management San Francisco, California	$1.88M	+$113K	6	0.53%	Increased
1604	UFG United Fire Group Cedar Rapids, Iowa	$1.86M	$0	2	0.8%	Maintained
1605	1GA 1st Global Advisors Dallas, Texas	$1.86M	+$580K	3	0.28%	Increased
1606	NTV Asset Management Charleston, West Virginia	$1.85M	+$13.8K	1	0.56%	Increased
1607	MJP Michael J. Puzo	$1.84M	-$124K	2	1.28%	Reduced
1608	PIP Perennial Investment Partners Sydney, Australia	$1.83M	-$403K	1	0.83%	Reduced
1609	YP Yellowstone Partners Idaho Falls, Idaho	$1.83M	-$66K	3	1.07%	Reduced
1610	CAS CTC Alternative Strategies Chicago, Illinois	$1.82M	+$650K	3	1.53%	Increased
1611	ARM Adirondack Research & Management Guilderland, New York	$1.82M	-$254K	1	0.61%	Reduced
1612	BAC Boys Arnold & Co Asheville, North Carolina	$1.82M	-$45.4K	3	0.31%	Reduced
1613	Fulton Bank Lancaster, Pennsylvania	$1.82M	-$165K	2	0.2%	Reduced
1614	SLA Silver Lake Advisory Cottonwood Heights, Utah	$1.82M	+$673K	1	1.5%	Increased
1615	Naples Global Advisors Naples, Florida	$1.81M	+$124K	2	1.07%	Increased
1616	IRS Invictus RG (Singapore) Singapore	$1.8M	+$573K	11	1.89%	Increased
1617	NIS National Investment Services Milwaukee, Wisconsin	$1.8M	+$441K	1	1.47%	Increased
1618	PRHC P.R. Herzig & Co Roslyn Heights, New York	$1.8M	-$10.4K	1	2.38%	Reduced
1619	MUFG Securities EMEA London, United Kingdom	$1.79M	-$9.18M	2	0.15%	Reduced
1620	BA Birinyi Associates Westport, Connecticut	$1.78M	+$62.4K	2	0.82%	Increased
1621	LCM Liberty Capital Management Birmingham, Michigan	$1.78M	$0	1	1.26%	Maintained
1622	Busey Bank Urbana, Illinois	$1.78M	-$46.7K	2	0.26%	Reduced
1623	Drexel Morgan & Co Radnor, Pennsylvania	$1.76M	+$13.1K	2	2.13%	Increased
1624	Thornburg Investment Management Santa Fe, New Mexico	$1.75M	+$1.71M	1	0.01%	New
1625	TCM Texan Capital Management Houston, Texas	$1.72M	-$2.32M	1	0.75%	Reduced