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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	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$1.39M	$0	3	0.08%	Maintained
1602	PI Pettee Investors Rowayton, Connecticut	$1.38M	+$1M	3	0.89%	Increased
1603	BSB Bangor Savings Bank Bangor, Maine	$1.38M	+$956K	2	0.28%	Increased
1604	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$1.37M	-$5.76K	2	1.01%	Reduced
1605	SWA Sutton Wealth Advisors Tampa, Florida	$1.37M	-$9.04K	17	1.04%	Reduced
1606	ECM Estabrook Capital Management New York	$1.37M	+$24.1K	6	0.21%	Increased
1607	TFO Tarbox Family Office Newport Beach, California	$1.36M	+$4.75K	6	0.6%	Increased
1608	CSC Cove Street Capital El Segundo, California	$1.36M	$0	1	0.15%	Maintained
1609	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$1.36M	-$216K	3	0.27%	Reduced
1610	Stock Yards Bank & Trust Louisville, Kentucky	$1.35M	-$317K	3	0.16%	Reduced
1611	RC Roundview Capital Princeton, New Jersey	$1.35M	-$2.04M	1	0.39%	Reduced
1612	TMC Trellus Management Company Delray Beach, Florida	$1.35M	+$581K	2	1.85%	Increased
1613	CAM Covenant Asset Management Chester, New Jersey	$1.35M	-$49.5K	1	0.82%	Reduced
1614	GIM Guardian Investment Management Tiburon, California	$1.34M	-$15.7K	1	1.48%	Reduced
1615	Smith Salley Wealth Management Greensboro, North Carolina	$1.34M	+$19.5K	3	0.26%	Increased
1616	Reinhart Partners Mequon, Wisconsin	$1.34M	$0	1	0.14%	Maintained
1617	ARK Investment Management St. Petersburg, Florida	$1.34M	+$1.31M	1	0.16%	New
1618	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$1.34M	+$1.3M	2	0.93%	New
1619	TCM Tradewinds Capital Management Bellingham, Washington	$1.34M	+$45	5	0.68%	Increased
1620	Lincoln National Corp Radnor, Pennsylvania	$1.33M	+$83.4K	2	0.06%	Increased
1621	Nicholas Hoffman & Company Atlanta, Georgia	$1.33M	+$137K	1	0.56%	Increased
1622	EP Edinburgh Partners Edinburgh, United Kingdom	$1.33M	+$828K	1	0.32%	Increased
1623	SBA Seven Bridges Advisors New York	$1.32M	+$65.4K	1	1.11%	Increased
1624	TCCM Timber Creek Capital Management Boston, Massachusetts	$1.31M	+$9.14K	1	0.89%	Increased
1625	RAM Redmond Asset Management Henrico, Virginia	$1.31M	+$670K	3	0.6%	Increased