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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
1651	SH Scepter Holdings Fort Worth, Texas	$1.62M	-$5.07M	2	0.41%	Reduced
1652	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.62M	-$1.37M	1	1.83%	Reduced
1653	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$1.61M	+$395K	2	0.82%	Increased
1654	BOTW Bank of the West Monterey Park, California	$1.6M	-$2.73M	2	0.25%	Reduced
1655	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$1.59M	-$82.8K	2	0.62%	Reduced
1656	MM Midas Management New York	$1.58M	$0	1	1.02%	Maintained
1657	ECM Everence Capital Management Goshen, Indiana	$1.58M	+$117K	2	0.59%	Increased
1658	SGC South Georgia Capital Naperville, Illinois	$1.58M	-$385K	3	1.86%	Reduced
1659	ACM Argonaut Capital Management New York	$1.57M	$0	1	1.69%	Maintained
1660	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$1.57M	+$128K	2	1.68%	Increased
1661	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$1.57M	+$733K	2	0.06%	Increased
1662	AAIM American Assets Investment Management San Diego, California	$1.57M	$0	2	0.44%	Maintained
1663	CCM Contrarian Capital Management Greenwich, Connecticut	$1.56M	-$894K	1	0.49%	Reduced
1664	B BancorpSouth Tupelo, Mississippi	$1.55M	-$275K	2	0.16%	Reduced
1665	AAM Aureus Asset Management Boston, Massachusetts	$1.54M	-$5.88M	2	0.39%	Reduced
1666	BRWM B. Riley Wealth Management Memphis, Tennessee	$1.54M	+$758K	11	1%	Increased
1667	CIA Covington Investment Advisors Ligonier, Pennsylvania	$1.54M	-$81.7K	1	0.89%	Reduced
1668	KCM Kames Capital Management Edinburgh, United Kingdom	$1.54M	-$347K	1	0.05%	Reduced
1669	FFC First Financial Corp Terre Haute, Indiana	$1.54M	-$263K	4	0.74%	Reduced
1670	FSA Franklin Street Advisors Chapel Hill, North Carolina	$1.54M	+$103K	2	0.29%	Increased
1671	HSA Hussman Strategic Advisors Ellicott City, Maryland	$1.54M	+$1.54M	1	0.12%	New
1672	LC Lilley & Co Tecumseh, Michigan	$1.53M	+$18K	2	0.68%	Increased
1673	PVWM Point View Wealth Management Summit, New Jersey	$1.52M	+$33.6K	2	1.32%	Increased
1674	BAM Banta Asset Management Newport Beach, California	$1.52M	+$1.64M	1	3.31%	New
1675	CIM CenturyLink Investment Management Denver, Colorado	$1.52M	+$789K	1	0.47%	Increased