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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
1701	JCM JD Capital Management Darien, Connecticut	$1.21M	-$4.41M	1	0.19%	Reduced
1702	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$1.21M	-$40.6K	1	0.07%	Reduced
1703	Duff & Phelps Investment Management Chicago, Illinois	$1.2M	-$5.31M	1	0.02%	Reduced
1704	DCM Decade Capital Management New York	$1.2M	+$550K	1	0.09%	Increased
1705	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$1.19M	-$39.2K	2	0.79%	Reduced
1706	PH Pinnacle Holdings Tulsa, Oklahoma	$1.19M	-$65.2K	2	0.35%	Reduced
1707	CA Cornerstone Advisors Asheville, North Carolina	$1.19M	$0	1	0.29%	Maintained
1708	ACM Argonaut Capital Management New York	$1.17M	$0	1	0.59%	Maintained
1709	ST Spinnaker Trust Portland, Maine	$1.17M	$0	1	0.19%	Maintained
1710	RB Rodgers Brothers Harmony, Pennsylvania	$1.17M	+$179K	3	0.58%	Increased
1711	GCM GeoSphere Capital Management Miami Beach, Florida	$1.17M	-$250K	1	1.68%	Reduced
1712	JP Jana Partners New York	$1.16M	+$1.01M	1	0.01%	New
1713	IAM ICM Asset Management Spokane, Washington	$1.16M	-$1.17M	1	1.06%	Reduced
1714	RH Rayner & Haynor Mill Valley, California	$1.15M	+$1.09M	1	0.89%	New
1715	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1.15M	+$116K	2	0.5%	Increased
1716	MBE Michael B. Elefante	$1.15M	-$2.33M	2	0.53%	Reduced
1717	RP Raiff Partners New York	$1.15M	+$952K	1	0.89%	New
1718	ARMC American Research & Management Company Marion, Massachusetts	$1.14M	+$7.4K	4	0.41%	Increased
1719	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$1.14M	+$15.3K	1	0.51%	Increased
1720	Advisory Services Network Atlanta, Georgia	$1.14M	+$1.06M	7	0.57%	New
1721	ABP Arthur B. Page	$1.14M	+$1.05M	1	1.15%	New
1722	BOC Barbara Oil Co Chicago, Illinois	$1.14M	+$1.07M	1	0.99%	New
1723	Becker Capital Management Portland, Oregon	$1.13M	+$5.4K	1	0.05%	Increased
1724	ACM Aviance Capital Management Sarasota, Florida	$1.12M	-$1.34M	9	0.6%	Reduced
1725	SCM Symons Capital Management Pittsburgh, Pennsylvania	$1.11M	-$27.7K	2	0.26%	Reduced