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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
1751	National Penn Investors Trust Wyomissing, Pennsylvania	$888K	$0	1	0.1%	Maintained
1752	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$884K	$0	3	0.75%	Maintained
1753	RWC Asset Management London, United Kingdom	$883K	+$154K	1	0.07%	Increased
1754	Coldstream Capital Management Bellevue, Washington	$876K	+$634K	3	0.23%	Increased
1755	Ronald Blue & Co Roswell, Georgia	$875K	-$36.4K	2	0.04%	Reduced
1756	GFG Gray Financial Group Atlanta, Georgia	$873K	$0	3	0.32%	Maintained
1757	Toth Financial Advisory Leesburg, Virginia	$873K	-$129K	1	0.29%	Reduced
1758	Stewart & Patten Company Lafayette, California	$872K	-$128K	2	0.18%	Reduced
1759	Balasa Dinverno & Foltz	$870K	+$399K	2	0.14%	Increased
1760	KIA King Investment Advisors Houston, Texas	$869K	-$5.13M	1	2%	Reduced
1761	Tarbox Family Office Newport Beach, California	$869K	-$2K	5	0.75%	Reduced
1762	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$865K	-$30.1K	1	0.11%	Reduced
1763	QCI Quaker Capital Investments Mount Lebanon, Pennsylvania	$865K	$0	1	0.55%	Maintained
1764	RWA Ropes Wealth Advisors Boston, Massachusetts	$863K	$0	2	0.47%	Maintained
1765	WAS Winch Advisory Services Appleton, Wisconsin	$858K	+$831K	5	0.47%	Increased
1766	GGPE Golden Gate Private Equity San Francisco, California	$853K	$0	1	0.23%	Maintained
1767	FNB First Niagara Bank Lockport, New York	$851K	-$364K	2	0.19%	Reduced
1768	QAM Quantres Asset Management Cayman, Cayman Islands	$848K	+$221K	2	0.67%	Increased
1769	MJP Michael J. Puzo	$838K	-$432K	1	0.54%	Reduced
1770	Reilly Financial Advisors La Mesa, California	$838K	-$174K	9	0.14%	Reduced
1771	BCA Bray Capital Advisors Naples, Florida	$837K	-$416K	5	0.48%	Reduced
1772	Plante Moran Financial Advisors Southfield, Michigan	$836K	+$24.7K	10	0.6%	Increased
1773	NME Notis-McConarty Edward	$829K	-$158K	2	0.56%	Reduced
1774	Bank of the West Monterey Park, California	$828K	-$47.3K	2	0.12%	Reduced
1775	FFC First Financial Corp Terre Haute, Indiana	$826K	-$344K	5	0.42%	Reduced