← All themes

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
1776	BHC Bull Harbor Capital Bethesda, Maryland	$15.1M	+$649K	13	2.94%	Increased
1777	FFA Florida Financial Advisors Tampa, Florida	$15M	+$3.73M	8	2.54%	Increased
1778	SCM Sidoxia Capital Management Newport Beach, California	$15M	-$3.63M	3	11%	Reduced
1779	FBFS First Business Financial Services Madison, Wisconsin	$15M	+$223K	5	1.16%	Increased
1780	GCM Gibraltar Capital Management Tulsa, Oklahoma	$15M	-$8.58M	3	2.31%	Reduced
1781	BIA Benchmark Investment Advisors Chicago, Illinois	$15M	-$946K	3	6.57%	Reduced
1782	LHC Little House Capital Braintree, Massachusetts	$14.9M	-$1.79M	5	3.35%	Reduced
1783	Munich Reinsurance Munich,	$14.9M	+$8.27M	4	0.32%	Increased
1784	PFC Phocas Financial Corp Alameda, California	$14.8M	-$6.16M	5	2.06%	Reduced
1785	DAS DMKC Advisory Services Des Moines, Iowa	$14.8M	-$8.11M	5	2.8%	Reduced
1786	ACM Atika Capital Management New York	$14.8M	-$8.46M	1	0.97%	Reduced
1787	SI Sava Infond Maribor, Slovenia	$14.8M	+$9.42M	3	1.05%	Increased
1788	AG Advocate Group Minnetonka, Minnesota	$14.8M	-$2.87M	2	2.22%	Reduced
1789	KCM Kerusso Capital Management Winston Salem, North Carolina	$14.7M	+$2.33M	2	5.37%	Increased
1790	QCM Qsemble Capital Management New York	$14.7M	-$13M	11	1.89%	Reduced
1791	SHA Seneca House Advisors Richmond, Virginia	$14.7M	+$2.5M	4	5.21%	Increased
1792	CFO Cambient Family Office Ada, Michigan	$14.7M	-$123K	5	1.81%	Reduced
1793	TAM Townsend Asset Management Raleigh, North Carolina	$14.7M	-$85.9K	3	4.7%	Reduced
1794	WBC Westpac Banking Corp Sydney, Australia	$14.7M	-$3.73M	9	0.9%	Reduced
1795	RCM RB Capital Management Reno, Nevada	$14.6M	-$225K	3	2.86%	Reduced
1796	WPP Whalerock Point Partners Providence, Rhode Island	$14.6M	-$101K	3	2.49%	Reduced
1797	CBA Coastal Bridge Advisors Westport, Connecticut	$14.6M	-$162K	8	0.9%	Reduced
1798	EIA Eastover Investment Advisors Charlotte, North Carolina	$14.6M	-$111K	1	5.75%	Reduced
1799	AP Archon Partners Princeton Junction, New Jersey	$14.6M	+$13.3M	1	1.56%	New
1800	Advisory Alpha Holland, Michigan	$14.6M	-$4.36M	7	0.36%	Reduced