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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
1826	BEC Blue Edge Capital Richmond, Virginia	$14M	-$645K	1	1.69%	Reduced
1827	SMC Smith, Moore & Co Clayton, Missouri	$14M	+$5.21K	5	0.91%	Increased
1828	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$14M	+$391K	9	0.84%	Increased
1829	SFS Symphony Financial Services Akron, Ohio	$14M	+$1.41M	3	6.3%	Increased
1830	AF Aegis Financial Mc Lean, Virginia	$14M	$0	2	2.21%	Maintained
1831	LJCM Lee Johnson Capital Management Fort Worth, Texas	$14M	+$686K	2	4.36%	Increased
1832	CCA Cooper Capital Advisors Encinitas, California	$13.9M	+$13.6M	1	6.05%	New
1833	MNBTD Moody National Bank Trust Division Galveston, Texas	$13.9M	-$2.91M	9	1.15%	Reduced
1834	Simplex Trading Chicago, Illinois	$13.9M	+$3.98M	35	0.01%	Increased
1835	RBWA RFG - Bristol Wealth Advisors Taunton, Massachusetts	$13.9M	+$491K	4	3.36%	Increased
1836	SB Strategic Blueprint Atlanta, Georgia	$13.9M	+$3.83M	11	0.69%	Increased
1837	TCM Telos Capital Management San Diego, California	$13.9M	-$443K	3	1.22%	Reduced
1838	WCM Whitefort Capital Management New York	$13.9M	$0	1	3.42%	Maintained
1839	MCM Monarch Capital Management Fort Wayne, Indiana	$13.8M	-$1.27M	4	3.18%	Reduced
1840	Smithfield Trust Pittsburgh, Pennsylvania	$13.8M	-$197K	25	0.55%	Reduced
1841	NCM Northside Capital Management Hood River, Oregon	$13.8M	+$1.76M	4	1.13%	Increased
1842	HBK Sorce Advisory Erie, Pennsylvania	$13.8M	-$79.6K	6	0.26%	Reduced
1843	BIA Baer Investment Advisory Corte Madera, California	$13.8M	-$221K	3	11.55%	Reduced
1844	GGS Galvin Gaustad & Stein Scottsdale, Arizona	$13.8M	-$307K	4	1.02%	Reduced
1845	Dynasty Wealth Management St. Petersburg, Florida	$13.8M	-$184K	9	0.1%	Reduced
1846	RC Rithm Capital New York	$13.7M	+$989K	8	16.88%	Increased
1847	UAS United Asset Strategies Garden City, New York	$13.7M	-$392K	4	0.97%	Reduced
1848	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$13.7M	-$388K	5	1.48%	Reduced
1849	IIM Ironwood Investment Management Boston, Massachusetts	$13.7M	+$151K	6	4.74%	Increased
1850	LN Lightrock Netherlands Utrecht, Netherlands	$13.7M	-$950K	1	2.7%	Reduced