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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
1876	DCM Delta Capital Management Red Bank, New Jersey	$13.4M	+$26K	3	6.16%	Increased
1877	SCP SailingStone Capital Partners Houston, Texas	$13.3M	+$9.21M	1	2.5%	Increased
1878	ADL Asset Dedication LLC San Francisco, California	$13.3M	-$343K	13	0.84%	Reduced
1879	SCM Seascape Capital Management Portsmouth, New Hampshire	$13.3M	-$349K	1	3.19%	Reduced
1880	BOC Barbara Oil Co Chicago, Illinois	$13.3M	$0	1	4.48%	Maintained
1881	HIC Harbor Island Capital Topsfield, Massachusetts	$13.3M	$0	1	3.54%	Maintained
1882	FPW Fairvoy Private Wealth Birmingham, Alabama	$13.2M	+$8.46M	6	2.68%	Increased
1883	OPW Osprey Private Wealth New York	$13.2M	+$319K	2	3.41%	Increased
1884	Valmark Advisers Akron, Ohio	$13.2M	+$698K	10	0.14%	Increased
1885	JKA Jones Kertz & Associates Blaine, Minnesota	$13.2M	-$1.24M	3	6.08%	Reduced
1886	Haverford Trust Company Radnor, Pennsylvania	$13.2M	-$108K	6	0.11%	Reduced
1887	BPAMU BTG Pactual Asset Management US New York	$13.2M	+$2.63M	10	0.82%	Increased
1888	WSC Wellington Shields & Co New York	$13.2M	+$362K	9	2.95%	Increased
1889	KP Keel Point Huntsville, Alabama	$13.1M	+$3.13M	11	0.78%	Increased
1890	One Capital Management Westlake Village, California	$13.1M	-$307K	9	0.37%	Reduced
1891	LBC Lowe Brockenbrough & Co Richmond, Virginia	$13.1M	-$1.68M	3	0.58%	Reduced
1892	ZF Zhang Financial Portage, Michigan	$13.1M	+$541K	4	0.38%	Increased
1893	Lyrical Asset Management New York	$13.1M	-$1.21M	1	0.17%	Reduced
1894	GWP Gateway Wealth Partners Appleton, Wisconsin	$13.1M	-$8.12M	8	0.78%	Reduced
1895	RWS Resolute Wealth Strategies Jackson, Mississippi	$13.1M	-$438K	1	5.06%	Reduced
1896	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$13M	+$455K	3	5.14%	Increased
1897	RP Rice Partnership Honolulu, Hawaii	$12.9M	+$1.1M	2	1.57%	Increased
1898	HWM Horizon Wealth Management La Grange, Illinois	$12.9M	+$10.2M	2	1.65%	Increased
1899	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$12.9M	-$140K	3	1.54%	Reduced
1900	FSA Fort Sheridan Advisors Highland Park, Illinois	$12.9M	-$176K	3	1.39%	Reduced