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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
1901	SCM Spring Capital Management Amarillo, Texas	$12.9M	-$116K	3	6.29%	Reduced
1902	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$12.9M	-$1.29M	6	0.72%	Reduced
1903	AIM Atlantic Investment Management New York	$12.8M	-$7.41M	1	6.69%	Reduced
1904	NGA Naples Global Advisors Naples, Florida	$12.8M	-$183K	3	0.79%	Reduced
1905	MCM Mill Capital Management Concord, North Carolina	$12.8M	+$201K	3	0.86%	Increased
1906	THCM Taylor Hoffman Capital Management Richmond, Virginia	$12.8M	+$145K	2	3.11%	Increased
1907	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$12.8M	-$93.5K	4	1.24%	Reduced
1908	PIA Petredis Investment Advisors Warrendale, Pennsylvania	$12.8M	+$235K	3	0.86%	Increased
1909	AWM Accurate Wealth Management Wesley Chapel, Florida	$12.8M	+$255K	8	1.22%	Increased
1910	PCM Polymer Capital Management New York	$12.8M	-$6.08M	13	1.69%	Reduced
1911	EWM Elite Wealth Management Kirkland, Washington	$12.8M	+$8.33M	2	3.78%	Increased
1912	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$12.7M	+$768K	1	1.23%	Increased
1913	DIM Delta Investment Management San Francisco, California	$12.7M	+$110K	8	2.09%	Increased
1914	WC Whitney & Co Rochester, New York	$12.7M	+$1.15M	4	0.93%	Increased
1915	EFG Everhart Financial Group Dublin, Ohio	$12.7M	-$362K	7	0.81%	Reduced
1916	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$12.7M	$0	1	0.08%	Maintained
1917	DAC Dividend Assets Capital Ridgeland, South Carolina	$12.7M	-$2.41M	2	2.45%	Reduced
1918	SFG Sather Financial Group Victoria, Texas	$12.7M	-$8.23M	2	0.73%	Reduced
1919	LSC Lesa Sroufe & Co Seattle, Washington	$12.6M	+$1.59M	3	9.02%	Increased
1920	PCP Proficio Capital Partners Newton, Massachusetts	$12.6M	+$8.12M	16	0.45%	Increased
1921	BCA Bernzott Capital Advisors Camarillo, California	$12.6M	-$2.28M	2	5.05%	Reduced
1922	YMRC Yorktown Management & Research Company Forest, Virginia	$12.6M	-$194K	12	7.72%	Reduced
1923	MA Modus Advisors Excelsior, Minnesota	$12.6M	-$615K	3	3.11%	Reduced
1924	JAG Journey Advisory Group Covington, Kentucky	$12.6M	+$1.02M	5	0.96%	Increased
1925	Grimes & Company Westborough, Massachusetts	$12.6M	+$1.64M	6	0.27%	Increased