← 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
1901	TBA Train Babcock Advisors New York	$328K	-$8.74K	1	0.13%	Reduced
1902	BCCM Blue Clay Capital Management Minneapolis, Minnesota	$326K	-$82K	1	0.27%	Reduced
1903	JFA Johanson Financial Advisors Campbell, California	$325K	+$333K	1	0.42%	New
1904	ECM Empirical Capital Management Hendersonville, Tennessee	$324K	+$360K	1	0.36%	New
1905	AF Affiance Financial St. Louis Park, Minnesota	$323K	$0	1	0.33%	Maintained
1906	NBG Nancy B. Gardiner	$323K	+$328K	1	1.57%	New
1907	NAM NorthCoast Asset Management Greenwich, Connecticut	$323K	+$104K	1	0.02%	Increased
1908	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$322K	$0	1	0.11%	Maintained
1909	EPM Equitec Proprietary Markets Chicago, Illinois	$316K	$0	1	0.02%	Maintained
1910	HCM Harvest Capital Management Concord, New Hampshire	$315K	$0	1	0.14%	Maintained
1911	GC Gratry & Company Beachwood, Ohio	$312K	-$19.5K	2	0.2%	Reduced
1912	FC Fayerweather Charles	$310K	+$314K	1	0.51%	New
1913	KT Kanaly Trust Houston, Texas	$310K	-$16.5K	11	0.06%	Reduced
1914	BBI Baxter Bros Inc Riverside, Connecticut	$307K	+$65.4K	1	0.11%	Increased
1915	Atria Investments Charlotte, North Carolina	$301K	-$136K	1	0.03%	Reduced
1916	BA BKS Advisors Southfield, Michigan	$301K	-$2.47M	1	0.15%	Reduced
1917	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$301K	-$28K	3	0.95%	Reduced
1918	TA TMD & Associates Scottsdale, Arizona	$300K	+$315K	1	0.27%	New
1919	BCM Blume Capital Management Berkeley, California	$299K	$0	3	0.21%	Maintained
1920	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$299K	-$61.9K	2	0.13%	Reduced
1921	TAM Taurus Asset Management New York	$297K	$0	1	0.06%	Maintained
1922	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$296K	$0	1	0.03%	Maintained
1923	Coldstream Capital Management Bellevue, Washington	$295K	-$319K	1	0.06%	Reduced
1924	One Capital Management Westlake Village, California	$295K	-$77.4K	1	0.1%	Reduced
1925	VWM Vector Wealth Management Minneapolis, Minnesota	$295K	$0	1	0.23%	Maintained