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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	ACP Arcus Capital Partners Atlanta, Georgia	$531K	+$210K	2	0.34%	Increased
1902	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$531K	+$483K	1	0.06%	New
1903	Pathstone Family Office Englewood, New Jersey	$523K	+$62.7K	5	0.22%	Increased
1904	SignatureFD Atlanta, Georgia	$521K	+$5.92K	2	0.08%	Increased
1905	YWP YorkBridge Wealth Partners New York	$521K	+$9.91K	8	0.28%	Increased
1906	AIM Advantage Investment Management Cedar Rapids, Iowa	$519K	+$60.3K	14	0.18%	Increased
1907	HH HWG Holdings Houston, Texas	$518K	+$561K	1	0.38%	New
1908	TAM Taylor Asset Management Toronto, Ontario, Canada	$516K	$0	1	0.17%	Maintained
1909	LCM LVM Capital Management Portage, Michigan	$514K	+$233K	2	0.13%	Increased
1910	HCM Harvest Capital Management Concord, New Hampshire	$510K	$0	1	0.21%	Maintained
1911	AIM Aspen Investment Management Grand Rapids, Michigan	$508K	$0	1	0.38%	Maintained
1912	OC Oakworth Capital Birmingham, Alabama	$507K	+$12.5K	6	0.14%	Increased
1913	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$505K	+$1.36K	1	0.32%	Increased
1914	FFA First Foundation Advisors Irvine, California	$504K	-$670K	2	0.03%	Reduced
1915	BCM Blume Capital Management Berkeley, California	$500K	-$53	2	0.28%	Reduced
1916	B Bridgeworth Birmingham, Alabama	$500K	-$200K	1	0.26%	Reduced
1917	IP Intellectus Partners San Francisco, California	$499K	-$28.3K	6	0.22%	Reduced
1918	UF Univest Financial Souderton, Pennsylvania	$498K	-$11.2K	1	0.21%	Reduced
1919	RNC Capital Management Los Angeles, California	$494K	-$19.7K	1	0.04%	Reduced
1920	SFP Shepherd Financial Partners Winchester, Massachusetts	$494K	+$40.7K	1	0.12%	Increased
1921	ACM Americafirst Capital Management Roseville, California	$492K	+$18.8K	3	0.62%	Increased
1922	ADGIPS2 AmericaFirst Defensive Growth & Income Portfolio Series 2 Roseville, California	$492K	+$473K	3	0.62%	New
1923	WA WESPAC Advisors Orinda, California	$491K	+$151K	1	0.34%	Increased
1924	Penserra Capital Management Orinda, California	$489K	+$256K	2	0.18%	Increased
1925	AF Aldebaran Financial	$484K	+$457K	1	0.35%	New