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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
1926	SCP Sivia Capital Partners Mill Valley, California	$12.6M	-$280K	9	1.53%	Reduced
1927	WAS WESPAC Advisors SoCal Pasadena, California	$12.5M	+$474K	2	2.24%	Increased
1928	SLG Stanley-Laman Group Berwyn, Pennsylvania	$12.5M	+$594K	8	1.27%	Increased
1929	Empyrean Capital Partners Los Angeles, California	$12.5M	+$551K	1	0.41%	Increased
1930	CG Clarus Group Houston, Texas	$12.5M	-$283K	5	4.24%	Reduced
1931	WC Waterloo Capital Austin, Texas	$12.5M	+$1.07M	10	0.7%	Increased
1932	Capital Group Private Client Services Los Angeles, California	$12.5M	-$3.83M	2	0.18%	Reduced
1933	GTS Securities Miami, Florida	$12.5M	-$5.01M	6	0.26%	Reduced
1934	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$12.5M	+$95.7K	2	1.92%	Increased
1935	CM Cercano Management Bellevue, Washington	$12.5M	-$43.8M	4	1.66%	Reduced
1936	MMG Monetary Management Group St Louis, Missouri	$12.4M	+$799K	7	2.56%	Increased
1937	SIA Schear Investment Advisers Cincinnati, Ohio	$12.4M	+$322K	4	4.16%	Increased
1938	BFA Bridgelight Financial Advisors Shelton, Connecticut	$12.4M	-$4.02M	1	8.51%	Reduced
1939	AWA Adapt Wealth Advisors Atlanta, Georgia	$12.4M	-$86K	1	4.06%	Reduced
1940	TCCM Timber Creek Capital Management Boston, Massachusetts	$12.4M	+$6.51M	2	2.54%	Increased
1941	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$12.4M	+$725K	8	1.24%	Increased
1942	IA Inspire Advisors Meridian, Idaho	$12.4M	-$2.05M	11	0.86%	Reduced
1943	GIC Generali Investments CEE Prague, Czech Republic	$12.4M	-$235K	4	0.59%	Reduced
1944	MCM Marathon Capital Management Hunt Valley, Maryland	$12.4M	+$124K	3	2.51%	Increased
1945	MCF Advisors Covington, Kentucky	$12.4M	+$2.57M	25	0.44%	Increased
1946	BC Brio Consultants San Francisco, California	$12.3M	+$167K	2	1.45%	Increased
1947	ISFAN Investor's Fiduciary Advisor Network Snoqualmie, Washington	$12.3M	+$98.8K	3	4.18%	Increased
1948	4A 4D Advisors Redondo Beach, California	$12.3M	-$5.99M	2	4.73%	Reduced
1949	Meiji Yasuda Life Insurance Tokyo, Japan	$12.3M	-$58.4K	6	0.41%	Reduced
1950	DTL Dynamic Technology Lab Singapore	$12.3M	-$9.36M	19	2.75%	Reduced