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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
1951	RWM RKL Wealth Management Lancaster, Pennsylvania	$12.3M	+$166K	3	0.98%	Increased
1952	I InceptionR Lafayette, California	$12.3M	-$1.93M	19	3.02%	Reduced
1953	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$12.3M	-$1.1M	7	0.12%	Reduced
1954	SWC Square Wave Capital Brooklyn, New York	$12.3M	-$11.9M	1	1.83%	Reduced
1955	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$12.3M	-$2.56M	7	1.21%	Reduced
1956	IRC Investors Research Corp Atlanta, Georgia	$12.2M	-$5.48K	4	2.19%	Reduced
1957	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$12.2M	+$1.14M	4	3.29%	Increased
1958	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$12.2M	+$65.9K	4	3.33%	Increased
1959	1CP 11 Capital Partners Darien, Connecticut	$12.2M	+$219K	1	3.31%	Increased
1960	TC TFR Capital Plano, Texas	$12.2M	+$1.8M	6	3.42%	Increased
1961	TP TritonPoint Partners Chevy Chase, Maryland	$12.1M	+$8.4M	5	1.01%	Increased
1962	IA IFC Advisors Los Angeles, California	$12.1M	-$366K	4	1.54%	Reduced
1963	CI Cooper Investors Melbourne, Victoria, Australia	$12.1M	+$1.95M	2	5.56%	Increased
1964	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$12.1M	+$1.43M	4	2.2%	Increased
1965	OPA Old Port Advisors Portland, Maine	$12.1M	+$139K	4	2.38%	Increased
1966	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$12.1M	-$10.5M	5	2.79%	Reduced
1967	VCM Versant Capital Management Phoenix, Arizona	$12.1M	-$530K	54	1.08%	Reduced
1968	QAM QSM Asset Management London, United Kingdom	$12M	+$1.06M	1	6.23%	Increased
1969	AHL Abel Hall LLC Baton Rouge, Louisiana	$12M	+$16.3K	22	2.07%	Increased
1970	VRM Vectors Research Management New York	$12M	+$2.73M	2	3.13%	Increased
1971	JE JMAC Enterprises Newtown, Pennsylvania	$12M	-$1.02M	2	2.02%	Reduced
1972	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$12M	-$664K	3	1.63%	Reduced
1973	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$12M	+$99.4K	3	6.79%	Increased
1974	CWM Connecticut Wealth Management Farmington, Connecticut	$12M	-$680K	6	0.44%	Reduced
1975	RP Riverwater Partners Milwaukee, Wisconsin	$11.9M	+$182K	7	3.53%	Increased