← 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
1951	GCMG Gyroscope Capital Management Group Naples, Florida	$363K	$0	1	0.3%	Maintained
1952	VIA Vantage Investment Advisors State College, Pennsylvania	$363K	+$182K	4	0.1%	Increased
1953	SMC Smith, Moore & Co Clayton, Missouri	$362K	$0	1	0.19%	Maintained
1954	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$355K	$0	1	0.05%	Maintained
1955	CCM CrestPoint Capital Management Four Seasons, Missouri	$351K	+$329K	1	0.18%	New
1956	Capital Analysts LLC Fort Washington, Pennsylvania	$351K	-$1.97M	3	0.07%	Reduced
1957	CCM CWH Capital Management Spokane, Washington	$349K	$0	1	0.21%	Maintained
1958	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$348K	-$24.2K	1	0.34%	Reduced
1959	VWM Vector Wealth Management Minneapolis, Minnesota	$347K	+$10.1K	1	0.28%	Increased
1960	YP Yellowstone Partners Idaho Falls, Idaho	$347K	-$252K	1	0.17%	Reduced
1961	COI Connable Office Inc Kalamazoo, Michigan	$346K	-$203K	2	0.09%	Reduced
1962	WA WealthTrust-Arizona Scottsdale, Arizona	$346K	+$54.2K	7	0.21%	Increased
1963	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$344K	+$341K	1	0.01%	Increased
1964	MTC McDaniel Terry & Co Austin, Texas	$344K	$0	1	0.08%	Maintained
1965	JFA JNBA Financial Advisors Bloomington, Minnesota	$340K	-$58.2K	3	0.13%	Reduced
1966	NG Northstar Group New York	$339K	+$168K	1	0.26%	Increased
1967	BT Brandywine Trust Hockessin, Delaware	$336K	$0	1	0.22%	Maintained
1968	VNA Valley National Advisers Bethlehem, Pennsylvania	$332K	+$84.3K	8	0.2%	Increased
1969	EA Elm Advisors Burlingame, California	$331K	-$4.44K	1	0.31%	Reduced
1970	SSG Summit Securities Group New York	$330K	-$2M	3	0.25%	Reduced
1971	IWA Inspirion Wealth Advisors Libertyville, Illinois	$327K	$0	1	0.26%	Maintained
1972	Plancorp LLC Saint Louis, Missouri	$327K	+$339K	1	0.33%	New
1973	MIC MU Investments Company Tokyo, Japan	$325K	-$347K	3	0.15%	Reduced
1974	LFR Lehman Financial Resources Media, Pennsylvania	$324K	-$41.7K	3	0.15%	Reduced
1975	HCM Harvest Capital Management Concord, New Hampshire	$323K	$0	1	0.14%	Maintained