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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
2001	Csenge Advisory Group Clearwater, Florida	$11.6M	-$1.61M	6	0.47%	Reduced
2002	SCM Schnieders Capital Management Pasadena, California	$11.6M	+$336K	3	1.52%	Increased
2003	SFP Shepherd Financial Partners Winchester, Massachusetts	$11.6M	+$458K	3	0.95%	Increased
2004	MMM Mendel Money Management Northbrook, Illinois	$11.6M	-$1.62M	3	4.23%	Reduced
2005	HBWM Hollow Brook Wealth Management Katonah, New York	$11.6M	-$824K	3	2.3%	Reduced
2006	CGIM Capital Group Investment Management Raffles Quay, Singapore	$11.5M	+$388K	4	1.74%	Increased
2007	TW Trajan Wealth Scottsdale, Arizona	$11.5M	-$5.8M	3	0.44%	Reduced
2008	PWS Precision Wealth Strategies Saint Louis, Missouri	$11.5M	+$92.3K	6	3.47%	Increased
2009	CPC Consolidated Planning Corp Atlanta, Georgia	$11.5M	+$308K	3	1.55%	Increased
2010	CCC Chelsea Counsel Company Los Angeles, California	$11.5M	-$164K	5	4.86%	Reduced
2011	MLL Moody Lynn & Lieberson Boston, Massachusetts	$11.4M	+$2.16M	6	0.6%	Increased
2012	TIA Trust Investment Advisors Indianapolis, Indiana	$11.4M	-$13.9K	4	5.46%	Reduced
2013	HBT Heartland Bank & Trust Bloomington, Illinois	$11.4M	-$391K	4	2.37%	Reduced
2014	BCC Bridge City Capital Lake Oswego, Oregon	$11.4M	-$12.6M	4	2.61%	Reduced
2015	NFT Nan Fung Trinity Central, Hong Kong, Hong Kong	$11.4M	+$11.7M	1	1.13%	New
2016	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$11.4M	+$723K	16	3.03%	Increased
2017	SC Simcoe Capital Spokane, Washington	$11.4M	+$4.31M	2	6.95%	Increased
2018	CWP Concord Wealth Partners Abingdon, Virginia	$11.4M	+$476K	13	1.31%	Increased
2019	PDL Portfolio Design Labs Encino, California	$11.4M	+$4.46M	6	1.86%	Increased
2020	EC EntryPoint Capital New York	$11.4M	-$1.73M	19	2.76%	Reduced
2021	FHWM Fox Hill Wealth Management Dedham, Massachusetts	$11.4M	+$1.86M	3	4.55%	Increased
2022	CCP Cunning Capital Partners Morrisville, North Carolina	$11.3M	$0	2	4.58%	Maintained
2023	SIA SeaBridge Investment Advisors Summit, New Jersey	$11.3M	-$1.88M	4	1.64%	Reduced
2024	WD WGI DM Boston, Massachusetts	$11.3M	+$9.75M	1	0.98%	Increased
2025	MWM Massachusetts Wealth Management North Andover, Massachusetts	$11.3M	-$4.09K	3	4.31%	Reduced