← 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
2251	GAM Gemmer Asset Management Walnut Creek, California	$290K	+$1.67K	20	0.1%	Increased
2252	MBA McQueen Ball & Associates Bethlehem, Pennsylvania	$290K	$0	1	0.18%	Maintained
2253	OAM Occidental Asset Management Burlingame, California	$290K	+$7.67K	1	0.15%	Increased
2254	VCM Vigilant Capital Management Portland, Maine	$288K	-$11.5M	4	0.04%	Reduced
2255	3AM 3D Asset Management Hartford, Connecticut	$285K	$0	1	0.07%	Maintained
2256	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$285K	-$187K	1	0.03%	Reduced
2257	DE Day & Ennis Macon, Georgia	$285K	+$149	1	0.21%	Increased
2258	NIM NuWave Investment Management Parsippany, New Jersey	$285K	+$180K	6	0.37%	Increased
2259	VHAM Van Hulzen Asset Management El Dorado Hills, California	$284K	+$312K	1	0.08%	New
2260	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$283K	+$17.7K	1	0.16%	Increased
2261	MCF Advisors Covington, Kentucky	$282K	+$295	3	0.05%	Increased
2262	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$282K	$0	1	0.09%	Maintained
2263	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$280K	-$205K	1	0.13%	Reduced
2264	NCM Novare Capital Management Charlotte, North Carolina	$280K	+$31.2K	1	0.05%	Increased
2265	RB Rodgers Brothers Harmony, Pennsylvania	$280K	$0	1	0.09%	Maintained
2266	DCM Dynamic Capital Management St. Helier, Jersey	$279K	+$273K	1	0.45%	New
2267	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$279K	$0	1	0.2%	Maintained
2268	GCMG Gyroscope Capital Management Group Naples, Florida	$277K	$0	1	0.12%	Maintained
2269	BWM BigSur Wealth Management Miami, Florida	$276K	-$46.3K	2	0.2%	Reduced
2270	LFA Legacy Financial Advisors Covington, Kentucky	$276K	+$153K	14	0.1%	Increased
2271	RWM Raffa Wealth Management Washington, District of Columbia	$275K	-$150K	14	0.1%	Reduced
2272	RCC Red Cedar Capital Omaha, Nebraska	$274K	$0	1	0.25%	Maintained
2273	WCM Windsor Capital Management Phoenix, Arizona	$274K	+$299	1	0.13%	Increased
2274	BPB Badgley, Phelps & Bell Seattle, Washington	$272K	-$16.4K	1	0.02%	Reduced
2275	PCTC Perkins Coie Trust Company Seattle, Washington	$272K	$0	4	0.13%	Maintained