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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
2301	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$8.6M	-$1.22K	3	2.99%	Reduced
2302	1WA 180 Wealth Advisors Federal Way, Washington	$8.6M	+$448K	6	0.86%	Increased
2303	ACA Atlas Capital Advisors Jackson, Wyoming	$8.6M	-$3.18M	16	0.94%	Reduced
2304	ZI ZEGA Investments Palm Beach Gardens, Florida	$8.59M	+$665K	4	0.88%	Increased
2305	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$8.59M	-$2.38M	2	4.02%	Reduced
2306	SFS Stiles Financial Services Edina, Minnesota	$8.57M	+$309K	5	2.15%	Increased
2307	WCM WealthBridge Capital Management Westerville, Ohio	$8.56M	+$739K	5	1.7%	Increased
2308	TVWM Tower View Wealth Management Shorewood, Wisconsin	$8.54M	-$1.06M	3	3.75%	Reduced
2309	MCA McGuire Capital Advisors Bethany, Oklahoma	$8.53M	+$2.43M	15	4.65%	Increased
2310	AMI Amica Mutual Insurance Providence, Rhode Island	$8.53M	-$197K	4	0.71%	Reduced
2311	AFG Allegheny Financial Group Pittsburgh, Pennsylvania	$8.53M	+$13.1K	4	0.91%	Increased
2312	LCGC Legacy Capital Group California Los Gatos, California	$8.52M	+$4.54M	10	2.57%	Increased
2313	BGGS Boussard & Gavaudan Gestion SAS Paris, France	$8.5M	+$8.92M	2	0.43%	New
2314	ESB Essex Savings Bank Essex, Connecticut	$8.48M	-$420K	3	1.83%	Reduced
2315	LI LRI Investments Palm Beach Gardens, Florida	$8.47M	+$237K	48	0.68%	Increased
2316	VM Venator Management Pittsburgh, Pennsylvania	$8.45M	-$1.36M	1	1.9%	Reduced
2317	JSL JT Stratford LLC Gainesville, Georgia	$8.45M	-$2.03M	5	0.93%	Reduced
2318	MIP Marietta Investment Partners Milwaukee, Wisconsin	$8.45M	-$2.22M	2	1.45%	Reduced
2319	LHWM Lake Hills Wealth Management Austin, Texas	$8.44M	+$886K	3	3.84%	Increased
2320	NAM Nexpoint Asset Management Dallas, Texas	$8.4M	+$5.84M	4	0.56%	Increased
2321	Guinness Asset Management London, United Kingdom	$8.39M	-$240K	4	0.14%	Reduced
2322	AF Atala Financial Calabasas, California	$8.38M	$0	3	5.1%	Maintained
2323	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$8.35M	-$2.92M	3	0.35%	Reduced
2324	TGAM TBH Global Asset Management Brentwood, Tennessee	$8.34M	-$50K	5	1.53%	Reduced
2325	PPC Park Place Capital Homewood, Alabama	$8.33M	+$2.89M	17	1.32%	Increased