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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
226	GGHC Gilder Gagnon Howe & Co New York	$122M	-$1.13M	5	1.23%	Reduced
227	NIMC NWQ Investment Management Company Los Angeles, California	$122M	-$3.56M	5	2.74%	Reduced
228	Capital Guardian Trust Los Angeles, California	$121M	-$4.26M	3	1.63%	Reduced
229	MSL Mackay Shields LLC New York	$120M	+$32.9M	21	0.82%	Increased
230	AMF Tjänstepension Stockholm, Sweden	$120M	-$9.38M	2	1.16%	Reduced
231	Fisher Asset Management Camas, Washington	$118M	+$3.8M	9	0.13%	Increased
232	Kennedy Capital Management St Louis, Missouri	$118M	+$209K	19	2.8%	Increased
233	LHC Lodge Hill Capital New York	$118M	-$69.2M	8	28.08%	Reduced
234	SI Standard Investments New York	$116M	$0	1	11.45%	Maintained
235	Westwood Holdings Group Dallas, Texas	$114M	+$5.46M	6	1.24%	Increased
236	SCM Suvretta Capital Management New York	$113M	+$104M	1	2.39%	New
237	Ceredex Value Advisors Orlando, Florida	$113M	-$91M	7	1.37%	Reduced
238	CAM ClariVest Asset Management San Diego, California	$112M	-$1.62M	18	2.52%	Reduced
239	Marshfield Associates Washington, District of Columbia	$111M	-$1.66M	1	7.12%	Reduced
240	WIM Weitz Investment Management Omaha, Nebraska	$111M	+$5.19M	4	4.41%	Increased
241	DekaBank Deutsche Girozentrale Frankfurt, Germany	$109M	-$26M	17	0.54%	Reduced
242	GA Greenhaven Associates Purchase, New York	$106M	-$48.4M	1	1.85%	Reduced
243	YCMGA York Capital Management Global Advisors New York	$104M	+$68.7M	1	4.23%	Increased
244	Comerica Bank Dallas, Texas	$104M	-$844K	36	0.83%	Reduced
245	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$104M	$0	1	0.85%	Maintained
246	CIBC World Markets New York	$104M	+$40.9M	10	0.8%	Increased
247	IP Interval Partners New York	$103M	-$73.8M	4	4.09%	Reduced
248	LPL Financial San Diego, California	$103M	+$7.28M	30	0.22%	Increased
249	Aviva London, United Kingdom	$102M	-$812K	12	0.7%	Reduced
250	MetLife Investment Management Whippany, New Jersey	$102M	-$183M	44	1.1%	Reduced