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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
276	SAM Steinberg Asset Management New York	$90.3M	+$95M	1	5.41%	New
277	CCMH Cornerstone Capital Management Holdings New York	$89.7M	+$2.79M	21	0.97%	Increased
278	Sentry Investments Toronto, Ontario, Canada	$89.3M	+$1.4M	3	1.12%	Increased
279	PM Pembroke Management Montreal, Quebec, Canada	$89M	+$18.9M	2	6.61%	Increased
280	Suntrust Banks Atlanta, Georgia	$88.6M	-$9.6M	17	0.62%	Reduced
281	State of Michigan Retirement System Lansing, Michigan	$88.4M	+$11.6M	16	0.61%	Increased
282	OCAM Owl Creek Asset Management New York	$86M	+$3.44M	1	4.27%	Increased
283	ABC Anchor Bolt Capital Chicago, Illinois	$85.3M	+$9.38M	7	5.87%	Increased
284	CII Chapter IV Investors Charlotte, North Carolina	$85.2M	+$11.4M	2	29.11%	Increased
285	PCM Penn Capital Management Philadelphia, Pennsylvania	$85.2M	-$3.42M	9	3.56%	Reduced
286	Capital International Sarl Los Angeles, California	$84.8M	+$9.11M	3	5.03%	Increased
287	EARNEST Partners Atlanta, Georgia	$84.6M	+$1.56M	4	0.71%	Increased
288	Raymond James & Associates St Petersburg, Florida	$84.4M	+$4.51M	17	0.48%	Increased
289	Gateway Investment Advisers Cincinnati, Ohio	$83.4M	+$2.81M	10	0.66%	Increased
290	Marshfield Associates Washington, District of Columbia	$83M	+$84.8M	2	6.42%	New
291	Thomaspartners Boston, Massachusetts	$82.9M	+$9.44M	3	1.62%	Increased
292	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$82.6M	+$36.9M	2	3.03%	Increased
293	Scout Investments Kansas City, Missouri	$82.1M	+$40.8M	3	1.11%	Increased
294	ING Group Amsterdam, Netherlands	$82M	-$3.65M	7	0.48%	Reduced
295	Janus Henderson Group London,	$81.6M	-$2.29M	11	0.77%	Reduced
296	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$81.1M	-$4.84M	2	2.16%	Reduced
297	HHC Hutchin Hill Capital New York	$81M	+$41.5M	13	3.06%	Increased
298	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$80M	+$31.2M	3	0.8%	Increased
299	Employees Retirement System of Texas Austin, Texas	$79M	+$1.06M	19	1.04%	Increased
300	Amundi Asset Management US Boston, Massachusetts	$78.9M	+$4.33M	9	0.3%	Increased