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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	1832 Asset Management Toronto, Ontario, Canada	$95.1M	+$10.3M	7	0.31%	Increased
277	Comerica Bank Dallas, Texas	$95M	-$13.9M	36	0.77%	Reduced
278	Advisors Asset Management Monument, Colorado	$95M	-$2.77M	31	1.55%	Reduced
279	HighTower Advisors Chicago, Illinois	$94.5M	-$2.91M	17	0.68%	Reduced
280	SG Americas Securities New York	$94.3M	+$51M	35	0.7%	Increased
281	Scout Investments Kansas City, Missouri	$93.5M	+$16M	4	1.93%	Increased
282	Gateway Investment Advisers Cincinnati, Ohio	$92.2M	-$23.4K	8	0.77%	Reduced
283	HCM Hodges Capital Management Dallas, Texas	$92.1M	+$1.04M	6	6.77%	Increased
284	Daiwa Securities Group Tokyo, Japan	$92.1M	-$17.4M	22	0.77%	Reduced
285	CC Capital Counsel New York	$91.7M	+$956K	1	6.39%	Increased
286	Conestoga Capital Advisors Wayne, Pennsylvania	$90.1M	-$19.7M	2	2.3%	Reduced
287	Susquehanna International Group Bala Cynwyd, Pennsylvania	$89.9M	-$82M	21	0.03%	Reduced
288	LPL Financial San Diego, California	$89.5M	+$2.48M	25	0.21%	Increased
289	Winton Group London, United Kingdom	$89.4M	+$71.1M	15	1.87%	Increased
290	Commonwealth Equity Services Waltham, Massachusetts	$89M	+$2.45M	22	0.43%	Increased
291	GTP Global Thematic Partners New York	$88.8M	+$13.4M	1	3.49%	Increased
292	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$88.6M	+$82.2M	1	6.26%	New
293	Hood River Capital Management Palm Beach Gardens, Florida	$88.5M	+$16.2M	4	3.92%	Increased
294	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$86.9M	+$54.4M	9	1.34%	Increased
295	Silvercrest Asset Management New York	$86.2M	-$4.89M	8	0.78%	Reduced
296	Confluence Investment Management St. Louis, Missouri	$85.7M	+$697K	3	1.46%	Increased
297	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$84.7M	+$24M	26	0.59%	Increased
298	JIR James Investment Research Alpha, Ohio	$84.5M	-$7.7M	12	3.47%	Reduced
299	MSL Mackay Shields LLC New York	$84.5M	-$9.29M	14	0.64%	Reduced
300	Suntrust Banks Atlanta, Georgia	$84.2M	+$2.88M	15	0.44%	Increased