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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
301	Maverick Capital Dallas, Texas	$57.6M	+$15.6M	1	0.83%	Increased
302	Kornitzer Capital Management Shawnee Mission, Kansas	$57.6M	-$13.2M	5	0.94%	Reduced
303	IAM Impala Asset Management Palm Beach, Florida	$57.5M	-$40.2M	3	3.86%	Reduced
304	Boston Trust Walden Boston, Massachusetts	$56.4M	-$11.7M	4	1.05%	Reduced
305	I.G. Investment Management Winnipeg, Manitoba, Canada	$56.2M	+$12.2M	11	0.24%	Increased
306	ING Group Amsterdam, Netherlands	$55.8M	+$12.3M	8	0.34%	Increased
307	DCM Dupont Capital Management Wilmington, Delaware	$55.3M	+$5.66M	11	1.33%	Increased
308	Westwood Holdings Group Dallas, Texas	$55.3M	+$13.3M	6	0.48%	Increased
309	Polar Capital London, United Kingdom	$55M	+$7.55M	1	0.99%	Increased
310	BAPIM British Airways Pensions Investment Management London, United Kingdom	$54.3M	+$6.65M	4	1.69%	Increased
311	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$54M	+$7.04M	2	2.15%	Increased
312	RCM Riverhead Capital Management Wilmington, Delaware	$53.9M	+$25.6M	23	0.79%	Increased
313	MDSL M.D. Sass LLC New York	$53.9M	-$34M	1	2.95%	Reduced
314	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$53.6M	-$12.7M	2	0.81%	Reduced
315	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$53.4M	+$3.42M	5	0.56%	Increased
316	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$53.1M	-$8.19K	8	9.48%	Reduced
317	Nisa Investment Advisors St. Louis, Missouri	$53M	+$2.57M	22	0.76%	Increased
318	Numeric Investors Boston, Massachusetts	$53M	+$21.7M	11	0.57%	Increased
319	STB S&T Bank Indiana, Pennsylvania	$52.5M	+$3.38M	3	8.14%	Increased
320	SEI Investments Oaks, Pennsylvania	$52M	+$4.42M	37	0.32%	Increased
321	B BloombergSen Toronto, Ontario, Canada	$51.9M	+$240K	1	3.85%	Increased
322	Segall Bryant & Hamill Chicago, Illinois	$51.9M	+$13.9M	9	1.25%	Increased
323	BOI Bank of Italy Rome, Italy	$51.1M	$0	1	3.79%	Maintained
324	State of Michigan Retirement System Lansing, Michigan	$51M	-$7.31M	16	0.39%	Reduced
325	SCA Southpoint Capital Advisors New York	$50.8M	-$61.2M	1	2.36%	Reduced