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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	PPC Park Presidio Capital San Francisco, California	$79.7M	+$7.8M	1	9.92%	Increased
302	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$79.6M	+$20.1M	24	0.64%	Increased
303	HCM Highline Capital Management New York	$79.1M	+$6.46M	1	5.79%	Increased
304	Douglass Winthrop Advisors New York	$78.6M	+$764K	3	3.16%	Increased
305	HCM Hodges Capital Management Dallas, Texas	$78.5M	-$4.85M	6	8.49%	Reduced
306	Raymond James Financial Services Advisors St. Petersburg, Florida	$78.3M	+$1.28M	23	0.3%	Increased
307	Bank of Nova Scotia Toronto, Ontario, Canada	$77.7M	-$2.32M	14	0.33%	Reduced
308	HighTower Advisors Chicago, Illinois	$77.1M	-$8.47M	16	0.46%	Reduced
309	FP Foundry Partners Minneapolis, Minnesota	$76.1M	+$2.98M	12	2.99%	Increased
310	TPSF Texas Permanent School Fund Austin, Texas	$76M	-$331K	31	1.18%	Reduced
311	AI Atom Investors Austin, Texas	$74.1M	+$14.6M	14	4.83%	Increased
312	Jane Street New York	$74M	-$69.8M	29	0.13%	Reduced
313	SCM Snow Capital Management Sewickley, Pennsylvania	$73.2M	+$9.63M	4	4.81%	Increased
314	Foresters Investment Management New York	$73.2M	+$31.9M	4	1.31%	Increased
315	ALPS Advisors Denver, Colorado	$73.2M	-$281K	10	0.54%	Reduced
316	ArrowMark Colorado Holdings Denver, Colorado	$73M	+$3.14M	2	0.7%	Increased
317	Zurich Cantonal Bank Zurich, Switzerland	$72.8M	-$6.86M	44	0.62%	Reduced
318	CAM Cacti Asset Management Atlanta, Georgia	$72.8M	+$93.2K	2	5.61%	Increased
319	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$72.7M	+$13M	14	0.47%	Increased
320	Silvercrest Asset Management New York	$72.3M	-$5.01M	8	0.68%	Reduced
321	HCM Hahn Capital Management Walnut Creek, California	$72.2M	-$9.46M	3	9.48%	Reduced
322	Handelsbanken Fonder Stockholm, Sweden	$71.8M	+$20M	3	1.33%	Increased
323	William Blair & Company Chicago, Illinois	$71.8M	+$9.73M	15	0.41%	Increased
324	Advisors Asset Management Monument, Colorado	$70.9M	+$13.6M	33	1.26%	Increased
325	CC Capital Counsel New York	$70.9M	+$6.34M	1	4.75%	Increased