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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
326	RCM Redwood Capital Management New York	$61.4M	$0	2	7.35%	Maintained
327	RHBC R.H. Bluestein & Co Birmingham, Michigan	$61.4M	+$20.5M	8	3.73%	Increased
328	Fisher Asset Management Camas, Washington	$60.7M	+$6.93M	5	0.12%	Increased
329	Los Angeles Capital Management Los Angeles, California	$60.6M	+$35.7M	13	0.56%	Increased
330	Korea Investment Corp Seoul, South Korea	$60.5M	-$17.3M	7	0.52%	Reduced
331	Chartwell Investment Partners Berywn, Pennsylvania	$60.2M	+$15.2M	3	1.18%	Increased
332	Epoch Investment Partners New York	$60.2M	-$3.95M	4	0.22%	Reduced
333	EARNEST Partners Atlanta, Georgia	$60.1M	-$1.88M	4	0.53%	Reduced
334	ACI AMP Capital Investors Sydney, Australia	$60.1M	-$5M	15	0.39%	Reduced
335	Montrusco Bolton Investments Montreal, Quebec, Canada	$60.1M	+$11M	1	4.45%	Increased
336	I.G. Investment Management Winnipeg, Manitoba, Canada	$59.2M	-$22.8M	9	0.22%	Reduced
337	MP Makaira Partners La Jolla, California	$59.1M	+$36.6M	1	9.08%	Increased
338	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$58.9M	-$13.3M	6	1.99%	Reduced
339	South Dakota Investment Council Sioux Falls, South Dakota	$58.7M	+$4.64M	10	1.18%	Increased
340	EA Euclid Advisors Hartford, Connecticut	$58.6M	+$48.9M	8	1.16%	Increased
341	Nisa Investment Advisors St. Louis, Missouri	$58.4M	-$2.16M	23	0.83%	Reduced
342	PIMC Praesidium Investment Management Company New York	$58.2M	-$5.1M	1	4.91%	Reduced
343	PFC Poplar Forest Capital Pasadena, California	$57.7M	-$5.73M	1	4.37%	Reduced
344	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$57.5M	+$4.5M	1	1.76%	Increased
345	Hermes Investment Management London Uk, United Kingdom	$57.3M	+$1.45M	4	1.29%	Increased
346	Axiom Investors Greenwich, Connecticut	$57.1M	+$8.43M	2	1.64%	Increased
347	Marshfield Associates Washington, District of Columbia	$56.9M	-$28.6M	2	4.45%	Reduced
348	Oaktree Capital Management Los Angeles, California	$56.9M	+$1.46M	1	0.66%	Increased
349	BNP Paribas Asset Management Paris, France	$56.6M	-$65.9K	14	0.46%	Reduced
350	VDBMI Van Den Berg Management I Austin, Texas	$56.4M	-$4M	4	6.39%	Reduced