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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	GA Greenhaven Associates Purchase, New York	$62.3M	-$6.16M	2	1.05%	Reduced
327	GH GAM Holding Zurich, Switzerland	$61.9M	+$15.2M	10	1.09%	Increased
328	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$61.9M	-$134K	1	8.29%	Reduced
329	WC Walthausen & Co Malta, New York	$61.8M	-$7.7M	6	5.73%	Reduced
330	PM Pembroke Management Montreal, Quebec, Canada	$61.7M	+$12.5M	4	6.3%	Increased
331	Perkins Investment Management Chicago, Illinois	$61.1M	-$12.1M	2	0.78%	Reduced
332	Fiduciary Management Inc Milwaukee, Wisconsin	$61.1M	+$1.42M	1	0.37%	Increased
333	DCM Dynamic Capital Management St. Helier, Jersey	$60.8M	+$25.7M	14	6.5%	Increased
334	GA GFS Advisors Houston, Texas	$60.4M	+$5.76M	3	12.73%	Increased
335	Axiom Investors Greenwich, Connecticut	$60.2M	-$1.64M	6	1.72%	Reduced
336	PCM Pennant Capital Management Summit, New Jersey	$59.5M	+$53.6M	1	2.32%	Increased
337	CAM ClariVest Asset Management San Diego, California	$59.3M	+$31.8M	17	1.58%	Increased
338	United Capital Financial Advisors Irving, Texas	$59M	-$1.85M	11	0.57%	Reduced
339	Mutual of America Capital Management New York	$58.7M	-$948K	22	1.11%	Reduced
340	ICOM Investment Counselors of Maryland Baltimore, Maryland	$58.6M	-$18.8M	8	3.09%	Reduced
341	Arizona State Retirement System Phoenix, Arizona	$58.2M	+$728K	29	0.86%	Increased
342	Diamond Hill Capital Management Columbus, Ohio	$58.1M	-$29.8M	1	0.34%	Reduced
343	FWSM First Wilshire Securities Management Pasadena, California	$57.6M	-$2.48M	9	16.5%	Reduced
344	AP Altarock Partners West Palm Beach, Florida	$57.3M	-$12.4M	1	8.39%	Reduced
345	VHMC Value Holdings Management Company Hampton Bays, New York	$57.2M	+$12.3M	6	22.79%	Increased
346	CIBC World Markets New York	$56.7M	-$418K	8	0.58%	Reduced
347	Fred Alger Management New York	$56.5M	+$30.9M	5	0.31%	Increased
348	Hood River Capital Management Palm Beach Gardens, Florida	$56M	+$20M	2	4.88%	Increased
349	Envestnet Asset Management Chicago, Illinois	$56M	+$4.93M	44	0.2%	Increased
350	NIP Nicholas Investment Partners Rancho Santa Fe, California	$55.6M	+$10.4M	11	4.21%	Increased