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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	NC Nitorum Capital New York	$96.9M	+$3.66M	2	8.43%	Increased
327	Mawer Investment Management Calgary, Alberta, Canada	$96.6M	+$907K	2	0.59%	Increased
328	Acadian Asset Management Boston, Massachusetts	$96.6M	+$28.4M	24	0.53%	Increased
329	Davis Selected Advisers Tucson, Arizona	$96.4M	-$8.52M	1	0.69%	Reduced
330	Jacobs Levy Equity Management Florham Park, New Jersey	$94.9M	-$23M	20	0.75%	Reduced
331	AAM ACK Asset Management Greenwich, Connecticut	$94M	+$17.5M	6	24.9%	Increased
332	Yousif Capital Management Bloomfield Hills, Michigan	$93.9M	-$5.4M	34	1.33%	Reduced
333	State of Michigan Retirement System Lansing, Michigan	$93.4M	-$699K	20	0.69%	Reduced
334	TPSF Texas Permanent School Fund Austin, Texas	$93.2M	+$439K	30	1.5%	Increased
335	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$92.8M	+$9.24M	12	0.54%	Increased
336	Kornitzer Capital Management Shawnee Mission, Kansas	$92.5M	-$5.1M	12	1.98%	Reduced
337	Bradley Foster & Sargent Hartford, Connecticut	$92.5M	+$2.84M	6	2.56%	Increased
338	SHIM Spruce House Investment Management New York	$91.5M	$0	1	16.5%	Maintained
339	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$91.4M	+$17.1M	11	0.71%	Increased
340	ACM Atlanta Capital Management Atlanta, Georgia	$91.3M	-$134K	2	0.41%	Reduced
341	Calamos Advisors Naperville, Illinois	$91.1M	+$6.65M	7	0.42%	Increased
342	ORIO Old Republic International (ORI) Chicago, Illinois	$90M	$0	1	2.99%	Maintained
343	United Capital Financial Advisors Irving, Texas	$89.1M	-$1.36M	13	0.53%	Reduced
344	CDH Charles D. Hyman	$89.1M	+$1.06M	3	6.85%	Increased
345	PPC Park Presidio Capital San Francisco, California	$88.8M	+$18.4M	2	20.37%	Increased
346	WTA Washington Trust Advisors Wellesley, Massachusetts	$88.1M	-$2.96M	12	8.25%	Reduced
347	Madison Asset Management Madison, Wisconsin	$87.4M	+$11.1M	5	1.47%	Increased
348	Bank of Nova Scotia Toronto, Ontario, Canada	$87M	-$33.9M	12	0.28%	Reduced
349	VHMC Value Holdings Management Company Hampton Bays, New York	$87M	+$450K	7	21.62%	Increased
350	M&T Bank Buffalo, New York	$84.8M	+$2.39M	18	0.38%	Increased