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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	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$118M	+$12.1M	4	5.3%	Increased
327	HCC Hill City Capital Boston, Massachusetts	$118M	+$12.4M	3	23.11%	Increased
328	Tudor Investment Corp Stamford, Connecticut	$117M	+$52.8M	24	1.82%	Increased
329	Madison Asset Management Madison, Wisconsin	$117M	+$5.07M	5	1.78%	Increased
330	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$117M	+$18M	10	1.82%	Increased
331	IP Interval Partners New York	$116M	+$26.3M	3	4.62%	Increased
332	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$116M	+$9.28M	2	3.61%	Increased
333	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$116M	+$1.31M	30	1%	Increased
334	M&G Investment Management London, United Kingdom	$116M	-$356K	9	0.55%	Reduced
335	ACM Alua Capital Management New York	$115M	$0	1	9.68%	Maintained
336	Channing Capital Management Chicago, Illinois	$114M	+$77.5M	3	3.66%	Increased
337	Yousif Capital Management Bloomfield Hills, Michigan	$114M	-$5.84M	34	1.48%	Reduced
338	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$113M	+$11.3M	4	0.32%	Increased
339	ACM ADW Capital Management Miami Beach, Florida	$112M	+$15.1M	1	33.05%	Increased
340	NC Nitorum Capital New York	$110M	+$4.21M	2	11.68%	Increased
341	CDH Charles D. Hyman	$110M	+$523K	3	7.34%	Increased
342	Menora Mivtachim Holdings Ramat Gan, Israel	$110M	-$16.9M	1	1.14%	Reduced
343	Duff & Phelps Investment Management Chicago, Illinois	$110M	-$10.1M	7	1.33%	Reduced
344	First Pacific Advisors El Segundo, California	$108M	-$27.1M	1	1.68%	Reduced
345	Mawer Investment Management Calgary, Alberta, Canada	$107M	+$666K	2	0.59%	Increased
346	VHMC Value Holdings Management Company Hampton Bays, New York	$106M	-$3.08M	6	25.23%	Reduced
347	Oppenheimer & Co New York	$106M	+$7.83M	21	2.24%	Increased
348	Vaughan Nelson Investment Management Houston, Texas	$106M	+$14.4M	3	1.3%	Increased
349	Creative Planning Overland Park, Kansas	$106M	-$9.71M	35	0.15%	Reduced
350	SHIM Spruce House Investment Management New York	$106M	$0	1	20.66%	Maintained