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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
351	HCM Hodges Capital Management Dallas, Texas	$62.1M	+$8.91M	8	4.47%	Increased
352	Thomaspartners Boston, Massachusetts	$61.5M	+$12.1M	2	1.69%	Increased
353	ZE ZBI Equities New York	$61.4M	+$59.7M	1	3.32%	New
354	Paradigm Capital Management Inc Albany, New York	$61.1M	-$9.54M	7	3.68%	Reduced
355	CII Chapter IV Investors Charlotte, North Carolina	$60.8M	+$191K	2	19.54%	Increased
356	NAP New Amsterdam Partners New York	$60.4M	-$1.44M	3	4%	Reduced
357	FIM FourPoints Investment Managers Paris, France	$60.1M	-$9.46M	2	5.65%	Reduced
358	OCG Opus Capital Group Cincinnati, Ohio	$59.5M	-$20.2M	2	3.28%	Reduced
359	KeyBank National Association Cleveland, Ohio	$59.4M	-$2.67M	17	0.39%	Reduced
360	TC TFS Capital West Chester, Pennsylvania	$59M	+$15.4M	24	2.78%	Increased
361	Thompson Siegel & Walmsley Richmond, Virginia	$58.3M	-$9.45M	8	1.36%	Reduced
362	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$58.1M	-$750K	2	2.23%	Reduced
363	OAMA Oslo Asset Management AS Oslo, Norway	$57.8M	-$8.75M	1	25.82%	Reduced
364	PineBridge Investments New York	$57.7M	-$3.61M	20	1.72%	Reduced
365	PTC Provident Trust Company Waukesha, Wisconsin	$56.6M	+$326K	1	3.29%	Increased
366	FMA Fiduciary Management Associates Chicago, Illinois	$56.1M	-$1.04M	6	3.8%	Reduced
367	Capital Fund Management (CFM) Paris, France	$56.1M	-$18.2M	11	0.69%	Reduced
368	SAM Sentinel Asset Management Montpelier, Vermont	$55.9M	+$869K	4	1.08%	Increased
369	PIMC Praesidium Investment Management Company New York	$55.7M	-$235K	1	4.42%	Reduced
370	Rothschild & Co Asset Management US Stamford, Connecticut	$54.9M	+$4.54M	4	1.22%	Increased
371	Sentry Investments Toronto, Ontario, Canada	$54.9M	+$11.3M	2	0.93%	Increased
372	Highbridge Capital Management New York	$54.5M	-$17.1M	9	0.65%	Reduced
373	Fifth Third Bancorp Cincinnati, Ohio	$54M	-$5.45M	23	0.52%	Reduced
374	AC Amici Capital New York	$54M	+$45.2M	2	1.7%	Increased
375	Silvercrest Asset Management New York	$53.9M	+$3.02M	6	0.89%	Increased