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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	Paradigm Capital Management Inc Albany, New York	$64.9M	+$11.9M	7	4.82%	Increased
352	ACM Atlanta Capital Management Atlanta, Georgia	$64.7M	+$365K	1	0.44%	Increased
353	HighTower Advisors Chicago, Illinois	$64.5M	+$5.6M	18	1.12%	Increased
354	GIG Goodnow Investment Group Darien, Connecticut	$64.2M	-$3.32M	2	9.64%	Reduced
355	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$64.1M	+$92	7	14.56%	Increased
356	DCM Daruma Capital Management New York	$64.1M	-$4.76M	1	2.62%	Reduced
357	Nordea Investment Management Stockholm, Sweden	$63.9M	+$8.05M	12	0.27%	Increased
358	TS Twin Securities New York	$63.3M	-$22.6M	1	10.86%	Reduced
359	Foresters Investment Management New York	$63.1M	+$6.78M	3	1.3%	Increased
360	VVP Vulcan Value Partners Birmingham, Alabama	$61.9M	-$31.2M	2	0.92%	Reduced
361	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$61.3M	-$3.75M	2	0.49%	Reduced
362	QS Batterymarch Financial Management New York	$60.4M	-$25M	14	1.53%	Reduced
363	Aperio Group Sausalito, California	$60M	+$4.83M	29	0.87%	Increased
364	Thompson Siegel & Walmsley Richmond, Virginia	$59.9M	+$4.94M	9	1.17%	Increased
365	Fifth Third Bancorp Cincinnati, Ohio	$59.9M	-$894K	36	0.54%	Reduced
366	First Pacific Advisors El Segundo, California	$59.7M	-$6.19M	2	0.48%	Reduced
367	Baird Milwaukee, Wisconsin	$58.7M	-$38.7M	12	0.82%	Reduced
368	KeyBank National Association Cleveland, Ohio	$58.2M	-$3.18M	18	0.39%	Reduced
369	Natixis Advisors Boston, Massachusetts	$57.6M	-$11.5M	23	0.83%	Reduced
370	CIM Corbyn Investment Management Lutherville, Maryland	$57.4M	+$19.8M	3	9.18%	Increased
371	EverPoint Asset Management Stamford, Connecticut	$57.3M	+$56.2M	9	1.18%	New
372	KCM Knighthead Capital Management New York	$57.1M	+$7.02M	2	7.48%	Increased
373	DnB Asset Management Oslo, Norway	$57M	+$55.5M	6	1.21%	New
374	Wedge Capital Management Charlotte, North Carolina	$56.6M	+$5.21M	10	0.58%	Increased
375	PIM Partner Investment Management San Francisco, California	$55.9M	+$25.2M	3	11.19%	Increased