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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	BA Broadview Advisors Milwaukee, Wisconsin	$47.8M	-$985K	3	6.86%	Reduced
352	PFC Poplar Forest Capital Pasadena, California	$47.8M	-$1.05M	1	4.17%	Reduced
353	GA GFS Advisors Houston, Texas	$47.8M	+$14.8M	4	12.52%	Increased
354	GW&K Investment Management Boston, Massachusetts	$47.4M	+$3.61M	2	1.05%	Increased
355	ArrowMark Colorado Holdings Denver, Colorado	$46.9M	+$12.3M	2	1.04%	Increased
356	KI Kalmar Investments Greenville, Delaware	$46.8M	-$51.8M	2	1.92%	Reduced
357	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$46.8M	-$822K	2	1.84%	Reduced
358	NCM Narwhal Capital Management Marietta, Georgia	$46.5M	-$137K	2	15.2%	Reduced
359	LPL Financial San Diego, California	$46.5M	-$1.09M	21	0.13%	Reduced
360	HHC Hutchin Hill Capital New York	$46.3M	-$4.89M	13	1.36%	Reduced
361	United Capital Financial Advisors Irving, Texas	$46.3M	+$13M	12	0.51%	Increased
362	NCGI Next Century Growth Investors Plymouth, Minnesota	$45.3M	+$30.5M	4	2.14%	Increased
363	QS Investors New York	$45.2M	+$381K	31	0.43%	Increased
364	Highbridge Capital Management New York	$45M	+$25.9M	13	0.75%	Increased
365	DCM Dulcet Capital Management New York	$44.9M	-$4.23M	1	15.43%	Reduced
366	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$44.8M	+$501K	7	2.52%	Increased
367	RHJA Rice Hall James & Associates San Diego, California	$44.8M	+$4.93M	4	2.59%	Increased
368	Advisors Asset Management Monument, Colorado	$44.2M	-$480K	23	0.73%	Reduced
369	ZDA Zweig-DiMenna Associates New York	$43.8M	+$28.3M	6	3.87%	Increased
370	HCM Herndon Capital Management Atlanta, Georgia	$43.5M	+$1.19M	3	1.09%	Increased
371	Heritage Investors Management Corp Bethesda, Maryland	$43.3M	+$1.42M	3	3.33%	Increased
372	SAM Shell Asset Management The Hague, Netherlands	$43.1M	+$75.3K	19	1.03%	Increased
373	KeyBank National Association Cleveland, Ohio	$42.9M	+$3.27M	14	0.28%	Increased
374	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$42.6M	+$3.23M	16	0.92%	Increased
375	FWSM First Wilshire Securities Management Pasadena, California	$42.5M	-$9.65M	7	14.1%	Reduced