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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	SGAM Smith Group Asset Management Dallas, Texas	$54.4M	+$22.1M	5	1.57%	Increased
352	Parnassus Investments San Francisco, California	$54.2M	-$91.2M	1	0.25%	Reduced
353	NN Investment Partners Holdings The Hague, Netherlands	$53.9M	-$373K	11	0.51%	Reduced
354	IP Interval Partners New York	$53.8M	+$31.3M	6	2.61%	Increased
355	FWSM First Wilshire Securities Management Pasadena, California	$53.6M	-$682K	9	15.49%	Reduced
356	FP Foundry Partners Minneapolis, Minnesota	$53.6M	+$4.94M	12	2.24%	Increased
357	AP Altarock Partners West Palm Beach, Florida	$53.5M	-$281K	1	7.94%	Reduced
358	NCA Newbrook Capital Advisors New York	$53.4M	+$18.5M	1	4.8%	Increased
359	Driehaus Capital Management Chicago, Illinois	$53.3M	+$13.3M	14	1.83%	Increased
360	United Capital Financial Advisors Irving, Texas	$53.3M	-$5.9M	13	0.5%	Reduced
361	Oregon Public Employees Retirement Fund Tigard, Oregon	$53.2M	+$719K	18	1.04%	Increased
362	Williams Jones & Associates New York	$53.1M	-$17.5M	4	1.39%	Reduced
363	Diamond Hill Capital Management Columbus, Ohio	$52.5M	-$8.81M	1	0.29%	Reduced
364	William Blair & Company Chicago, Illinois	$51.8M	+$36.5M	12	0.42%	Increased
365	Heritage Investors Management Corp Bethesda, Maryland	$51.4M	+$701K	3	3.53%	Increased
366	ALPS Advisors Denver, Colorado	$51.4M	+$9.69M	8	0.35%	Increased
367	Commonwealth Equity Services Waltham, Massachusetts	$51.2M	+$4.4M	20	0.34%	Increased
368	Squarepoint New York	$51.1M	+$24.5M	25	1.41%	Increased
369	FQ First Quadrant Glendale, California	$50.9M	+$13.1M	11	1%	Increased
370	SCM Stevens Capital Management Radnor, Pennsylvania	$50.9M	+$20.4M	15	1.93%	Increased
371	Chartwell Investment Partners Berywn, Pennsylvania	$50.6M	+$6.45M	9	1.84%	Increased
372	AAM ACK Asset Management Greenwich, Connecticut	$50.5M	+$10.9M	4	14.97%	Increased
373	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$50.3M	-$70.1K	3	8.38%	Reduced
374	VVP Vulcan Value Partners Birmingham, Alabama	$49.9M	-$1.2M	1	0.43%	Reduced
375	Nordea Investment Management Stockholm, Sweden	$49.6M	+$1.08M	15	0.13%	Increased