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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	GL Governors Lane New York	$66M	+$14.1M	1	3.18%	Increased
352	Guardian Capital (Canada) Toronto, Ontario, Canada	$65.8M	-$16.7M	2	1.14%	Reduced
353	Squarepoint New York	$65.3M	+$6.02M	34	1.04%	Increased
354	Rockefeller Capital Management New York	$65.2M	+$72M	7	1.08%	New
355	Boston Trust Walden Boston, Massachusetts	$64.9M	+$1.09M	4	0.98%	Increased
356	CGM Capital Growth Management Boston, Massachusetts	$64.8M	-$22.7M	1	2.87%	Reduced
357	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$64.7M	-$4.51M	30	1.01%	Reduced
358	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$64.7M	-$39.6M	7	0.39%	Reduced
359	MLICM Metropolitan Life Insurance Company (MetLife) New York	$64.3M	+$802K	40	0.91%	Increased
360	Beck Mack & Oliver New York	$63.9M	-$4.49M	3	2.15%	Reduced
361	Ariel Investments Chicago, Illinois	$63.8M	-$3.09M	1	0.73%	Reduced
362	Mitsubishi UFJ Asset Management Tokyo, Japan	$63.5M	+$5.37M	10	1.47%	Increased
363	TCM Tygh Capital Management Portland, Oregon	$63.2M	-$4.12M	8	12.01%	Reduced
364	Nomura Asset Management Tokyo, Japan	$62.5M	+$30.9M	8	0.68%	Increased
365	QS Investors New York	$62.3M	-$890K	39	0.64%	Reduced
366	Gulf International Bank (UK) London, United Kingdom	$61.7M	+$41.1K	8	0.8%	Increased
367	SCA Southpoint Capital Advisors New York	$61.6M	+$36.5M	1	2.73%	Increased
368	ICOM Investment Counselors of Maryland Baltimore, Maryland	$61.4M	+$1.6M	7	3.14%	Increased
369	SIM Sadoff Investment Management Milwaukee, Wisconsin	$61.4M	+$590K	2	5.17%	Increased
370	ZDA Zweig-DiMenna Associates New York	$61.4M	+$25M	5	5.44%	Increased
371	Heritage Investors Management Corp Bethesda, Maryland	$61.1M	-$1.24M	3	3.81%	Reduced
372	Ladenburg Thalmann Financial Services Miami, Florida	$60.5M	+$2.06M	51	0.56%	Increased
373	SAM Shell Asset Management The Hague, Netherlands	$60.2M	+$1.59M	23	1.2%	Increased
374	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$60.2M	$0	1	6.79%	Maintained
375	SC Shellback Capital Boston, Massachusetts	$59M	+$32.8M	4	4.3%	Increased