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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	Beck Mack & Oliver New York	$49.8M	-$364K	3	2%	Reduced
352	CAM Cortina Asset Management Milwaukee, Wisconsin	$49.6M	-$5.67M	6	3.04%	Reduced
353	PP PDT Partners New York	$49.2M	+$15.3M	12	2.75%	Increased
354	Heritage Investors Management Corp Bethesda, Maryland	$49.2M	-$1.17M	3	3.29%	Reduced
355	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$48.6M	$0	1	4.52%	Maintained
356	SCM Snow Capital Management Sewickley, Pennsylvania	$48.6M	+$16.6M	4	3.29%	Increased
357	Fjarde Ap-fonden Stockholm, Sweden	$48.4M	+$715K	6	0.84%	Increased
358	AAM ACK Asset Management Greenwich, Connecticut	$47.9M	+$11M	3	16.23%	Increased
359	Mirae Asset Global Investments Seoul, South Korea	$46.6M	+$5.5M	34	0.42%	Increased
360	CIBC World Markets New York	$46.5M	-$79.7M	10	0.43%	Reduced
361	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$46.4M	+$2.42M	2	6.37%	Increased
362	IECM Intrinsic Edge Capital Management Chicago, Illinois	$46.3M	+$10.3M	5	7.78%	Increased
363	MSA Mason Street Advisors Milwaukee, Wisconsin	$46M	+$2.24M	31	1.12%	Increased
364	FC Fairpointe Capital Chicago, Illinois	$46M	+$40.4M	1	1.58%	Increased
365	GC GMT Capital Atlanta, Georgia	$45.9M	+$3.76M	3	1.71%	Increased
366	Chartwell Investment Partners Berywn, Pennsylvania	$45.9M	-$1.56M	12	1.61%	Reduced
367	SG Americas Securities New York	$45.7M	-$33.3M	35	0.4%	Reduced
368	ECM Engine Capital Management New York	$45.6M	+$46.5M	4	26.76%	Increased
369	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$45.5M	-$24.5M	26	0.39%	Reduced
370	Fiduciary Management Inc Milwaukee, Wisconsin	$45.1M	+$10.1M	1	0.32%	Increased
371	Artemis Investment Management Edinburgh, United Kingdom	$44.9M	-$80.8M	3	0.59%	Reduced
372	RCM Rutabaga Capital Management Boston, Massachusetts	$44.9M	+$11.8M	6	14.8%	Increased
373	JIR James Investment Research Alpha, Ohio	$44.6M	-$18.2M	13	2.78%	Reduced
374	Peregrine Capital Management Minneapolis, Minnesota	$44.5M	+$3.77M	5	1.25%	Increased
375	KeyBank National Association Cleveland, Ohio	$44.2M	-$2.95M	11	0.29%	Reduced