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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	AAM ACK Asset Management Greenwich, Connecticut	$57.3M	+$10.7M	4	15.85%	Increased
352	Discovery Capital Management South Norwalk, Connecticut	$57.3M	-$48.5M	1	5.97%	Reduced
353	JP Morgan Private Wealth Advisors San Francisco, California	$57.1M	+$9.46M	15	0.3%	Increased
354	MLICM Metropolitan Life Insurance Company (MetLife) New York	$57M	-$1.55M	42	1.03%	Reduced
355	CIBC Asset Management Toronto, Ontario, Canada	$56.9M	+$5.46M	15	0.35%	Increased
356	Virginia Retirement Systems Richmond, Virginia	$56.8M	+$924K	15	0.67%	Increased
357	IECM Intrinsic Edge Capital Management Chicago, Illinois	$56.7M	+$1.08M	4	9.59%	Increased
358	QS Investors New York	$56.5M	+$6.78M	28	0.62%	Increased
359	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$56.5M	-$3.37M	13	0.37%	Reduced
360	RP RR Partners New York	$56.2M	+$52.2M	1	6.69%	New
361	CAM Cortina Asset Management Milwaukee, Wisconsin	$56.2M	+$4.5M	5	3.51%	Increased
362	Norinchukin Bank Tokyo, Japan	$56.1M	-$253K	9	0.72%	Reduced
363	Heritage Investors Management Corp Bethesda, Maryland	$54.7M	-$144K	4	3.25%	Reduced
364	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$54.6M	+$3.91M	25	0.49%	Increased
365	Squarepoint New York	$54.5M	+$6.09M	38	0.58%	Increased
366	SG Americas Securities New York	$54.5M	+$1.63M	46	0.5%	Increased
367	CCI Columbus Circle Investors	$54.3M	-$51.3M	3	1.38%	Reduced
368	AI Atom Investors Austin, Texas	$54.2M	+$10.1M	11	4.58%	Increased
369	WIC Willis Investment Counsel Gainesville, Georgia	$54.1M	+$12.3M	3	3.72%	Increased
370	SCM Snow Capital Management Sewickley, Pennsylvania	$53.7M	+$383K	4	3.39%	Increased
371	PM Pembroke Management Montreal, Quebec, Canada	$53M	+$7.16M	2	5.74%	Increased
372	Advisors Asset Management Monument, Colorado	$52.7M	-$6.26M	34	0.96%	Reduced
373	Fiduciary Management Inc Milwaukee, Wisconsin	$52.6M	-$311K	1	0.34%	Reduced
374	Thompson Siegel & Walmsley Richmond, Virginia	$52M	+$19M	12	0.73%	Increased
375	RCM Rutabaga Capital Management Boston, Massachusetts	$51.9M	+$2.01M	7	14.35%	Increased