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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	Stephens Investment Management Group Houston, Texas	$60M	+$15.5M	2	1.2%	Increased
352	ECM Engine Capital Management New York	$59.9M	+$17.9M	5	28.01%	Increased
353	TCM Tributary Capital Management Omaha, Nebraska	$59.8M	-$2.85M	6	4.34%	Reduced
354	CC Carlson Capital Dallas, Texas	$59.1M	-$9.31M	3	1.07%	Reduced
355	ACB Aristotle Capital Boston Boston, Massachusetts	$58.8M	+$8.17M	2	1.73%	Increased
356	QS Investors New York	$58.8M	+$7.33M	31	0.64%	Increased
357	Saturna Capital Bellingham, Washington	$58.8M	$0	1	1.71%	Maintained
358	ACM Ashford Capital Management Wilmington, Delaware	$58.6M	+$10.3M	3	8.47%	Increased
359	CCI Columbus Circle Investors	$58.1M	-$12M	3	2.13%	Reduced
360	KMC Kirr Marbach & Co Columbus, Indiana	$57.9M	-$918K	4	13.96%	Reduced
361	Mirae Asset Global Investments Seoul, South Korea	$57.8M	-$398K	33	0.4%	Reduced
362	Ladenburg Thalmann Financial Services Miami, Florida	$57.7M	-$27.6K	54	0.4%	Reduced
363	Teacher Retirement System of Texas Austin, Texas	$57.6M	+$3.24M	7	0.5%	Increased
364	Boston Trust Walden Boston, Massachusetts	$57.6M	-$5.66M	3	0.72%	Reduced
365	Mawer Investment Management Calgary, Alberta, Canada	$57.5M	-$78M	2	0.53%	Reduced
366	Peregrine Capital Management Minneapolis, Minnesota	$57.2M	+$185K	6	1.56%	Increased
367	TCM Tygh Capital Management Portland, Oregon	$57.1M	+$13.1M	6	10.13%	Increased
368	MSA Mason Street Advisors Milwaukee, Wisconsin	$56.8M	-$1.39M	30	1.13%	Reduced
369	Robeco Institutional Asset Management Rotterdam, Netherlands	$56.7M	+$21.6M	14	0.2%	Increased
370	WC Walthausen & Co Malta, New York	$56.3M	-$8.26M	8	7.8%	Reduced
371	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$56M	+$15.2M	10	0.39%	Increased
372	Homestead Advisers Arlington, Virginia	$55.9M	-$8.15M	3	1.13%	Reduced
373	CRCP Copper Rock Capital Partners Boston, Massachusetts	$55.7M	-$30.6M	3	4.99%	Reduced
374	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$55.6M	-$10M	13	0.38%	Reduced
375	TI TT International London, United Kingdom	$55.5M	+$37.3M	2	4.98%	Increased