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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	HCM Hahn Capital Management Walnut Creek, California	$66M	-$1.61M	3	8.5%	Reduced
352	Kornitzer Capital Management Shawnee Mission, Kansas	$65.9M	+$14.6M	10	1.16%	Increased
353	Parallax Volatility Advisers San Francisco, California	$65.7M	+$9.65M	13	0.08%	Increased
354	CDH Charles D. Hyman	$65.1M	+$102K	3	6.38%	Increased
355	Oregon Public Employees Retirement Fund Tigard, Oregon	$65M	-$8.39M	32	0.91%	Reduced
356	RP RR Partners New York	$64.3M	-$17.8M	1	7.38%	Reduced
357	ALPS Advisors Denver, Colorado	$64.3M	-$14.8M	14	0.5%	Reduced
358	CAM ClariVest Asset Management San Diego, California	$63.6M	-$17.1M	25	1.46%	Reduced
359	MLICM Metropolitan Life Insurance Company (MetLife) New York	$63.1M	-$1.58M	44	1.01%	Reduced
360	Fifth Third Bancorp Cincinnati, Ohio	$62.7M	-$9.36M	29	0.35%	Reduced
361	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$62.4M	-$18.2M	34	0.87%	Reduced
362	IAM Impala Asset Management Palm Beach, Florida	$62.4M	+$26.7M	2	4.74%	Increased
363	Nomura Asset Management Tokyo, Japan	$62.3M	-$8.93M	8	0.56%	Reduced
364	ECM Engine Capital Management New York	$62.1M	-$3.11M	4	24.23%	Reduced
365	State of Alaska Department of Revenue Juneau, Alaska	$61.4M	-$3.24M	32	0.8%	Reduced
366	ACM Argent Capital Management St Louis, Missouri	$61.4M	+$42.2M	4	2.1%	Increased
367	IAM Iridian Asset Management Westport, Connecticut	$61.3M	-$41.8M	1	1%	Reduced
368	MSA Mason Street Advisors Milwaukee, Wisconsin	$61.1M	+$1.94M	32	1.17%	Increased
369	British Columbia Investment Management Victoria, British Columbia, Canada	$60.8M	-$10M	10	0.45%	Reduced
370	Daiwa Securities Group Tokyo, Japan	$60.2M	-$16M	16	0.5%	Reduced
371	ACB Aristotle Capital Boston Boston, Massachusetts	$59.7M	+$2.16M	2	1.65%	Increased
372	KMC Kirr Marbach & Co Columbus, Indiana	$59.4M	-$534K	4	13.74%	Reduced
373	Stephens Investment Management Group Houston, Texas	$59.2M	-$420K	2	1.11%	Reduced
374	SAM Southeastern Asset Management Memphis, Tennessee	$59.1M	-$299M	1	0.98%	Reduced
375	Saturna Capital Bellingham, Washington	$58.9M	$0	1	1.59%	Maintained