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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
376	Impax Asset Management (UK) London, United Kingdom	$47.4M	+$6.99M	2	5.15%	Increased
377	Jane Street New York	$46.3M	+$28.5M	27	0.55%	Increased
378	Palisade Capital Management Fort Lee, New Jersey	$46.3M	-$5.41M	6	1.26%	Reduced
379	Silvercrest Asset Management New York	$46.2M	-$8.04M	6	0.89%	Reduced
380	DCM Dupont Capital Management Wilmington, Delaware	$45.9M	-$1.34M	12	0.84%	Reduced
381	Vaughan David Investments Peoria, Illinois	$45.7M	+$1.17M	2	3.18%	Increased
382	NA Navellier & Associates Reno, Nevada	$45.6M	+$48.2M	3	1.35%	Increased
383	PIM Profit Investment Management North Bethesda, Maryland	$45.6M	-$2.29M	3	1.87%	Reduced
384	Fisher Asset Management Camas, Washington	$45.4M	-$60.8K	3	0.11%	Reduced
385	LOAMU Lombard Odier Asset Management (USA) New York	$45.3M	-$1.35M	1	2.27%	Reduced
386	HCM Hodges Capital Management Dallas, Texas	$45.3M	+$20.1M	7	3.92%	Increased
387	Moore Capital Management New York	$45.2M	-$1.59M	6	0.96%	Reduced
388	Cambiar Investors Denver, Colorado	$44.5M	+$1.71M	2	0.73%	Increased
389	Rothschild & Co Asset Management US Stamford, Connecticut	$44.5M	-$4.36M	4	0.97%	Reduced
390	Nordea Investment Management Stockholm, Sweden	$44.5M	-$15.1M	12	0.25%	Reduced
391	SPC Standard Pacific Capital San Francisco, California	$44.5M	+$19.5M	2	9.2%	Increased
392	SA Smithwood Advisers Los Angeles, California	$44.3M	-$27.3M	1	2.7%	Reduced
393	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$44M	-$8.52M	3	0.93%	Reduced
394	EBIM Eagle Boston Investment Management Boston, Massachusetts	$44M	-$831K	2	2.66%	Reduced
395	Hermes Investment Management London Uk, United Kingdom	$43.7M	+$4.84M	2	1.47%	Increased
396	PHAM Pacific Heights Asset Management San Francisco, California	$43.6M	-$13M	1	1.19%	Reduced
397	WAM Water Asset Management New York	$43.2M	+$3.11M	4	27.61%	Increased
398	Thomaspartners Boston, Massachusetts	$43.2M	+$9.53M	2	1.55%	Increased
399	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$43M	-$4.27M	1	1.3%	Reduced
400	CEP Chicago Equity Partners Chicago, Illinois	$42.6M	-$759K	7	1.32%	Reduced