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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	Thompson Siegel & Walmsley Richmond, Virginia	$42.3M	-$9.82M	11	0.69%	Reduced
377	CM CS McKee Pittsburgh, Pennsylvania	$42.3M	-$8.15M	2	1.55%	Reduced
378	Sculptor Capital New York	$42.2M	+$35.5M	1	0.21%	New
379	Jupiter Asset Management London, United Kingdom	$42M	+$9.2M	5	1.6%	Increased
380	TAL TIG Advisors LLC New York	$42M	+$35.3M	1	1.98%	New
381	OAM Oxford Asset Management Oxford, United Kingdom	$41.7M	+$10.5M	12	1.19%	Increased
382	Vaughan David Investments Peoria, Illinois	$41.5M	-$1.23M	2	2.36%	Reduced
383	Sentry Investments Toronto, Ontario, Canada	$41.4M	-$34M	1	0.5%	Reduced
384	PCM Penn Capital Management Philadelphia, Pennsylvania	$41M	+$5.27M	3	2.33%	Increased
385	ELC Edgar Lomax Company Kingstowne, Virginia	$41M	+$8.42M	1	2.81%	Increased
386	BA Boston Advisors Boston, Massachusetts	$40.8M	+$9.71M	5	1%	Increased
387	AMF Tjänstepension Stockholm, Sweden	$40.7M	+$5.31M	2	0.53%	Increased
388	TA Teton Advisors Rye, New York	$40.7M	+$504K	10	3.77%	Increased
389	B BloombergSen Toronto, Ontario, Canada	$40.6M	-$3.45M	1	4.04%	Reduced
390	Nordea Investment Management Stockholm, Sweden	$40.1M	+$2.24M	15	0.12%	Increased
391	Mutual of America Capital Management New York	$40.1M	+$101K	20	0.89%	Increased
392	Amundi Asset Management US Boston, Massachusetts	$39.9M	-$4.89M	6	0.15%	Reduced
393	TAM THB Asset Management Norwalk, Connecticut	$39.7M	+$1.08M	4	4.54%	Increased
394	NIP Nicholas Investment Partners Rancho Santa Fe, California	$39.3M	+$11.8M	7	2.87%	Increased
395	Oregon Public Employees Retirement Fund Tigard, Oregon	$39.2M	+$537K	18	0.9%	Increased
396	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$39.2M	+$24.9M	8	2.61%	Increased
397	FA Friess Associates Greenville, Delaware	$39M	+$2.51M	4	3.9%	Increased
398	MDSL M.D. Sass LLC New York	$38.6M	-$19.8M	1	2.07%	Reduced
399	Gulf International Bank (UK) London, United Kingdom	$38.2M	+$174K	10	0.65%	Increased
400	SWITC Stewart West Indies Trading Company Boulder, Colorado	$38.2M	$0	1	3.8%	Maintained