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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	SCM SG Capital Management Chicago, Illinois	$43.6M	+$11.9M	5	10.7%	Increased
377	LM Luminus Management Houston, Texas	$43.5M	-$35.6M	6	1.25%	Reduced
378	KeyBank National Association Cleveland, Ohio	$43.2M	-$766K	15	0.28%	Reduced
379	Capital Fund Management (CFM) Paris, France	$43M	+$5.14M	17	0.4%	Increased
380	First Manhattan New York	$42.9M	-$303K	19	0.26%	Reduced
381	Kornitzer Capital Management Shawnee Mission, Kansas	$42.8M	-$7.8M	4	0.77%	Reduced
382	ELC Edgar Lomax Company Kingstowne, Virginia	$42.6M	+$1.99M	1	2.67%	Increased
383	Vaughan David Investments Peoria, Illinois	$42.5M	+$198K	2	2.34%	Increased
384	Oregon Public Employees Retirement Fund Tigard, Oregon	$42.1M	+$1.87M	18	0.94%	Increased
385	CIBC Asset Management Toronto, Ontario, Canada	$41.3M	+$14.5M	15	0.31%	Increased
386	Sentry Investments Toronto, Ontario, Canada	$41.1M	+$1.62M	2	0.38%	Increased
387	Baird Financial Group Milwaukee, Wisconsin	$41M	-$16M	11	0.38%	Reduced
388	MDSL M.D. Sass LLC New York	$41M	-$1.51M	1	2%	Reduced
389	Raymond James Financial Services Advisors St. Petersburg, Florida	$40.8M	+$7.74M	16	0.4%	Increased
390	KCM Kensico Capital Management Greenwich, Connecticut	$40.5M	-$32.5M	1	0.81%	Reduced
391	CG Clinton Group New York	$40.5M	+$9.51M	13	1.77%	Increased
392	Janney Montgomery Scott Philadelphia, Pennsylvania	$40.4M	+$22.2M	10	0.82%	Increased
393	Zacks Investment Management Chicago, Illinois	$39.6M	+$2.01M	10	1.21%	Increased
394	Highbridge Capital Management New York	$39.5M	-$4.56M	17	0.64%	Reduced
395	AMF Tjänstepension Stockholm, Sweden	$39.4M	-$3.59M	2	0.51%	Reduced
396	CC Carlson Capital Dallas, Texas	$39.1M	+$39.7M	2	0.49%	New
397	Parallax Volatility Advisers San Francisco, California	$39.1M	+$24.1M	16	0.08%	Increased
398	Jacobs Levy Equity Management Florham Park, New Jersey	$37.9M	+$21.8M	13	0.78%	Increased
399	SWITC Stewart West Indies Trading Company Boulder, Colorado	$37.8M	$0	1	3.65%	Maintained
400	CAM Cacti Asset Management Atlanta, Georgia	$37.7M	+$65.8K	1	4.03%	Increased