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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	PFC Poplar Forest Capital Pasadena, California	$44.1M	+$1.08M	1	3.78%	Increased
377	Oregon Public Employees Retirement Fund Tigard, Oregon	$44.1M	-$512K	18	0.95%	Reduced
378	First Manhattan New York	$44M	-$176K	16	0.27%	Reduced
379	HCM Highfields Capital Management Boston, Massachusetts	$43.9M	-$175M	1	0.41%	Reduced
380	KAM Keeley Asset Management Chicago, Illinois	$43.8M	+$9.58M	6	1.86%	Increased
381	SIM Stelliam Investment Management New York	$43.8M	-$21.3M	1	1.46%	Reduced
382	DekaBank Deutsche Girozentrale Frankfurt, Germany	$43.7M	+$9.05M	13	0.48%	Increased
383	MDSL M.D. Sass LLC New York	$43.7M	+$2.75M	1	2.47%	Increased
384	CIM Calvert Investment Management Bethesda, Maryland	$43.7M	+$24.5M	15	1.61%	Increased
385	MCM McKinley Capital Management Anchorage, Alaska	$43.1M	+$8.59M	9	1.55%	Increased
386	Saturna Capital Bellingham, Washington	$42.4M	$0	1	1.38%	Maintained
387	JIR James Investment Research Alpha, Ohio	$42.2M	+$11.3M	7	1.12%	Increased
388	Jane Street New York	$42M	+$18.2M	23	0.2%	Increased
389	Sentry Investments Toronto, Ontario, Canada	$41.3M	+$661K	2	0.35%	Increased
390	Parallax Volatility Advisers San Francisco, California	$41.2M	-$3.16M	16	0.08%	Reduced
391	QI QV Investors Calgary, Alberta, Canada	$40.9M	+$9.89M	2	4.92%	Increased
392	D.A. Davidson & Co Great Falls, Montana	$40.7M	+$8.17M	30	1.01%	Increased
393	Westwood Holdings Group Dallas, Texas	$40.5M	+$4.48M	8	0.34%	Increased
394	Calamos Advisors Naperville, Illinois	$40.4M	-$10.9M	5	0.29%	Reduced
395	MHAM Monroe Hall Asset Management New York	$40M	+$28.3M	3	11.6%	Increased
396	Zacks Investment Management Chicago, Illinois	$39.8M	-$349K	13	1.13%	Reduced
397	KMC Kirr Marbach & Co Columbus, Indiana	$39.6M	-$361K	3	7.88%	Reduced
398	VHMC Value Holdings Management Company Hampton Bays, New York	$39.6M	+$377K	6	23.26%	Increased
399	CAM Cacti Asset Management Atlanta, Georgia	$39.6M	+$420K	1	4.04%	Increased
400	Gulf International Bank (UK) London, United Kingdom	$39.5M	+$243K	8	0.64%	Increased