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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	JP Morgan Private Wealth Advisors San Francisco, California	$56.2M	-$4.58M	12	0.31%	Reduced
377	MUFG Securities EMEA London, United Kingdom	$56M	-$79.8M	5	0.59%	Reduced
378	Nomura Holdings Tokyo, Japan	$55.8M	-$65.3M	10	0.25%	Reduced
379	ACB Aristotle Capital Boston Boston, Massachusetts	$55.6M	+$1.93M	2	1.74%	Increased
380	Ariel Investments Chicago, Illinois	$55.5M	+$9.88M	1	0.7%	Increased
381	Glenview Capital Management New York	$55.4M	+$53M	1	0.5%	New
382	LPC Long Pond Capital New York	$55.1M	+$4.85M	1	1.66%	Increased
383	KMC Kirr Marbach & Co Columbus, Indiana	$54.8M	-$1.41M	4	13.42%	Reduced
384	Virginia Retirement Systems Richmond, Virginia	$54.8M	-$5.62M	13	0.63%	Reduced
385	Williams Jones & Associates New York	$54.7M	-$3.16M	4	1.13%	Reduced
386	EMG ETF Managers Group Summit, New Jersey	$54.4M	+$45.7M	7	1.73%	Increased
387	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$54M	+$5.83M	2	6.4%	Increased
388	RCM Rutabaga Capital Management Boston, Massachusetts	$53.9M	-$3.03M	7	15.38%	Reduced
389	QS Investors New York	$53.6M	-$7.79M	29	0.58%	Reduced
390	CIBC Private Wealth Group Atlanta, Georgia	$53.3M	+$38.8M	5	0.19%	Increased
391	ACM Ashford Capital Management Wilmington, Delaware	$53.2M	-$5.4M	2	7.13%	Reduced
392	AAM ACK Asset Management Greenwich, Connecticut	$51.7M	-$126K	3	15.01%	Reduced
393	Laurion Capital Management New York	$51.4M	-$2.06M	13	0.51%	Reduced
394	FWSM First Wilshire Securities Management Pasadena, California	$51.1M	-$15.5M	10	20.34%	Reduced
395	KeyBank National Association Cleveland, Ohio	$50.7M	-$1.07M	12	0.3%	Reduced
396	JGUA John G. Ullman & Associates Corning, New York	$50.7M	-$1.09M	7	8.92%	Reduced
397	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$50.3M	+$570K	1	3.94%	Increased
398	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$49.5M	-$248K	4	2.49%	Reduced
399	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$49M	$0	3	3.1%	Maintained
400	RCM Redwood Capital Management New York	$48.8M	+$153K	3	3.33%	Increased