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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	Disciplined Growth Investors Minneapolis, Minnesota	$58.8M	-$761K	1	0.97%	Reduced
377	Assenagon Asset Management Senningerberg, Luxembourg	$58.8M	+$28.1M	9	0.37%	Increased
378	Heritage Investors Management Corp Bethesda, Maryland	$58.6M	-$1.34M	4	3.11%	Reduced
379	Ancora Advisors Cleveland, Ohio	$57.9M	+$2.01M	22	2.15%	Increased
380	ACM Ashford Capital Management Wilmington, Delaware	$57.8M	+$2.65M	3	7.72%	Increased
381	Zurich Insurance Group Zurich, Switzerland	$57.8M	-$2.75M	5	1.04%	Reduced
382	Boston Trust Walden Boston, Massachusetts	$57.4M	-$836K	3	0.67%	Reduced
383	Mawer Investment Management Calgary, Alberta, Canada	$57.4M	-$3.98M	2	0.47%	Reduced
384	ArrowMark Colorado Holdings Denver, Colorado	$57.3M	-$16.7M	2	0.51%	Reduced
385	Winton Group London, United Kingdom	$56.8M	-$3.24M	22	0.8%	Reduced
386	Fjarde Ap-fonden Stockholm, Sweden	$56.4M	-$17.4M	6	0.69%	Reduced
387	Hillsdale Investment Management Toronto, Ontario, Canada	$56.4M	+$27.6M	14	4.9%	Increased
388	GTP Global Thematic Partners New York	$55.9M	+$10.3M	1	3.43%	Increased
389	Driehaus Capital Management Chicago, Illinois	$55.5M	+$3.32M	13	1.48%	Increased
390	Fenimore Asset Management Cobleskill, New York	$55.4M	+$41.1M	2	1.69%	Increased
391	PineBridge Investments New York	$55.3M	-$3.02M	16	0.85%	Reduced
392	OAM Oxford Asset Management Oxford, United Kingdom	$55.2M	-$42.1M	27	1.53%	Reduced
393	O'Shaughnessy Asset Management Stamford, Connecticut	$54.7M	+$16.6M	34	1.21%	Increased
394	TCM Tributary Capital Management Omaha, Nebraska	$54.3M	-$3.32M	6	3.79%	Reduced
395	Xact Kapitalforvaltning Stockholm, Sweden	$54M	+$1.4M	24	0.92%	Increased
396	WM Wishbone Management Chicago, Illinois	$53.9M	+$54.9M	1	12.4%	New
397	HSC Harbor Spring Capital New York	$53.9M	$0	1	5.85%	Maintained
398	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$53.5M	-$697K	2	6.17%	Reduced
399	CIBC World Market Toronto, Ontario, Canada	$53.2M	-$14.4M	14	0.22%	Reduced
400	QS Investors New York	$53M	-$8.62M	30	0.53%	Reduced