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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	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$41M	+$7.66M	2	1.5%	Increased
377	RCM Redwood Capital Management New York	$40.9M	+$24.2M	3	7.48%	Increased
378	Glenview Capital Management New York	$40.7M	+$36.8M	1	1.11%	Increased
379	Daiwa Securities Group Tokyo, Japan	$40.7M	-$2.75M	14	0.42%	Reduced
380	Martingale Asset Management Boston, Massachusetts	$40.3M	+$7.76M	14	0.54%	Increased
381	AAM Ardevora Asset Management London, United Kingdom	$40.1M	+$9.29M	1	1.06%	Increased
382	HCM Hodges Capital Management Dallas, Texas	$40M	-$18.8M	7	10.24%	Reduced
383	BG Bollard Group Boston, Massachusetts	$39.7M	+$1.56M	4	1.76%	Increased
384	Ancora Advisors Cleveland, Ohio	$39.6M	+$454K	24	1.83%	Increased
385	South Dakota Investment Council Sioux Falls, South Dakota	$39.2M	-$2.72M	15	1.06%	Reduced
386	Xact Kapitalforvaltning Stockholm, Sweden	$38.8M	-$1.85M	21	0.83%	Reduced
387	Jupiter Asset Management London, United Kingdom	$38.7M	-$535K	6	1.67%	Reduced
388	Vaughan David Investments Peoria, Illinois	$38.3M	-$88.9K	2	1.78%	Reduced
389	Gulf International Bank (UK) London, United Kingdom	$38.3M	-$21.4K	7	0.72%	Reduced
390	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$37.9M	-$1.92M	3	2.21%	Reduced
391	CAM ClariVest Asset Management San Diego, California	$37.9M	-$5.51M	22	1.13%	Reduced
392	Two Sigma Investments New York	$37.5M	-$107M	20	0.31%	Reduced
393	Kayne Anderson Rudnick Investment Management Los Angeles, California	$37.3M	+$46.3M	5	0.21%	Increased
394	WC Walthausen & Co Malta, New York	$36.8M	+$3.63M	8	7.89%	Increased
395	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$36.8M	+$9.81M	6	3.85%	Increased
396	Nomura Asset Management Tokyo, Japan	$36.8M	-$12.5M	7	0.38%	Reduced
397	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$36.8M	+$6.78M	8	0.37%	Increased
398	SG Americas Securities New York	$36.2M	-$16.5M	44	0.34%	Reduced
399	Vident Investment Advisory Alpharetta, Georgia	$36.2M	+$3.11M	12	2.37%	Increased
400	Braun Stacey Associates New York	$36.2M	-$1.51M	3	2.76%	Reduced