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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	IP Interval Partners New York	$89.9M	-$36.5M	6	5.35%	Reduced
377	Bartlett & Co Cincinnati, Ohio	$89.3M	-$526K	10	1.8%	Reduced
378	Bartlett & Co Wealth Management Cincinnati, Ohio	$89.3M	-$526K	10	1.8%	Reduced
379	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$88.4M	-$1.89M	3	8.64%	Reduced
380	Covea Finance Paris, France	$88.2M	-$7.88M	3	4.39%	Reduced
381	Penserra Capital Management Orinda, California	$87.7M	+$31.4M	20	1.93%	Increased
382	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$86.7M	+$42.5M	20	0.42%	Increased
383	Kestra Advisory Services Austin, Texas	$86.3M	+$26.6M	22	0.77%	Increased
384	Nicholas Company Milwaukee, Wisconsin	$86.2M	+$24.9M	5	1.84%	Increased
385	PM Pembroke Management Montreal, Quebec, Canada	$86.1M	+$2.79M	6	9.21%	Increased
386	FP Foundry Partners Minneapolis, Minnesota	$85.9M	+$2.11M	9	4.74%	Increased
387	Xponance Philadelphia, Pennsylvania	$85.8M	+$8.59M	22	1.39%	Increased
388	Natixis Paris, France	$85.6M	+$12.1M	19	0.48%	Increased
389	HP Harvey Partners Tarrytown, New York	$85M	-$37.8M	4	10.8%	Reduced
390	BRF B. Riley Financial Los Angeles, California	$84.5M	-$1.11M	2	18.95%	Reduced
391	Employees Retirement System of Texas Austin, Texas	$84.2M	-$1.37M	3	1.23%	Reduced
392	ARK Investment Management St. Petersburg, Florida	$84.1M	-$13.8M	2	0.73%	Reduced
393	State of Alaska Department of Revenue Juneau, Alaska	$84.1M	-$235K	30	1.05%	Reduced
394	Chartwell Investment Partners Berywn, Pennsylvania	$83.8M	-$972K	12	3.3%	Reduced
395	ORIO Old Republic International (ORI) Chicago, Illinois	$83.6M	-$43.4M	1	2.62%	Reduced
396	ACM Argent Capital Management St Louis, Missouri	$83.4M	-$1.05M	2	3%	Reduced
397	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$83.3M	+$28.1M	8	1.21%	Increased
398	Nissay Asset Management Tokyo, Japan	$82.6M	-$19.7M	8	0.79%	Reduced
399	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$82M	-$2.56M	3	11.67%	Reduced
400	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$81.3M	+$3.57M	10	1.65%	Increased