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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	L1 Capital Melbourne VIC 3000, Australia	$132M	+$27.2M	1	12.1%	Increased
377	1832 Asset Management Toronto, Ontario, Canada	$132M	-$28.7M	11	0.11%	Reduced
378	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$131M	-$10.3M	29	0.87%	Reduced
379	Gotham Asset Management New York	$131M	+$14.3M	29	1.7%	Increased
380	Erste Asset Management Vienna, Austria	$131M	-$14.4M	8	1.73%	Reduced
381	Carson Wealth (CWM LLC) Omaha, Nebraska	$130M	+$3.04M	64	0.61%	Increased
382	Yousif Capital Management Bloomfield Hills, Michigan	$128M	-$8.46M	35	1.45%	Reduced
383	Calamos Advisors Naperville, Illinois	$128M	-$6.14M	16	0.57%	Reduced
384	Empyrean Capital Partners Los Angeles, California	$127M	-$1.39M	2	7.44%	Reduced
385	Sanctuary Advisors Indianapolis, Indiana	$126M	+$126M	28	0.91%	New
386	Samlyn Capital New York	$124M	-$35.3M	3	2.06%	Reduced
387	TD Waterhouse Canada Toronto, Ontario, Canada	$123M	-$9.78M	32	1.11%	Reduced
388	DF DNCA Finance Paris, France	$123M	+$128M	4	10.59%	New
389	MG Meritage Group San Francisco, California	$122M	+$1.39M	2	3.11%	Increased
390	Wealth Enhancement Advisory Services Plymouth, Minnesota	$121M	+$4.44M	34	0.29%	Increased
391	Guggenheim Capital Chicago, Illinois	$121M	-$11.4M	25	0.86%	Reduced
392	B BloombergSen Toronto, Ontario, Canada	$121M	-$25.2M	1	7.61%	Reduced
393	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$120M	+$58.8M	13	1.97%	Increased
394	D.A. Davidson & Co Great Falls, Montana	$119M	+$1.75M	25	1.05%	Increased
395	TCCM Two Creeks Capital Management New York	$119M	+$48.8M	1	7.38%	Increased
396	Bradley Foster & Sargent Hartford, Connecticut	$117M	+$51.3K	8	2.1%	Increased
397	O'Shaughnessy Asset Management Stamford, Connecticut	$116M	+$18.3M	38	1.2%	Increased
398	Cannell & Spears New York	$116M	+$1.5M	6	2.4%	Increased
399	Nicholas Company Milwaukee, Wisconsin	$114M	-$11M	5	1.9%	Reduced
400	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$114M	+$32.7M	5	5.26%	Increased