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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
401	MDSL M.D. Sass LLC New York	$42.6M	+$8.34M	1	3.36%	Increased
402	AAP Ardsley Advisory Partners Stamford, Connecticut	$42.5M	+$8.99M	6	8.69%	Increased
403	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$42.5M	+$8.49M	7	6.15%	Increased
404	PHS PFM Health Sciences San Francisco, California	$42.5M	+$38.3M	1	1.02%	New
405	SGAM Smith Group Asset Management Dallas, Texas	$42.5M	+$150K	9	1.76%	Increased
406	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$42.4M	-$4.15M	23	0.7%	Reduced
407	CII CR Intrinsic Investors Stamford, Connecticut	$42M	+$28.5M	2	1.3%	Increased
408	Arrowstreet Capital Boston, Massachusetts	$41.7M	+$35.2M	12	0.27%	Increased
409	RHBC R.H. Bluestein & Co Birmingham, Michigan	$41.5M	+$5.34M	8	2.95%	Increased
410	BII Baring International Investment London, United Kingdom	$41.3M	-$2.92M	4	1.84%	Reduced
411	Sit Investment Associates Minneapolis, Minnesota	$41.3M	-$21M	5	0.79%	Reduced
412	LPL Financial San Diego, California	$41.1M	-$3.04M	18	0.27%	Reduced
413	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$40.7M	-$7.49M	2	2.2%	Reduced
414	Mutual of America Capital Management New York	$40.3M	+$131K	17	1.1%	Increased
415	LCS Levin Capital Strategies New York	$40.1M	-$1.38M	5	0.68%	Reduced
416	PGGM Investments Zeist, Netherlands	$40.1M	+$3.09M	1	0.23%	Increased
417	RA Rational Advisors Huntington, New York	$40M	+$2.97M	22	3.06%	Increased
418	WC Weatherbie Capital Boston, Massachusetts	$40M	-$1.07M	3	3.72%	Reduced
419	CCM Cadian Capital Management New York	$39.9M	+$5.41M	1	1.17%	Increased
420	TSU TD Securities (USA) New York	$39.7M	-$572K	6	0.76%	Reduced
421	CAM Cortina Asset Management Milwaukee, Wisconsin	$39.4M	-$8.68M	7	1.53%	Reduced
422	LCM Logan Capital Management Newtown Square, Pennsylvania	$39.3M	-$5.42M	4	2.94%	Reduced
423	Stephens Investment Management Group Houston, Texas	$39.2M	+$4.05M	4	1.36%	Increased
424	Fjarde Ap-fonden Stockholm, Sweden	$39.1M	-$2.67M	8	0.84%	Reduced
425	CIM Corbyn Investment Management Lutherville, Maryland	$38.8M	-$48.8K	3	6.97%	Reduced