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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	HHC Hutchin Hill Capital New York	$47.2M	+$1.73M	10	3.23%	Increased
402	Hancock Whitney Gulfport, Mississippi	$46.9M	+$11.3M	7	1.93%	Increased
403	CGM Capital Growth Management Boston, Massachusetts	$46.8M	$0	1	1.21%	Maintained
404	AG Ashmore Group London, United Kingdom	$45.9M	-$32.7M	1	9.17%	Reduced
405	Foresters Investment Management New York	$45.5M	+$3.88M	3	0.99%	Increased
406	TSU TD Securities (USA) New York	$45.4M	+$1.3M	6	0.76%	Increased
407	Aperio Group Sausalito, California	$45.2M	-$37.4M	0	–	Closed
408	LPL Financial San Diego, California	$45.1M	+$310K	22	0.28%	Increased
409	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$45.1M	+$203K	1	0.25%	Increased
410	PGGM Investments Zeist, Netherlands	$45M	$0	1	0.25%	Maintained
411	AP Alydar Partners Boston, Massachusetts	$44.8M	+$14.4M	3	4.55%	Increased
412	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$44.7M	-$2.11M	24	0.71%	Reduced
413	Hermes Investment Management London Uk, United Kingdom	$44.6M	-$810K	2	1.36%	Reduced
414	CII CR Intrinsic Investors Stamford, Connecticut	$44M	-$2.17M	5	1.91%	Reduced
415	JP Morgan Private Wealth Advisors San Francisco, California	$43.9M	+$925K	9	0.88%	Increased
416	ACG Anchorage Capital Group New York	$43.8M	$0	1	1.69%	Maintained
417	CPIM Columbia Partners Investment Management Alexandria, Virginia	$43.6M	-$2.03M	4	1.87%	Reduced
418	Mutual of America Capital Management New York	$43.4M	-$1.93M	18	1.06%	Reduced
419	Commerce Bank Kansas City, Missouri	$42.7M	+$5.11M	6	0.74%	Increased
420	CCM Cadian Capital Management New York	$42.6M	-$2.94M	1	1.1%	Reduced
421	Segall Bryant & Hamill Chicago, Illinois	$42.1M	+$2.16M	9	0.98%	Increased
422	RA Rational Advisors Huntington, New York	$42M	-$1.46M	22	3.61%	Reduced
423	CAM Cortina Asset Management Milwaukee, Wisconsin	$41.9M	-$3.88M	8	1.52%	Reduced
424	CIM Corbyn Investment Management Lutherville, Maryland	$41.8M	$0	3	7.45%	Maintained
425	Acadian Asset Management Boston, Massachusetts	$41.7M	+$10.8M	14	0.23%	Increased