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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	PCM Perritt Capital Management Chicago, Illinois	$48.8M	-$3.18M	12	8.24%	Reduced
402	EBIM Eagle Boston Investment Management Boston, Massachusetts	$48.7M	-$1.62M	2	2.43%	Reduced
403	RCM Rutabaga Capital Management Boston, Massachusetts	$48.6M	-$1.05M	5	4.61%	Reduced
404	LM Luminus Management Houston, Texas	$48.5M	+$30.7M	6	1.86%	Increased
405	DCM Dupont Capital Management Wilmington, Delaware	$48.3M	-$15.5M	12	0.79%	Reduced
406	Discovery Capital Management South Norwalk, Connecticut	$47.8M	-$65.6M	2	0.46%	Reduced
407	VFM Viking Fund Management Minot, North Dakota	$47.7M	+$2.75M	2	5.4%	Increased
408	TSU TD Securities (USA) New York	$47.5M	+$2.22M	6	0.76%	Increased
409	WBC Westpac Banking Corp Sydney, Australia	$47.5M	+$14.8M	15	0.46%	Increased
410	Mutual of America Capital Management New York	$47.5M	+$1.19M	19	1.11%	Increased
411	CIBC World Market Toronto, Ontario, Canada	$47.2M	+$18.1K	12	0.16%	Increased
412	FMA Fiduciary Management Associates Chicago, Illinois	$47.2M	+$5.58M	5	3.13%	Increased
413	GA GRS Advisors Chicago, Illinois	$47.2M	-$4.7M	1	2.99%	Reduced
414	LCM LionEye Capital Management New York	$47M	+$23.9M	1	3.18%	Increased
415	KCM Kingdon Capital Management New York	$46.9M	+$16.1M	4	1.8%	Increased
416	Oregon Public Employees Retirement Fund Tigard, Oregon	$46.9M	+$4.37M	18	1.17%	Increased
417	Fuller & Thaler Asset Management San Mateo, California	$46.8M	+$10.2M	6	1.98%	Increased
418	SAM Shell Asset Management The Hague, Netherlands	$46.7M	+$10.4M	15	0.72%	Increased
419	O'Shaughnessy Asset Management Stamford, Connecticut	$46.5M	+$13.2M	21	0.87%	Increased
420	Fjarde Ap-fonden Stockholm, Sweden	$46.5M	+$494K	9	0.92%	Increased
421	Gulf International Bank (UK) London, United Kingdom	$46.3M	+$2.51M	9	0.85%	Increased
422	Alyeska Investment Group Chicago, Illinois	$46.3M	-$73.5M	3	1.03%	Reduced
423	ZDA Zweig-DiMenna Associates New York	$46M	-$7.13M	5	2.1%	Reduced
424	HHC Hutchin Hill Capital New York	$45.9M	-$15M	14	2.09%	Reduced
425	MDSL M.D. Sass LLC New York	$45.4M	+$7.57M	1	2.69%	Increased