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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	O'Shaughnessy Asset Management Stamford, Connecticut	$47.3M	+$4.88M	21	0.87%	Increased
402	EBIM Eagle Boston Investment Management Boston, Massachusetts	$47M	-$736K	2	2.6%	Reduced
403	SCM Sandler Capital Management New York	$46.9M	+$17.4M	3	2.22%	Increased
404	Los Angeles Capital Management Los Angeles, California	$46.8M	-$53.9M	11	0.57%	Reduced
405	DnB Asset Management Oslo, Norway	$46.8M	-$11.1M	5	1.03%	Reduced
406	FIM FourPoints Investment Managers Paris, France	$45.8M	-$2.02M	2	5.34%	Reduced
407	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$45.8M	+$18.9M	2	0.92%	Increased
408	WC Weatherbie Capital Boston, Massachusetts	$45.2M	+$7.29M	3	4.23%	Increased
409	GC GMT Capital Atlanta, Georgia	$45.2M	-$16.5M	1	0.97%	Reduced
410	Ferguson Wellman Capital Management Portland, Oregon	$44.9M	+$9.1M	3	1.91%	Increased
411	RCM Riverhead Capital Management Wilmington, Delaware	$44.9M	+$29.2M	9	0.77%	Increased
412	BCM Brown Capital Management Baltimore, Maryland	$44.5M	+$1.21M	3	0.79%	Increased
413	FWSM First Wilshire Securities Management Pasadena, California	$44.2M	+$366K	5	7.98%	Increased
414	AA Ancient Art Austin, Texas	$44.1M	+$450K	1	11.25%	Increased
415	CCM Cornerstone Capital Management Edina, Minnesota	$43.9M	-$71.3M	1	1.44%	Reduced
416	IRF IBM Retirement Fund Armonk, New York	$43.6M	-$3.05M	16	0.87%	Reduced
417	Cambiar Investors Denver, Colorado	$43.6M	+$2.95M	1	0.62%	Increased
418	BCMNY Buckingham Capital Management (New York) New York	$43.6M	-$2.84M	4	3.85%	Reduced
419	Lazard Asset Management New York	$43.4M	-$70M	7	0.09%	Reduced
420	Acadian Asset Management Boston, Massachusetts	$43.2M	-$28.5M	13	0.21%	Reduced
421	SAM Shell Asset Management The Hague, Netherlands	$43.1M	+$592K	15	0.67%	Increased
422	WBC Westpac Banking Corp Sydney, Australia	$42.9M	-$1.97M	13	0.42%	Reduced
423	Numeric Investors Boston, Massachusetts	$42.7M	-$47.2M	5	0.63%	Reduced
424	Oppenheimer & Co New York	$42.6M	+$11M	14	1.27%	Increased
425	AAM ACK Asset Management Greenwich, Connecticut	$42.5M	-$1.06M	3	15.26%	Reduced