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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	Saturna Capital Bellingham, Washington	$43.4M	-$318K	1	1.47%	Reduced
402	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$43.1M	+$4.06M	2	7.05%	Increased
403	QS Investors New York	$43.1M	+$2.01M	32	0.37%	Increased
404	CAM Cacti Asset Management Atlanta, Georgia	$42.9M	$0	1	3.78%	Maintained
405	O'Shaughnessy Asset Management Stamford, Connecticut	$42.8M	-$28.7M	22	1.01%	Reduced
406	HBK Investments Dallas, Texas	$42.8M	+$8.32M	14	0.34%	Increased
407	ProShare Advisors Bethesda, Maryland	$42.8M	-$2.92M	26	0.45%	Reduced
408	NCM Narwhal Capital Management Marietta, Georgia	$42.7M	-$26K	2	11.9%	Reduced
409	Sentry Investments Toronto, Ontario, Canada	$42.3M	$0	1	0.29%	Maintained
410	SCM Schneider Capital Management Berwyn, Pennsylvania	$42.2M	+$157K	2	7.04%	Increased
411	SCM SG Capital Management Chicago, Illinois	$42M	+$40.5M	3	10.25%	New
412	Fiduciary Management Inc Milwaukee, Wisconsin	$41.8M	-$24.4M	1	0.24%	Reduced
413	Kornitzer Capital Management Shawnee Mission, Kansas	$41.7M	+$8.73M	6	0.74%	Increased
414	AHL Partners London, United Kingdom	$41.7M	-$39.2M	27	0.92%	Reduced
415	MSA Mason Street Advisors Milwaukee, Wisconsin	$41.7M	+$581K	29	1.07%	Increased
416	HA Heartland Advisors Milwaukee, Wisconsin	$41.5M	-$2.3M	5	2.53%	Reduced
417	TCM Tygh Capital Management Portland, Oregon	$41.3M	+$7.66M	6	9.66%	Increased
418	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$41.3M	+$151K	5	2.35%	Increased
419	Jupiter Asset Management London, United Kingdom	$41.3M	-$237K	5	1.51%	Reduced
420	Cookson Peirce & Co Pittsburgh, Pennsylvania	$41.2M	+$6.61M	4	5%	Increased
421	KTA Keeley-Teton Advisors Chicago, Illinois	$41.2M	+$43.6M	5	1.87%	New
422	SCM Steadfast Capital Management New York	$40.9M	+$1.66M	1	0.79%	Increased
423	CDH Charles D. Hyman	$40.5M	+$202K	3	5.37%	Increased
424	KMC Kirr Marbach & Co Columbus, Indiana	$40.4M	-$2.86M	3	9%	Reduced
425	Country Trust Bank Bloomington, Illinois	$39.8M	+$346K	3	1.98%	Increased