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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	FP Foundry Partners Minneapolis, Minnesota	$54.7M	-$5.14M	11	2.28%	Reduced
402	PIA Piedmont Investment Advisors Durham, North Carolina	$54.2M	+$5.62M	11	1.09%	Increased
403	Fiduciary Management Inc Milwaukee, Wisconsin	$53.9M	-$1.56M	1	0.33%	Reduced
404	GA GFS Advisors Houston, Texas	$53.8M	-$175K	2	11.66%	Reduced
405	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$53.6M	+$455K	18	0.88%	Increased
406	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$53.4M	+$1.61M	2	6.93%	Increased
407	Thompson Siegel & Walmsley Richmond, Virginia	$53.3M	-$22.9M	11	0.63%	Reduced
408	CIBC World Market Toronto, Ontario, Canada	$53.2M	-$2.96M	9	0.24%	Reduced
409	PFC Poplar Forest Capital Pasadena, California	$53.1M	+$2.14M	1	4.23%	Increased
410	OI Oakbrook Investments Lisle, Illinois	$53M	+$4.27M	8	3.37%	Increased
411	NM Nokota Management New York	$52.7M	+$12.6M	1	1.01%	Increased
412	MP Makaira Partners La Jolla, California	$52.3M	+$2.93M	1	6.31%	Increased
413	Columbia Wanger Asset Management Chicago, Illinois	$52M	-$73.2M	2	0.78%	Reduced
414	Congress Asset Management Boston, Massachusetts	$52M	+$25.3M	6	0.76%	Increased
415	Williams Jones & Associates New York	$52M	-$2.89M	4	1.18%	Reduced
416	M&T Bank Buffalo, New York	$51.7M	+$697K	19	0.27%	Increased
417	Peregrine Capital Management Minneapolis, Minnesota	$51.6M	+$12.2M	2	1.21%	Increased
418	SIM Stelliam Investment Management New York	$51.5M	-$8.69M	1	2.13%	Reduced
419	RCM Rutabaga Capital Management Boston, Massachusetts	$51.3M	-$20.7M	5	11.79%	Reduced
420	TA Teton Advisors Rye, New York	$51.1M	-$1.13M	9	4.7%	Reduced
421	DZ Bank Frankfurt Am Main, Germany	$51M	+$2.85M	8	0.2%	Increased
422	IAM Impax Asset Management Portsmouth, New Hampshire	$50.9M	+$8.85M	4	2.92%	Increased
423	Country Trust Bank Bloomington, Illinois	$50.9M	-$464K	3	2.19%	Reduced
424	ING Group Amsterdam, Netherlands	$50.8M	+$5.33M	11	0.85%	Increased
425	Winton Group London, United Kingdom	$50.6M	+$32.7M	10	1.47%	Increased