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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	SAM Shell Asset Management The Hague, Netherlands	$51.6M	-$1.62M	23	1.02%	Reduced
402	NONA Ninety One North America New York	$51.5M	+$119K	3	4.41%	Increased
403	Saturna Capital Bellingham, Washington	$51.3M	$0	1	1.49%	Maintained
404	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$51.1M	+$3.83M	20	0.49%	Increased
405	Mirae Asset Global Investments Seoul, South Korea	$51M	+$33.5M	35	0.38%	Increased
406	Polar Asset Management Partners Toronto, Ontario, Canada	$50.7M	-$10.2M	4	0.98%	Reduced
407	M&T Bank Buffalo, New York	$50.4M	-$964K	18	0.25%	Reduced
408	Peregrine Capital Management Minneapolis, Minnesota	$50.3M	+$9.82M	5	1.19%	Increased
409	JP Morgan Private Wealth Advisors San Francisco, California	$50.2M	-$3.92M	15	0.25%	Reduced
410	RHBC R.H. Bluestein & Co Birmingham, Michigan	$49.9M	-$1.32M	12	2.41%	Reduced
411	Candriam SCA Strassen, Luxembourg, Luxembourg	$49.6M	+$9.07M	8	0.66%	Increased
412	Provida Pension Fund Administrator Las Condes, Santiago, Chile	$49M	+$3.12M	1	2.37%	Increased
413	SC Selz Capital New York	$48.9M	-$62.8M	4	10.78%	Reduced
414	TCM Tygh Capital Management Portland, Oregon	$48.7M	-$13.5M	6	7.96%	Reduced
415	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$48.5M	+$1.83M	5	2.42%	Increased
416	TCM Tributary Capital Management Omaha, Nebraska	$48.5M	-$725K	6	3.68%	Reduced
417	Letko, Brosseau & Associates Montreal, Quebec, Canada	$48.4M	-$1.16M	1	0.45%	Reduced
418	First Manhattan New York	$48.3M	-$33.2M	14	0.26%	Reduced
419	Edmond de Rothschild Holding Chambesy, Switzerland	$48.2M	+$550K	13	1.37%	Increased
420	OI Oakbrook Investments Lisle, Illinois	$48.2M	+$1.9M	9	2.67%	Increased
421	Squarepoint New York	$48.2M	-$40.3M	33	0.58%	Reduced
422	Hosking Partners London, United Kingdom	$48.2M	-$1.31M	2	1.06%	Reduced
423	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$47.7M	$0	1	6.63%	Maintained
424	KMC Kirr Marbach & Co Columbus, Indiana	$47.4M	-$836K	3	10.5%	Reduced
425	ING Group Amsterdam, Netherlands	$46.8M	+$5.22M	14	0.81%	Increased