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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	Parallax Volatility Advisers San Francisco, California	$48.6M	+$32.9M	17	0.05%	Increased
402	IECM Intrinsic Edge Capital Management Chicago, Illinois	$47.8M	-$13.9M	3	5.69%	Reduced
403	Disciplined Growth Investors Minneapolis, Minnesota	$47.7M	+$62.4K	1	0.89%	Increased
404	SC Skylands Capital Milwaukee, Wisconsin	$47.5M	-$4.13M	7	6.53%	Reduced
405	Vaughan David Investments Peoria, Illinois	$47.1M	+$1.83M	2	1.87%	Increased
406	Maverick Capital Dallas, Texas	$46.8M	-$119M	3	0.68%	Reduced
407	Gulf International Bank (UK) London, United Kingdom	$46.6M	-$753K	8	0.78%	Reduced
408	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$46.2M	-$843K	20	0.45%	Reduced
409	M&T Bank Buffalo, New York	$46.1M	+$699K	19	0.24%	Increased
410	SM Sunriver Management Greenwich, Connecticut	$45.7M	+$14.5M	2	9.32%	Increased
411	Bradley Foster & Sargent Hartford, Connecticut	$45.5M	-$385K	4	1.51%	Reduced
412	WBC Westpac Banking Corp Sydney, Australia	$45.5M	+$13M	9	0.69%	Increased
413	CIBC World Market Toronto, Ontario, Canada	$44.9M	-$21.1M	12	0.2%	Reduced
414	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$44.7M	-$1.84M	5	4.82%	Reduced
415	PineBridge Investments New York	$44.7M	+$25.2M	16	0.73%	Increased
416	Xact Kapitalforvaltning Stockholm, Sweden	$44.3M	+$9.06M	23	0.91%	Increased
417	HA Heartland Advisors Milwaukee, Wisconsin	$44.2M	+$8.72M	5	3.25%	Increased
418	RAM RWC Asset Management London, United Kingdom	$43.9M	+$91.4K	1	1.92%	Increased
419	TA Teton Advisors Rye, New York	$43.7M	-$1.03M	10	4.24%	Reduced
420	Brown Brothers Harriman & Co New York	$43.3M	-$558K	16	0.29%	Reduced
421	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$43.3M	+$709K	1	31.59%	Increased
422	Bridgeway Capital Management Houston, Texas	$43.3M	+$828K	18	0.55%	Increased
423	SAM Shell Asset Management The Hague, Netherlands	$43.2M	-$3.9M	26	0.96%	Reduced
424	DCM Dupont Capital Management Wilmington, Delaware	$43M	-$3.29M	20	0.98%	Reduced
425	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$43M	+$4.98M	5	3.57%	Increased