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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	Bartlett & Co Cincinnati, Ohio	$61.4M	+$1.95M	15	1.24%	Increased
402	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$61.4M	+$20.6M	2	2.38%	Increased
403	Natixis Paris, France	$61.1M	-$66.2M	20	0.22%	Reduced
404	Nikko Asset Management Americas New York	$60.9M	-$6.98M	2	0.75%	Reduced
405	Nissay Asset Management Tokyo, Japan	$60.5M	+$7.54M	8	0.6%	Increased
406	Waratah Capital Advisors Toronto, Ontario, Canada	$60.4M	+$44.1M	6	1.33%	Increased
407	SAM Scopus Asset Management New York	$60.3M	-$35.1M	5	3.32%	Reduced
408	Wedge Capital Management Charlotte, North Carolina	$60.2M	+$3.3M	6	0.96%	Increased
409	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$60.1M	+$17.9M	3	8.66%	Increased
410	SG Americas Securities New York	$60.1M	+$13.9M	47	0.64%	Increased
411	BRF B. Riley Financial Los Angeles, California	$60.1M	+$5.07M	2	13.42%	Increased
412	Factory Mutual Insurance Waltham, Massachusetts	$60.1M	-$6.17M	2	0.98%	Reduced
413	SAM Southernsun Asset Management Memphis, Tennessee	$59.3M	+$6.45M	1	7.35%	Increased
414	HRT Financial New York	$59.2M	+$18.2M	26	0.65%	Increased
415	New York Life Investment Management New York	$59M	+$67.8M	25	0.68%	New
416	ACM Argent Capital Management St Louis, Missouri	$58.7M	-$1.16M	3	2.23%	Reduced
417	YCM Yiheng Capital Management San Francisco, California	$58.7M	$0	1	3.35%	Maintained
418	Capital International Inc Los Angeles, California	$58.6M	-$30.9M	3	0.81%	Reduced
419	AAM AMI Asset Management Los Angeles, California	$57.7M	+$14.8M	1	3.66%	Increased
420	HCM Hodges Capital Management Dallas, Texas	$57.2M	-$9.49M	6	5.78%	Reduced
421	1832 Asset Management Toronto, Ontario, Canada	$57.1M	-$224M	12	0.1%	Reduced
422	JVBC J.V. Bruni & Co Colorado Springs, Colorado	$57M	-$22.5K	3	8.56%	Reduced
423	VI Versor Investments New York	$56.9M	+$3.31M	19	2.18%	Increased
424	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$56.9M	+$2.2M	10	1.37%	Increased
425	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$56.7M	+$1.73M	30	0.63%	Increased