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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
426	CAM Capstone Asset Management Houston, Texas	$38.5M	+$918K	32	0.93%	Increased
427	HH Harbinger Holdings New York	$38.3M	$0	1	1.34%	Maintained
428	PEAK6 Group Chicago, Illinois	$38.2M	+$5.22M	16	0.26%	Increased
429	KG Killen Group Berwyn, Pennsylvania	$38.1M	+$1.35M	3	2.27%	Increased
430	JP Morgan Private Wealth Advisors San Francisco, California	$38M	-$4.66M	7	0.86%	Reduced
431	LCM Lonestar Capital Management San Francisco, California	$37.7M	-$3.83M	1	3.55%	Reduced
432	CPIM Columbia Partners Investment Management Alexandria, Virginia	$37.5M	+$18.6M	4	1.67%	Increased
433	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$37M	+$613K	1	0.22%	Increased
434	HHC Hutchin Hill Capital New York	$36.9M	+$10M	12	3.34%	Increased
435	Heritage Investors Management Corp Bethesda, Maryland	$36.5M	+$942K	3	3.45%	Increased
436	ACG Anchorage Capital Group New York	$36.5M	$0	1	2.21%	Maintained
437	RCM Redwood Capital Management New York	$36.5M	+$6.39M	2	4.79%	Increased
438	HCM Huber Capital Management El Segundo, California	$36.3M	+$4.12M	3	1.26%	Increased
439	BCMNY Buckingham Capital Management (New York) New York	$36.3M	-$4.34M	3	3.52%	Reduced
440	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$36M	-$1.39M	10	0.78%	Reduced
441	Aperio Group Sausalito, California	$35.7M	+$6.94M	23	0.69%	Increased
442	BCM Brown Capital Management Baltimore, Maryland	$35.4M	+$8.77M	3	0.62%	Increased
443	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$35.2M	-$1.35M	5	1.07%	Reduced
444	CGM Capital Growth Management Boston, Massachusetts	$35M	-$106M	1	0.94%	Reduced
445	Sentry Investments Toronto, Ontario, Canada	$34.9M	$0	1	0.68%	Maintained
446	TAM THB Asset Management Norwalk, Connecticut	$34.8M	+$2.12M	7	2.18%	Increased
447	PM Pembroke Management Montreal, Quebec, Canada	$34.8M	+$7.98M	1	3.75%	Increased
448	Seizert Capital Partners Birmingham, Michigan	$34.8M	+$499K	2	0.95%	Increased
449	State of New Jersey Common Pension Fund D Trenton, New Jersey	$34.8M	-$1.23M	1	1.07%	Reduced
450	TC TFS Capital West Chester, Pennsylvania	$34.7M	+$2.56M	18	1.58%	Increased