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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	PM Pembroke Management Montreal, Quebec, Canada	$41.4M	+$3.71M	1	3.63%	Increased
427	Cambiar Investors Denver, Colorado	$41.4M	-$6.47M	1	0.61%	Reduced
428	AAP Ardsley Advisory Partners Stamford, Connecticut	$41.4M	-$12.6M	3	5.5%	Reduced
429	PHAM Pacific Heights Asset Management San Francisco, California	$41.3M	-$7.64M	1	1.23%	Reduced
430	Sit Investment Associates Minneapolis, Minnesota	$41.2M	-$3.81M	6	0.73%	Reduced
431	KG Killen Group Berwyn, Pennsylvania	$41.2M	+$933K	3	2.36%	Increased
432	HH Harbinger Holdings New York	$40.9M	$0	1	1.31%	Maintained
433	DCM Dupont Capital Management Wilmington, Delaware	$40.8M	-$7.53M	12	0.71%	Reduced
434	Fjarde Ap-fonden Stockholm, Sweden	$40.8M	-$2.75M	8	0.85%	Reduced
435	BCMNY Buckingham Capital Management (New York) New York	$40.6M	-$4.62M	3	4.1%	Reduced
436	RCM Rutabaga Capital Management Boston, Massachusetts	$40.6M	+$4.82M	4	3.92%	Increased
437	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$40.5M	+$29.4M	4	2.58%	Increased
438	HighTower Advisors Chicago, Illinois	$40.3M	+$14.4M	16	0.83%	Increased
439	TAM THB Asset Management Norwalk, Connecticut	$40.2M	-$4.15M	5	2.22%	Reduced
440	Alyeska Investment Group Chicago, Illinois	$40.1M	+$30.3M	3	1.58%	Increased
441	LCM Logan Capital Management Newtown Square, Pennsylvania	$40M	-$3.23M	4	2.84%	Reduced
442	Gulf International Bank (UK) London, United Kingdom	$39.9M	+$37.1M	8	0.79%	New
443	Heritage Investors Management Corp Bethesda, Maryland	$39.8M	+$107K	3	3.42%	Increased
444	BLM Bennett Lawrence Management New York	$39.6M	+$10.6M	4	6.09%	Increased
445	RS Investment Management San Francisco, California	$39.1M	-$130M	2	0.24%	Reduced
446	TCM Tygh Capital Management Portland, Oregon	$38.8M	+$5.15M	8	8.12%	Increased
447	Tocqueville Asset Management New York	$38.8M	-$17.3M	20	0.52%	Reduced
448	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$38.5M	-$1.43M	10	0.8%	Reduced
449	Huntington National Bank Columbus, Ohio	$38.2M	+$524K	25	1.01%	Increased
450	HA Halsey Associates New Haven, Connecticut	$38.2M	+$670K	4	8.7%	Increased