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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	Heritage Investors Management Corp Bethesda, Maryland	$45.2M	-$119K	3	3.65%	Reduced
427	Andra AP-fonden Goteborg, Sweden	$45.2M	+$6.11M	9	0.99%	Increased
428	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$45M	-$3.38M	22	0.66%	Reduced
429	GL GLG LLC New York	$44.9M	-$940	10	1.33%	Reduced
430	Cambiar Investors Denver, Colorado	$44.9M	+$5.7M	1	0.63%	Increased
431	AAM ACK Asset Management Greenwich, Connecticut	$44.9M	+$7.13M	3	13.48%	Increased
432	LPL Financial San Diego, California	$44.6M	-$4.87M	24	0.26%	Reduced
433	Hermes Investment Management London Uk, United Kingdom	$44.5M	-$6.25M	4	1.23%	Reduced
434	ALA Atherton Lane Advisers Menlo Park, California	$44.1M	+$1.16M	3	2.45%	Increased
435	PIA Piedmont Investment Advisors Durham, North Carolina	$44M	-$2.85M	6	2.3%	Reduced
436	AC Apex Capital Orinda, California	$44M	+$2.3M	1	2.75%	Increased
437	AG Ashmore Group London, United Kingdom	$43.6M	-$1.07M	1	5.77%	Reduced
438	New Mountain Vantage Advisers New York	$43.3M	+$7.39M	1	1.89%	Increased
439	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$43.2M	+$512K	5	9.56%	Increased
440	Virginia Retirement Systems Richmond, Virginia	$43M	+$12.5M	10	0.75%	Increased
441	CAM ClariVest Asset Management San Diego, California	$42.7M	+$33.2M	11	1.62%	Increased
442	BCM Brown Capital Management Baltimore, Maryland	$42.7M	+$2.52M	3	0.71%	Increased
443	SIC Schwartz Investment Counsel Plymouth, Michigan	$42.6M	+$99.1K	4	3.02%	Increased
444	OAM Oxford Asset Management Oxford, United Kingdom	$41.9M	-$34.4M	12	1.36%	Reduced
445	RHBC R.H. Bluestein & Co Birmingham, Michigan	$41.9M	+$1.66M	8	2.49%	Increased
446	PP PDT Partners New York	$41.7M	-$30.6M	19	1.11%	Reduced
447	PGIM Pacific Global Investment Management Glendale, California	$41.7M	+$1.16M	8	6.14%	Increased
448	AA Ancient Art Austin, Texas	$41.5M	-$1.95M	1	10.59%	Reduced
449	ZCG Zesiger Capital Group New York	$41.3M	-$338K	3	14.92%	Reduced
450	PIMC Praesidium Investment Management Company New York	$41.3M	-$644K	1	3.71%	Reduced