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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	ELC Edgar Lomax Company Kingstowne, Virginia	$37.6M	+$13.5M	1	2.45%	Increased
427	ARTA A.R.T. Advisors New York	$37.5M	-$12.7M	22	1.29%	Reduced
428	Oppenheimer & Co New York	$37.4M	+$1.73M	16	1.02%	Increased
429	Oregon Public Employees Retirement Fund Tigard, Oregon	$37.1M	+$877K	18	0.86%	Increased
430	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$36.9M	-$3.35M	3	3.03%	Reduced
431	JIR James Investment Research Alpha, Ohio	$36.7M	-$9.92M	4	0.86%	Reduced
432	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$36.6M	-$359K	5	1.04%	Reduced
433	Altimeter Capital Management Boston, Massachusetts	$35.7M	+$629K	2	2.6%	Increased
434	AH Achievement Holdings Chicago, Illinois	$35.5M	-$1.5M	3	1.23%	Reduced
435	Asset Management One Tokyo, Japan	$35.4M	+$9.83M	17	0.44%	Increased
436	PCM Proxima Capital Management New York	$35.4M	-$5.65M	1	4.78%	Reduced
437	Hancock Whitney Gulfport, Mississippi	$35.3M	-$13.3M	5	1.35%	Reduced
438	CAM Capstone Asset Management Houston, Texas	$35.1M	+$1.07M	28	0.99%	Increased
439	Tocqueville Asset Management New York	$35M	+$1.32M	12	0.41%	Increased
440	D.A. Davidson & Co Great Falls, Montana	$34.8M	+$2.91M	26	1.14%	Increased
441	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$34.8M	-$1.81M	5	9.14%	Reduced
442	SIC Schwartz Investment Counsel Plymouth, Michigan	$34.5M	+$2.72M	3	2.29%	Increased
443	WI WBI Investments Red Bank, New Jersey	$34.4M	+$27.1M	4	0.81%	Increased
444	EBIM Eagle Boston Investment Management Boston, Massachusetts	$34.3M	-$10.7M	3	2.88%	Reduced
445	DCM Dupont Capital Management Wilmington, Delaware	$34.2M	-$7.7M	10	0.67%	Reduced
446	Zurich Cantonal Bank Zurich, Switzerland	$33.9M	+$10.9M	35	0.47%	Increased
447	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$33.9M	-$3.41M	4	1.9%	Reduced
448	BCM Basswood Capital Management New York	$33.8M	+$5.74M	6	1.61%	Increased
449	Robeco Institutional Asset Management Rotterdam, Netherlands	$33.8M	-$27.2M	6	0.25%	Reduced
450	Manning & Napier Advisors Fairport, New York	$33.7M	+$392K	3	0.16%	Increased