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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	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$46.4M	-$3.28M	5	4.39%	Reduced
427	DCM Daruma Capital Management New York	$46.3M	-$49.5M	2	4.36%	Reduced
428	RCM Rutabaga Capital Management Boston, Massachusetts	$46.2M	-$3.1M	5	10.59%	Reduced
429	TI TT International London, United Kingdom	$45.2M	+$29.4M	1	5.05%	Increased
430	Fiduciary Management Inc Milwaukee, Wisconsin	$45.1M	+$1.36M	1	0.28%	Increased
431	AAM ACK Asset Management Greenwich, Connecticut	$45M	-$11.5M	2	12.36%	Reduced
432	WIM Weitz Investment Management Omaha, Nebraska	$45M	+$45.4M	3	1.83%	Increased
433	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$44.9M	+$15M	4	2.88%	Increased
434	CIM Chiron Investment Management New York	$44.6M	+$12.7M	1	2.84%	Increased
435	RCM Redwood Capital Management New York	$44.3M	-$1.02M	2	3.16%	Reduced
436	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$44.1M	-$56.1K	3	2.77%	Reduced
437	CTI Community Trust & Investment Versailles, Kentucky	$44M	+$15.6M	3	5.05%	Increased
438	EdgePoint Investment Group Toronto, Ontario, Canada	$43.6M	-$361M	1	0.5%	Reduced
439	PP PDT Partners New York	$43.6M	-$2.22M	7	1.81%	Reduced
440	SCM Snow Capital Management Sewickley, Pennsylvania	$43M	+$7.76M	5	2.06%	Increased
441	IECM Intrinsic Edge Capital Management Chicago, Illinois	$42.9M	-$30.3M	7	6.88%	Reduced
442	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$42.8M	-$3.81M	18	0.65%	Reduced
443	Handelsbanken Fonder Stockholm, Sweden	$42.8M	-$5.73M	3	0.8%	Reduced
444	State of Alaska Department of Revenue Juneau, Alaska	$42.7M	+$352K	25	0.72%	Increased
445	Commerce Bank Kansas City, Missouri	$42.7M	-$797K	11	0.51%	Reduced
446	ACM Ashford Capital Management Wilmington, Delaware	$42.6M	+$3.93M	2	5.14%	Increased
447	Utah Retirement Systems Salt Lake City, Utah	$42.5M	+$28.5K	14	0.82%	Increased
448	Dai-ichi Life Insurance Company Tokyo, Japan	$42.5M	+$4.18M	7	0.92%	Increased
449	Banco Santander Madrid, Spain	$42.5M	-$15.3M	4	0.48%	Reduced
450	YCMGA York Capital Management Global Advisors New York	$41.8M	-$40.8M	1	1.32%	Reduced