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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	RCM Redwood Capital Management New York	$42.2M	+$288K	3	2.89%	Increased
427	Jupiter Asset Management London, United Kingdom	$41.9M	-$7.45M	6	1.36%	Reduced
428	OAM Oxford Asset Management Oxford, United Kingdom	$41.9M	+$12.8M	23	0.91%	Increased
429	ECM Engine Capital Management New York	$41.7M	-$6.45M	5	27.33%	Reduced
430	Hosking Partners London, United Kingdom	$41.7M	+$9.78M	2	1.06%	Increased
431	PWAG Polaris Wealth Advisory Group San Rafael, California	$41.6M	+$39.6M	3	3.12%	New
432	BCMNY Buckingham Capital Management (New York) New York	$41.5M	+$5.25M	5	3.92%	Increased
433	Menora Mivtachim Holdings Ramat Gan, Israel	$41.3M	$0	1	1.11%	Maintained
434	Disciplined Growth Investors Minneapolis, Minnesota	$40.9M	+$120K	1	0.72%	Increased
435	HA Halsey Associates New Haven, Connecticut	$40.8M	+$819K	4	6.7%	Increased
436	SIM Sadoff Investment Management Milwaukee, Wisconsin	$40.8M	+$83K	1	3.49%	Increased
437	D.A. Davidson & Co Great Falls, Montana	$40.6M	+$4.19M	13	0.7%	Increased
438	Utah Retirement Systems Salt Lake City, Utah	$40.5M	+$435K	14	0.8%	Increased
439	BG Bollard Group Boston, Massachusetts	$40.4M	+$2.08M	5	1.52%	Increased
440	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$40.2M	+$2.23M	5	4.41%	Increased
441	AAM Ardevora Asset Management London, United Kingdom	$40.1M	-$7.05M	1	1.05%	Reduced
442	Edmond de Rothschild Holding Chambesy, Switzerland	$39.8M	-$3.58M	15	1.38%	Reduced
443	RAM RWC Asset Management London, United Kingdom	$39.8M	+$427K	1	1.81%	Increased
444	Amalgamated Bank New York	$39.8M	+$1.64M	27	0.96%	Increased
445	PCM Penn Capital Management Philadelphia, Pennsylvania	$39.5M	+$4.47M	7	3.82%	Increased
446	Letko, Brosseau & Associates Montreal, Quebec, Canada	$39.3M	+$736K	1	0.39%	Increased
447	Advisor Group Phoenix, Arizona	$39.1M	+$2.16M	55	0.32%	Increased
448	Bridgeway Capital Management Houston, Texas	$38.9M	+$784K	20	0.48%	Increased
449	Banco Santander Madrid, Spain	$38.8M	+$5.67M	5	0.44%	Increased
450	HL Financial Services Louisville, Kentucky	$38.7M	+$4.23M	10	0.6%	Increased