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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	HSC Harbor Spring Capital New York	$42.8M	$0	1	5.02%	Maintained
427	BBCM Broad Bay Capital Management New York	$42.8M	-$7.16M	2	14.31%	Reduced
428	AAM Ardevora Asset Management London, United Kingdom	$42.8M	-$1.16M	1	1.05%	Reduced
429	Jupiter Asset Management London, United Kingdom	$42.8M	+$679K	6	1.36%	Increased
430	Kornitzer Capital Management Shawnee Mission, Kansas	$42.7M	+$5.08M	9	0.75%	Increased
431	Utah Retirement Systems Salt Lake City, Utah	$42.5M	-$13.9K	14	0.82%	Reduced
432	AQR Arbitrage Greenwich, Connecticut	$42M	+$8.74M	3	0.48%	Increased
433	Eventide Asset Management Boston, Massachusetts	$41.9M	+$5.87M	1	1.27%	Increased
434	PCM Penn Capital Management Philadelphia, Pennsylvania	$41.9M	-$2.93M	7	4.13%	Reduced
435	BG Bollard Group Boston, Massachusetts	$41.9M	+$644K	5	1.44%	Increased
436	NN Investment Partners Holdings The Hague, Netherlands	$41.8M	-$2.39M	9	0.33%	Reduced
437	Winton Group London, United Kingdom	$41.7M	+$16.5M	14	0.81%	Increased
438	Jupiter Investment Management London, United Kingdom	$41.6M	+$20.5M	3	0.43%	Increased
439	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$41.6M	+$12.8M	3	2.11%	Increased
440	Menora Mivtachim Holdings Ramat Gan, Israel	$41.6M	$0	1	1.13%	Maintained
441	GF Greenhouse Funds Baltimore, Maryland	$41.4M	-$6.29M	2	9%	Reduced
442	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$41.4M	+$605K	2	4.3%	Increased
443	SIM Sadoff Investment Management Milwaukee, Wisconsin	$41.1M	+$107K	1	3.41%	Increased
444	HA Halsey Associates New Haven, Connecticut	$41.1M	-$1.73M	4	7.34%	Reduced
445	State of Alaska Department of Revenue Juneau, Alaska	$41M	+$499K	25	0.69%	Increased
446	MCM Marcato Capital Management San Francisco, California	$40.8M	-$49M	1	15.58%	Reduced
447	Amalgamated Bank New York	$40.5M	-$1.6M	28	0.95%	Reduced
448	Advisor Group Phoenix, Arizona	$40.2M	-$492K	58	0.31%	Reduced
449	TCM Tygh Capital Management Portland, Oregon	$39.9M	-$6.39M	6	6.78%	Reduced
450	SCM Schneider Capital Management Berwyn, Pennsylvania	$39.6M	-$873K	2	9.4%	Reduced