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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	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$43.4M	+$71	1	31.45%	Increased
427	BG Bollard Group Boston, Massachusetts	$43.4M	+$2.89M	4	1.52%	Increased
428	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$43.4M	+$1.77M	5	2.97%	Increased
429	MCIM Meadow Creek Investment Management Atlanta, Georgia	$43.3M	+$5.48M	24	0.85%	Increased
430	Samlyn Capital New York	$43.1M	+$1.58M	1	1.05%	Increased
431	RCM Redwood Capital Management New York	$43M	$0	3	4.69%	Maintained
432	TA Teton Advisors Rye, New York	$42.9M	-$2.42M	10	4.36%	Reduced
433	BAM Barrett Asset Management New York	$42.8M	-$313K	3	2.82%	Reduced
434	RAM RWC Asset Management London, United Kingdom	$42.8M	+$153K	1	1.82%	Increased
435	RHBC R.H. Bluestein & Co Birmingham, Michigan	$42.8M	-$39.9M	11	2.4%	Reduced
436	SM Sunriver Management Greenwich, Connecticut	$42.7M	-$3.01M	2	8.28%	Reduced
437	Natixis Paris, France	$42.6M	-$12.9M	6	0.27%	Reduced
438	RCM Rutabaga Capital Management Boston, Massachusetts	$42.4M	-$2.16M	7	15%	Reduced
439	TCW Group Los Angeles, California	$42M	-$8.09M	8	0.48%	Reduced
440	Nomura Holdings Tokyo, Japan	$41.8M	-$5.51M	9	0.16%	Reduced
441	NN Investment Partners Holdings The Hague, Netherlands	$41.7M	-$310K	9	0.33%	Reduced
442	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$41.7M	-$994K	5	4.43%	Reduced
443	Amalgamated Bank New York	$41.6M	+$1.22M	29	0.87%	Increased
444	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$41.5M	+$1.08M	4	2.01%	Increased
445	Utah Retirement Systems Salt Lake City, Utah	$41.2M	-$884K	12	0.78%	Reduced
446	Jupiter Asset Management London, United Kingdom	$40.3M	+$1.62M	6	1.32%	Increased
447	Williams Jones Wealth Management New York	$40.3M	+$39.8M	5	0.83%	New
448	HSC Harbor Spring Capital New York	$40.3M	$0	1	4.68%	Maintained
449	Pacer Advisors Malvern, Pennsylvania	$40M	+$1.57M	25	0.9%	Increased
450	Commerce Bank Kansas City, Missouri	$39.8M	+$5.69M	12	0.41%	Increased