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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	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$67.5M	+$336K	2	7.58%	Increased
427	Brown Brothers Harriman & Co New York	$67M	-$6.58M	10	0.43%	Reduced
428	Guardian Capital (Canada) Toronto, Ontario, Canada	$66.8M	+$24.5M	2	1.12%	Increased
429	Vident Investment Advisory Alpharetta, Georgia	$66.6M	-$1.98M	16	2.24%	Reduced
430	BG Bollard Group Boston, Massachusetts	$66.3M	+$163K	7	2.32%	Increased
431	HAM Hillcrest Asset Management Plano, Texas	$66.3M	-$284K	4	7.73%	Reduced
432	Peregrine Capital Management Minneapolis, Minnesota	$66.1M	-$34.2M	6	1.23%	Reduced
433	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$65.7M	+$16M	3	2.95%	Increased
434	Daiwa Securities Group Tokyo, Japan	$65.4M	+$213K	13	0.49%	Increased
435	TAM Telemark Asset Management Boston, Massachusetts	$65.2M	+$48.8M	3	5.52%	Increased
436	NPCM North Peak Capital Management New York	$65M	-$23.7M	1	14.38%	Reduced
437	Erste Asset Management Vienna, Austria	$65M	+$11M	4	1.59%	Increased
438	Waratah Capital Advisors Toronto, Ontario, Canada	$64.4M	-$28.9M	6	1.45%	Reduced
439	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$64.2M	+$15.5M	11	1.27%	Increased
440	Schonfeld Strategic Advisors New York	$64.1M	-$15.4M	16	0.78%	Reduced
441	Douglas Lane & Associates New York	$63.6M	-$313K	5	0.99%	Reduced
442	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$63.5M	+$8.04M	5	1.51%	Increased
443	BAM Barrett Asset Management New York	$63.4M	-$277K	4	3.15%	Reduced
444	SAM Southernsun Asset Management Memphis, Tennessee	$63.1M	+$1.44M	1	6.55%	Increased
445	VVP Vulcan Value Partners Birmingham, Alabama	$63M	+$7.32M	1	0.37%	Increased
446	Private Advisor Group Morristown, New Jersey	$62.7M	+$363K	14	0.6%	Increased
447	Marshfield Associates Washington, District of Columbia	$62.6M	-$192M	1	2.93%	Reduced
448	SG Americas Securities New York	$62.3M	-$60M	47	0.33%	Reduced
449	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$60.9M	-$9.75M	3	2.19%	Reduced
450	Cambridge Investment Research Advisors Fairfield, Iowa	$60.4M	-$12.9M	26	0.33%	Reduced