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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	RAA RWC Asset Advisors Miami, Florida	$100M	+$29.1M	2	10.25%	Increased
427	Meitav Investment House Bene-Beraq, Israel	$99.9M	+$9.26M	1	1.78%	Increased
428	Kornitzer Capital Management Shawnee Mission, Kansas	$99.4M	+$1.83M	14	1.89%	Increased
429	HP Harvey Partners Tarrytown, New York	$99M	+$2.57M	5	11.91%	Increased
430	IFM Investors Melbourne, Australia	$98.4M	+$4.88M	10	1%	Increased
431	Varma Mutual Pension Insurance Co Helsinki, Finland	$96.3M	-$18.6M	8	0.77%	Reduced
432	CIBC World Markets New York	$95.2M	+$20.3M	12	0.62%	Increased
433	Munro Partners Melbourne, Australia	$94.5M	+$46.9M	3	3.5%	Increased
434	CCPM Cooper Creek Partners Management New York	$94.3M	-$27.5M	2	3.15%	Reduced
435	Oaktree Capital Management Los Angeles, California	$93.9M	+$5.36M	1	1.49%	Increased
436	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$93.8M	+$297K	1	40.07%	Increased
437	Quilter Plc London, United Kingdom	$93.2M	-$12.1M	4	2.09%	Reduced
438	Homestead Advisers Arlington, Virginia	$93.2M	-$3.19M	4	2.3%	Reduced
439	ABN AMRO Bank Amsterdam, Netherlands	$93M	+$17.8M	5	1.41%	Increased
440	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$92.9M	-$62.2M	10	3.82%	Reduced
441	Fjarde AP-fonden (The Fourth Swedish National Pensionfund) Stockholm, Sweden	$92.4M	+$96M	9	1.04%	New
442	BG Bollard Group Boston, Massachusetts	$92.3M	+$1.5M	8	2.61%	Increased
443	Waratah Capital Advisors Toronto, Ontario, Canada	$91.7M	-$78.4M	5	3.36%	Reduced
444	Xponance Philadelphia, Pennsylvania	$90.6M	-$14.6M	31	0.93%	Reduced
445	WBG Wharton Business Group Malvern, Pennsylvania	$90.5M	+$84.2K	4	4.68%	Increased
446	Walleye Capital New York	$90.4M	+$20M	33	0.16%	Increased
447	Vaughan David Investments Peoria, Illinois	$90.4M	+$2.77M	3	2.29%	Increased
448	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$90.4M	-$3.27M	5	5.3%	Reduced
449	USS Investment Management London, United Kingdom	$89.7M	+$4.18M	9	0.71%	Increased
450	SAM Scopus Asset Management New York	$89.3M	-$1.53M	5	1.8%	Reduced