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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	Homestead Advisers Arlington, Virginia	$116M	-$4.12M	4	2.79%	Reduced
427	Commerzbank Aktiengesellschaft Frankfurt, Germany	$115M	+$45.4M	5	2.77%	Increased
428	Gateway Investment Advisers Cincinnati, Ohio	$115M	-$2.97M	5	1.28%	Reduced
429	Empowered Funds Havertown, Pennsylvania	$115M	+$17.3M	33	1.68%	Increased
430	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$114M	+$11.1M	5	11.08%	Increased
431	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$114M	+$1.52M	1	43.65%	Increased
432	Woodline Partners San Francisco, California	$114M	+$51.6M	10	0.77%	Increased
433	WTA Washington Trust Advisors Wellesley, Massachusetts	$113M	-$1.84M	9	9.48%	Reduced
434	PE Point72 Europe London, United Kingdom	$113M	+$43.1M	4	6.52%	Increased
435	Nomura Holdings Tokyo, Japan	$113M	-$6.11M	26	0.15%	Reduced
436	Walleye Capital New York	$112M	+$209K	24	0.27%	Increased
437	Xponance Philadelphia, Pennsylvania	$111M	+$7.4M	34	1.01%	Increased
438	Nicholas Company Milwaukee, Wisconsin	$111M	-$10.7M	5	1.8%	Reduced
439	Liontrust Investment Partners London, United Kingdom	$110M	+$41.7M	2	1.59%	Increased
440	PIP Permian Investment Partners Dallas, Texas	$110M	+$37.1M	1	17.07%	Increased
441	EULAV Asset Management Sarasota, Florida	$109M	+$1.64M	5	2.63%	Increased
442	Alpha Cubed Investments Irvine, California	$108M	+$3.71M	6	4.95%	Increased
443	TCCM Two Creeks Capital Management New York	$108M	+$26.1M	1	6.58%	Increased
444	IR IAT Reinsurance New York	$107M	$0	1	22.61%	Maintained
445	Oberweis Asset Management Lisle, Illinois	$107M	+$6.53M	8	5.05%	Increased
446	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$107M	+$5.49M	15	3.2%	Increased
447	Czech National Bank Prague, Czech Republic	$106M	+$6.15M	8	0.98%	Increased
448	Nissay Asset Management Tokyo, Japan	$106M	+$25.7M	12	0.64%	Increased
449	TAL TIG Advisors LLC New York	$105M	+$97.1M	1	7.37%	New
450	ClearBridge Investments (Australia) Sydney, Australia	$105M	+$42.1M	1	2.76%	Increased