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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
451	Oregon Public Employees Retirement Fund Tigard, Oregon	$38.2M	+$7.79M	18	1.02%	Increased
452	Alpha Wave Global New York	$38.1M	+$4.67M	1	2.86%	Increased
453	Robeco Schweiz Zurich, Switzerland	$38.1M	-$36.4M	7	3.37%	Reduced
454	WC Weatherbie Capital Boston, Massachusetts	$38M	-$7.63M	3	3.51%	Reduced
455	BCM Brown Capital Management Baltimore, Maryland	$38M	-$1.61M	3	0.62%	Reduced
456	Klingenstein Fields & Co New York	$37.9M	+$1.61M	3	1.36%	Increased
457	Oppenheimer & Co New York	$37.8M	-$1.03M	14	1.21%	Reduced
458	JCP Jabre Capital Partners Geneva, Switzerland	$37.5M	-$33.8M	2	2.87%	Reduced
459	AC Ascend Capital Orinda, California	$37.5M	-$40M	3	1.14%	Reduced
460	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$37.3M	-$6.39M	6	5.28%	Reduced
461	CIBC World Market Toronto, Ontario, Canada	$37.2M	+$11.4M	9	0.15%	Increased
462	AAM ACK Asset Management Greenwich, Connecticut	$37M	+$12M	3	12.21%	Increased
463	LOAMU Lombard Odier Asset Management (USA) New York	$36.9M	-$12.1M	3	1.58%	Reduced
464	SIC Schwartz Investment Counsel Plymouth, Michigan	$36.8M	+$4.39M	5	2.76%	Increased
465	Douglas C. Lane & Associates New York	$36.6M	+$1.5M	4	1.21%	Increased
466	DAM Deltec Asset Management New York	$36.5M	+$1.45M	5	8.8%	Increased
467	HBWM Hollow Brook Wealth Management Katonah, New York	$36.5M	$0	1	11.96%	Maintained
468	KCA KR Capital Advisors New York	$36.3M	+$1.98M	3	5.67%	Increased
469	Jane Street New York	$36.3M	-$13M	24	0.52%	Reduced
470	BA Broadview Advisors Milwaukee, Wisconsin	$36.2M	+$10.8M	3	3.91%	Increased
471	CAM Capstone Asset Management Houston, Texas	$36.1M	-$6.08M	30	1.05%	Reduced
472	D.A. Davidson & Co Great Falls, Montana	$35.7M	+$6.65M	22	1.33%	Increased
473	CIBC Asset Management Toronto, Ontario, Canada	$35.7M	-$2.61M	14	0.22%	Reduced
474	MCC Mid Continent Capital Chicago, Illinois	$35.7M	-$2.52M	1	2.2%	Reduced
475	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$35.7M	+$24.3M	4	2.28%	Increased