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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	Ferguson Wellman Capital Management Portland, Oregon	$41.1M	+$10.3M	3	1.73%	Increased
452	Arrowstreet Capital Boston, Massachusetts	$40.8M	-$23.7M	10	0.21%	Reduced
453	BTP Bloom Tree Partners New York	$40.6M	+$2.05M	1	4.76%	Increased
454	Picton Mahoney Asset Management Toronto, Ontario, Canada	$40.6M	-$6.49M	9	2.38%	Reduced
455	Scout Investments Kansas City, Missouri	$40.6M	-$90M	2	0.47%	Reduced
456	TCA Taconic Capital Advisors New York	$40.1M	+$1.61M	3	1.75%	Increased
457	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$39.8M	-$705K	11	0.83%	Reduced
458	Oaktree Capital Management Los Angeles, California	$39.8M	+$7.77M	1	0.69%	Increased
459	FP Foundry Partners Minneapolis, Minnesota	$39.7M	+$1.25M	8	3.68%	Increased
460	GW&K Investment Management Boston, Massachusetts	$39.6M	+$25.5M	4	1%	Increased
461	Robeco Schweiz Zurich, Switzerland	$39.4M	+$2.55M	7	3.21%	Increased
462	Congress Asset Management Boston, Massachusetts	$39.2M	+$2.23M	5	1%	Increased
463	PineBridge Investments New York	$39.2M	+$362K	18	1.55%	Increased
464	Royal London Asset Management United Kingdom	$39M	-$1.69M	7	0.9%	Reduced
465	JIR James Investment Research Alpha, Ohio	$39M	+$1.95M	4	1.24%	Increased
466	VHMC Value Holdings Management Company Hampton Bays, New York	$38.8M	+$2.22M	6	26.57%	Increased
467	SCM Stevens Capital Management Radnor, Pennsylvania	$38.7M	+$7.93M	18	1.04%	Increased
468	Jupiter Asset Management London, United Kingdom	$38.7M	+$554K	9	1.23%	Increased
469	GA Geneva Advisors Chicago, Illinois	$38.1M	+$11.3M	6	0.69%	Increased
470	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$37.9M	+$2.09M	4	1.99%	Increased
471	SAM Sentinel Asset Management Montpelier, Vermont	$37.7M	+$616K	3	0.75%	Increased
472	T Tahithromos New York	$37.7M	+$2.79M	2	8.98%	Increased
473	SGAM Smith Group Asset Management Dallas, Texas	$37.5M	-$327K	6	1.38%	Reduced
474	KG Killen Group Berwyn, Pennsylvania	$37.4M	-$1.8M	3	1.95%	Reduced
475	HA Halsey Associates New Haven, Connecticut	$37.1M	-$151K	4	8.17%	Reduced