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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	LCM Legato Capital Management San Francisco, California	$29.3M	$0	1	55.98%	Maintained
452	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$29.2M	-$1.8M	1	0.56%	Reduced
453	JGUA John G. Ullman & Associates Corning, New York	$29M	+$2.41M	5	6.41%	Increased
454	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$29M	+$9.28M	1	3.38%	Increased
455	Palisade Capital Management Fort Lee, New Jersey	$28.8M	-$487K	6	0.94%	Reduced
456	Asset Management One Tokyo, Japan	$28.7M	+$7.73M	19	0.43%	Increased
457	ACM Ashford Capital Management Wilmington, Delaware	$28.6M	+$760K	2	6.73%	Increased
458	Trillium Asset Management Boston, Massachusetts	$28.5M	+$3.27M	2	1.93%	Increased
459	TS Twin Securities New York	$28.5M	+$26K	1	4.66%	Increased
460	CAM Capstone Asset Management Houston, Texas	$28.2M	+$2.52M	26	0.81%	Increased
461	ELC Edgar Lomax Company Kingstowne, Virginia	$27.9M	-$2.79M	1	2.04%	Reduced
462	ARTA A.R.T. Advisors New York	$27.6M	+$6.69M	16	1.31%	Increased
463	CDH Charles D. Hyman	$27.5M	+$478K	3	4.54%	Increased
464	FVP Firefly Value Partners Newtown, Pennsylvania	$27.4M	$0	1	5.1%	Maintained
465	CRCP Copper Rock Capital Partners Boston, Massachusetts	$27.4M	-$110K	1	2.27%	Reduced
466	NA Navellier & Associates Reno, Nevada	$27.3M	+$11.5M	5	3%	Increased
467	Congress Asset Management Boston, Massachusetts	$27.2M	-$2.71M	4	0.68%	Reduced
468	AC Amici Capital New York	$27.2M	+$297K	1	1.91%	Increased
469	KCM Knighthead Capital Management New York	$27.2M	-$17.3M	1	5.06%	Reduced
470	Jacobs Levy Equity Management Florham Park, New Jersey	$27.1M	-$1.69M	8	0.54%	Reduced
471	Andra AP-fonden Goteborg, Sweden	$27M	+$3.48M	10	0.77%	Increased
472	Virginia Retirement Systems Richmond, Virginia	$26.7M	-$296K	13	0.4%	Reduced
473	MSA Mason Street Advisors Milwaukee, Wisconsin	$26.3M	+$29.8K	26	0.82%	Increased
474	FCM Freshford Capital Management Rye Brook, New York	$26.2M	+$26.7M	1	5.91%	New
475	Hosking Partners London, United Kingdom	$26.2M	-$2.6M	3	1.21%	Reduced