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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	R.M. Davis Inc Portland, Maine	$39.4M	+$1.13M	4	1.63%	Increased
452	GL Governors Lane New York	$39.3M	+$2.79M	1	1.78%	Increased
453	ELC Edgar Lomax Company Kingstowne, Virginia	$39.3M	-$1.94M	1	2.77%	Reduced
454	STB S&T Bank Indiana, Pennsylvania	$38.9M	+$84.6K	3	6.94%	Increased
455	DZ Bank Frankfurt Am Main, Germany	$38.8M	+$13.7M	8	0.16%	Increased
456	PIA Piedmont Investment Advisors Durham, North Carolina	$38.8M	+$2.28M	13	0.83%	Increased
457	Stephens Investment Management Group Houston, Texas	$38.8M	+$766K	2	0.89%	Increased
458	OI Oakbrook Investments Lisle, Illinois	$38.7M	+$1.39M	10	2.5%	Increased
459	Janney Montgomery Scott Philadelphia, Pennsylvania	$38.7M	-$2.59M	18	0.44%	Reduced
460	BA Broadview Advisors Milwaukee, Wisconsin	$38.6M	+$7.42M	3	5.63%	Increased
461	Douglass Winthrop Advisors New York	$38.5M	+$21.1M	3	2.24%	Increased
462	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$38.3M	+$90.8K	5	4.02%	Increased
463	SCM Shapiro Capital Management Atlanta, Georgia	$38M	-$24.3M	1	0.86%	Reduced
464	FQ First Quadrant Glendale, California	$37.7M	-$4.71M	15	0.73%	Reduced
465	WI Wafra Inc New York	$37.4M	+$7.04M	3	1.82%	Increased
466	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$37.3M	-$472K	5	3.04%	Reduced
467	Nomura Holdings Tokyo, Japan	$37.2M	-$5.63M	16	0.08%	Reduced
468	NM Nokota Management New York	$37.2M	+$21.7M	4	0.91%	Increased
469	SL Summitry LLC Foster City, California	$37M	-$146K	2	3.43%	Reduced
470	PineBridge Investments New York	$36.8M	+$2.38M	15	0.89%	Increased
471	Utah Retirement Systems Salt Lake City, Utah	$36.7M	-$4.74K	14	0.83%	Reduced
472	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$36.5M	+$8.65M	8	2.49%	Increased
473	Robeco Schweiz Zurich, Switzerland	$36.3M	+$2M	5	2.8%	Increased
474	ING Group Amsterdam, Netherlands	$36.2M	+$7.73M	15	0.7%	Increased
475	LPAM Legion Partners Asset Management Los Angeles, California	$36M	$0	1	12.93%	Maintained