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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	WI Wafra Inc New York	$44.5M	+$9.83M	3	1.67%	Increased
452	Arrowstreet Capital Boston, Massachusetts	$44.2M	+$37.1M	8	0.11%	Increased
453	KCM Knighthead Capital Management New York	$43.9M	$0	1	7.28%	Maintained
454	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$43.7M	-$830K	5	4.12%	Reduced
455	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$43.6M	-$1.91M	13	0.44%	Reduced
456	PC Pier Capital Stamford, Connecticut	$43.4M	-$7.07M	6	5.98%	Reduced
457	CC Carlson Capital Dallas, Texas	$43M	+$36.2M	2	0.6%	Increased
458	Provida Pension Fund Administrator Las Condes, Santiago, Chile	$42.9M	-$1.07M	2	1.77%	Reduced
459	Barings Charlotte, North Carolina	$42.9M	-$11.9M	12	0.61%	Reduced
460	BGI BlueDrive Global Investors London, United Kingdom	$42.8M	$0	1	15.55%	Maintained
461	Weiss Multi-Strategy Advisers New York	$42.6M	+$1.83M	9	1.02%	Increased
462	VDBMI Van Den Berg Management I Austin, Texas	$42.5M	+$25.2M	5	4.51%	Increased
463	SG Americas Securities New York	$42.4M	-$41.1M	40	0.38%	Reduced
464	Commerce Bank Kansas City, Missouri	$42.3M	-$1.58M	11	0.54%	Reduced
465	Robeco Schweiz Zurich, Switzerland	$42.3M	-$1.24M	5	1.8%	Reduced
466	Edmond de Rothschild Holding Chambesy, Switzerland	$42.3M	-$1.48M	13	1.21%	Reduced
467	PP PDT Partners New York	$42M	-$3.46M	7	1.59%	Reduced
468	Amalgamated Bank New York	$41.8M	+$1.9M	28	1.02%	Increased
469	Letko, Brosseau & Associates Montreal, Quebec, Canada	$41.7M	+$8.39M	1	0.38%	Increased
470	OI Oakbrook Investments Lisle, Illinois	$41.5M	-$1.13M	9	2.62%	Reduced
471	Zacks Investment Management Chicago, Illinois	$41.3M	+$8.64M	12	0.9%	Increased
472	Hancock Whitney Gulfport, Mississippi	$41.2M	-$9.91M	11	1.9%	Reduced
473	NCA Newbrook Capital Advisors New York	$41.1M	+$1.64M	1	3.15%	Increased
474	Kornitzer Capital Management Shawnee Mission, Kansas	$40.9M	+$2.62M	8	0.69%	Increased
475	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$40.8M	-$3.9M	2	0.94%	Reduced