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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	ECM Engine Capital Management New York	$39.6M	-$6.63M	5	18.95%	Reduced
452	Pacer Advisors Malvern, Pennsylvania	$39.4M	+$17.1M	23	0.96%	Increased
453	FG Formula Growth Montreal, Quebec, Canada	$39.4M	-$2.63M	4	5.62%	Reduced
454	TAM Third Avenue Management New York	$39.4M	+$2.07M	5	3.31%	Increased
455	BAM Barrett Asset Management New York	$39.1M	+$388K	3	2.58%	Increased
456	AIM Atlantic Investment Management New York	$39.1M	-$1.83M	1	10.52%	Reduced
457	Norinchukin Bank Tokyo, Japan	$39M	-$18.3M	8	0.6%	Reduced
458	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$38.7M	-$258K	4	1.78%	Reduced
459	Braun Stacey Associates New York	$38.5M	-$1.49M	3	2.46%	Reduced
460	CC Cannell Capital Alta, Wyoming	$38.5M	+$2.25M	4	10.9%	Increased
461	Samlyn Capital New York	$38.2M	+$35.4M	1	0.81%	New
462	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$38.2M	+$5.92M	11	0.27%	Increased
463	OI Oakbrook Investments Lisle, Illinois	$38.1M	+$595K	9	2.28%	Increased
464	PGEBT Pactiv General Employee Benefit Trust Lake Forest, Illinois	$38M	$0	1	3.88%	Maintained
465	Hosking Partners London, United Kingdom	$37.8M	-$298K	2	0.92%	Reduced
466	MCIM Meadow Creek Investment Management Atlanta, Georgia	$37.8M	+$20.4M	24	0.75%	Increased
467	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$37.7M	-$11.4M	1	3.46%	Reduced
468	Vaughan Nelson Investment Management Houston, Texas	$37.5M	-$3.06M	2	0.5%	Reduced
469	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$37.4M	+$2.64M	12	0.32%	Increased
470	BCMNY Buckingham Capital Management (New York) New York	$37.4M	-$10.9M	6	4.61%	Reduced
471	Capital Wealth Planning Naples, Florida	$37.2M	+$34.6M	4	2.7%	Increased
472	Creative Planning Overland Park, Kansas	$36.9M	+$88K	17	0.12%	Increased
473	Waratah Capital Advisors Toronto, Ontario, Canada	$36.9M	+$7M	2	4.11%	Increased
474	Suntrust Banks Atlanta, Georgia	$36.5M	-$1.16M	13	0.19%	Reduced
475	Bartlett & Co Wealth Management Cincinnati, Ohio	$36.5M	+$531K	7	1.36%	Increased