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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	FWSM First Wilshire Securities Management Pasadena, California	$39.8M	-$12.6M	8	15.07%	Reduced
452	Braun Stacey Associates New York	$39.6M	+$655K	3	2.5%	Increased
453	TAM Third Avenue Management New York	$39.6M	+$937K	5	3.57%	Increased
454	HCM Highline Capital Management New York	$39.2M	-$37.3M	1	5.72%	Reduced
455	EP Elkfork Partners Portland, Oregon	$39.1M	+$6.85M	18	0.95%	Increased
456	MAP Managed Asset Portfolios Rochester, Michigan	$38.8M	+$253K	1	8.51%	Increased
457	Vaughan Nelson Investment Management Houston, Texas	$38.7M	+$1.77M	2	0.52%	Increased
458	CC Cannell Capital Alta, Wyoming	$38.5M	-$2.56M	4	12.51%	Reduced
459	Donald Smith & Co New York	$38.5M	+$10.7M	1	1.47%	Increased
460	SC Skylands Capital Milwaukee, Wisconsin	$38.4M	-$8.63M	7	5.58%	Reduced
461	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$38.2M	-$607K	4	1.75%	Reduced
462	Colony Group Boston, Massachusetts	$38M	+$3.73M	7	1.21%	Increased
463	SIM Sadoff Investment Management Milwaukee, Wisconsin	$37.9M	-$159K	1	3.17%	Reduced
464	Bartlett & Co Wealth Management Cincinnati, Ohio	$37.9M	+$659K	8	1%	Increased
465	Jefferies Group New York	$37.9M	+$15.1M	20	0.29%	Increased
466	Bartlett & Co Cincinnati, Ohio	$37.8M	+$659K	8	0.99%	Increased
467	HP Harvey Partners Tarrytown, New York	$37.6M	+$18.4M	5	27.14%	Increased
468	JGUA John G. Ullman & Associates Corning, New York	$37.4M	-$5.42M	7	6.79%	Reduced
469	FG Formula Growth Montreal, Quebec, Canada	$37.3M	-$965K	4	5.59%	Reduced
470	ARTA A.R.T. Advisors New York	$37.3M	+$9.37M	29	1.87%	Increased
471	Advisor Group Phoenix, Arizona	$37.2M	-$1.47M	56	0.27%	Reduced
472	Congress Asset Management Boston, Massachusetts	$37.2M	-$2.8M	5	0.48%	Reduced
473	SCM Schneider Capital Management Berwyn, Pennsylvania	$37.2M	-$207K	2	9.73%	Reduced
474	WIC Willis Investment Counsel Gainesville, Georgia	$37M	+$3.12M	4	2.48%	Increased
475	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$37M	-$291K	10	0.31%	Reduced