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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	Thompson Siegel & Walmsley Richmond, Virginia	$59.9M	-$4.7M	14	0.86%	Reduced
452	Waverton Investment Management London, United Kingdom	$59.9M	+$3.28M	1	2.6%	Increased
453	Andra AP-fonden Goteborg, Sweden	$59.9M	-$3.13M	6	1.32%	Reduced
454	Första AP-fonden Stockholm, Sweden	$59.7M	-$5.74M	6	0.84%	Reduced
455	CC Cannell & Co New York	$58.9M	-$17M	5	1.85%	Reduced
456	KMC Kirr Marbach & Co Columbus, Indiana	$58.8M	+$1.21M	5	17.02%	Increased
457	CU CDAM (UK) London, United Kingdom	$58.7M	+$3.47M	1	7.76%	Increased
458	O'Shaughnessy Asset Management Stamford, Connecticut	$58M	-$11.1M	49	1.29%	Reduced
459	EP Edgestream Partners Princeton, New Jersey	$57.9M	-$41.3M	9	3.24%	Reduced
460	SAM Shell Asset Management The Hague, Netherlands	$57.9M	+$15.3M	34	1.16%	Increased
461	FCI Financial Counselors Inc Overland Park, Kansas	$57.8M	-$556K	5	1.34%	Reduced
462	Tower Research Capital (TRC) New York	$57.6M	+$25.7M	69	0.97%	Increased
463	Nikko Asset Management Americas New York	$57.6M	-$1.59M	2	0.28%	Reduced
464	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$57.1M	+$4.03M	25	0.98%	Increased
465	PFM Premier Fund Managers Guildford, United Kingdom	$56.9M	-$4.34M	4	2.2%	Reduced
466	LCG Lisanti Capital Growth New York	$56.7M	+$32.6M	7	7.28%	Increased
467	D.A. Davidson & Co Great Falls, Montana	$56.1M	+$1.91M	17	0.72%	Increased
468	Mariner Overland Park, Kansas	$55.6M	+$9.73M	6	0.39%	Increased
469	Glenview Trust Louisville, Kentucky	$55.3M	-$10.7M	5	2.38%	Reduced
470	CIM Corda Investment Management Houston, Texas	$54.8M	-$2.12M	1	4.97%	Reduced
471	SW SVB Wealth Boston, Massachusetts	$54.7M	-$6.79M	10	0.76%	Reduced
472	HCC Hill City Capital Boston, Massachusetts	$54.7M	-$11.2M	2	22.68%	Reduced
473	EMG ETF Managers Group Summit, New Jersey	$54.6M	+$2.73M	7	0.97%	Increased
474	Two Sigma Investments New York	$54.3M	-$29.3M	28	0.14%	Reduced
475	FMW Farr Miller & Washington Washington, District of Columbia	$54.3M	+$572K	5	3.82%	Increased