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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
476	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$32.9M	-$7.78M	5	0.11%	Reduced
477	SCP Scoria Capital Partners Stamford, Connecticut	$32.6M	+$24.4M	3	5.94%	Increased
478	1SAMC 12th Street Asset Management Company Nashville, Tennessee	$32.1M	-$7.42M	1	10.36%	Reduced
479	SCM SAB Capital Management New York	$31.9M	+$31.4M	2	3.21%	New
480	SWITC Stewart West Indies Trading Company Boulder, Colorado	$31.7M	+$7.15M	1	3.22%	Increased
481	BCM Basswood Capital Management New York	$31.6M	+$126K	6	1.48%	Increased
482	HA Halsey Associates New Haven, Connecticut	$31.5M	-$830K	4	7.04%	Reduced
483	Jacobs Levy Equity Management Florham Park, New Jersey	$31.4M	-$17.1M	10	0.6%	Reduced
484	Braun Stacey Associates New York	$31.2M	+$8.06M	6	1.33%	Increased
485	CDH Charles D. Hyman	$31.2M	+$482K	3	5%	Increased
486	PIA Piedmont Investment Advisors Durham, North Carolina	$31.1M	+$32.5M	5	0.66%	Increased
487	RCM Roystone Capital Management New York	$31M	-$4.65M	1	1.07%	Reduced
488	KMC Kirr Marbach & Co Columbus, Indiana	$31M	+$9.25M	3	5.43%	Increased
489	Rothschild & Co Asset Management US Stamford, Connecticut	$30.9M	+$1.9M	2	0.57%	Increased
490	Manning & Napier Advisors Fairport, New York	$30.8M	-$315K	4	0.13%	Reduced
491	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$30.7M	+$3.85M	13	0.62%	Increased
492	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$30.5M	-$1.63M	3	1.57%	Reduced
493	MSA Mason Street Advisors Milwaukee, Wisconsin	$30.5M	-$60.1K	26	0.93%	Reduced
494	Virtu KCG Holdings New York	$30.4M	+$11.6M	30	0.54%	Increased
495	HC Hosking & Co Dublin, Ireland	$30.3M	+$2.24M	3	2.04%	Increased
496	Fjarde Ap-fonden Stockholm, Sweden	$30.3M	-$3.12M	10	0.73%	Reduced
497	OA OFI Advisors Philadelphia, Pennsylvania	$30.2M	+$13.3K	30	1.78%	Increased
498	Asset Management One Tokyo, Japan	$30.1M	-$4.85M	19	0.42%	Reduced
499	Altimeter Capital Management Boston, Massachusetts	$30M	+$95.8K	2	2.22%	Increased
500	SEI Investments Oaks, Pennsylvania	$30M	+$3.59M	31	0.27%	Increased