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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	FCM Flinton Capital Management Philadelphia, Pennsylvania	$42.6M	-$147K	18	1.45%	Reduced
477	NPIC Neumeier Poma Investment Counsel Carmel, California	$42.4M	-$1.37M	1	4.25%	Reduced
478	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$42.3M	-$474K	4	1.98%	Reduced
479	Polar Asset Management Partners Toronto, Ontario, Canada	$42.1M	+$31.1M	5	0.66%	Increased
480	Oppenheimer & Co New York	$41.8M	+$4.25M	19	1.07%	Increased
481	STB S&T Bank Indiana, Pennsylvania	$41.7M	+$148K	3	7.07%	Increased
482	PCM Pennant Capital Management Summit, New Jersey	$41.6M	-$17M	1	3.77%	Reduced
483	Letko, Brosseau & Associates Montreal, Quebec, Canada	$41.6M	-$1.13M	1	0.36%	Reduced
484	Commerce Bank Kansas City, Missouri	$41.3M	+$8.19M	11	0.54%	Increased
485	Handelsbanken Fonder Stockholm, Sweden	$41.2M	+$29.5M	3	0.9%	Increased
486	CIM Corda Investment Management Houston, Texas	$41.1M	-$2.22M	1	4.93%	Reduced
487	Amalgamated Bank New York	$41.1M	+$2.94M	26	1.11%	Increased
488	ZDA Zweig-DiMenna Associates New York	$40.8M	+$17.5M	4	4.43%	Increased
489	1SAMC 12th Street Asset Management Company Nashville, Tennessee	$40.7M	+$1.23M	1	10.21%	Increased
490	Disciplined Growth Investors Minneapolis, Minnesota	$40.1M	-$537K	1	0.79%	Reduced
491	TI TT International London, United Kingdom	$39.7M	+$38M	1	5.75%	New
492	RAM RWC Asset Management London, United Kingdom	$39.7M	+$3.73M	1	2.03%	Increased
493	JGC J. Goldman & Co New York	$39.7M	-$6.7M	7	2.08%	Reduced
494	Factory Mutual Insurance Waltham, Massachusetts	$39.5M	+$3.5M	2	0.41%	Increased
495	Rathbones Group Liverpool, United Kingdom	$38.9M	+$21.3M	4	1.58%	Increased
496	HA Halsey Associates New Haven, Connecticut	$38.4M	+$924K	4	6.56%	Increased
497	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$38.4M	+$36.7M	1	1.4%	New
498	SL Summitry LLC Foster City, California	$38.4M	-$6.91M	2	3.49%	Reduced
499	CIBC Asset Management Toronto, Ontario, Canada	$38.3M	-$386K	16	0.23%	Reduced
500	QAM QCI Asset Management Pittsford, New York	$38.3M	-$1.26M	7	3.92%	Reduced