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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	1832 Asset Management Toronto, Ontario, Canada	$34.9M	+$11.2M	8	0.09%	Increased
477	Hennessy Advisors Inc Novato, California	$34.8M	-$2.44M	7	2.42%	Reduced
478	KMC Kirr Marbach & Co Columbus, Indiana	$34.4M	-$2.87M	4	12.8%	Reduced
479	SG Americas Securities New York	$34.4M	-$10.7M	31	0.22%	Reduced
480	MAMU Marathon Asset Management (UK) London, United Kingdom	$34.3M	+$6.35M	1	0.54%	Increased
481	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$33.9M	-$1.73M	27	0.09%	Reduced
482	Corvex Management New York	$33.7M	+$30.7M	1	1.94%	New
483	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$33.5M	+$17.9M	4	1.72%	Increased
484	FBA Front Barnett Associates Chicago, Illinois	$33.4M	+$270K	2	4.55%	Increased
485	TC Towle & Co Denver, Colorado	$33.4M	+$3.9M	3	5.6%	Increased
486	GGHC Gilder Gagnon Howe & Co New York	$32.4M	-$1.21M	4	0.2%	Reduced
487	HCM Hahn Capital Management Walnut Creek, California	$32.4M	-$24.9M	3	8.29%	Reduced
488	RHJA Rice Hall James & Associates San Diego, California	$32.2M	-$12.4M	10	1.3%	Reduced
489	D.A. Davidson & Co Great Falls, Montana	$32.2M	-$1.24M	11	0.56%	Reduced
490	IP Interval Partners New York	$32M	+$16.1M	5	1.8%	Increased
491	Point72 Asset Management Stamford, Connecticut	$32M	+$17.3M	8	0.16%	Increased
492	UM Ulysses Management New York	$31.8M	-$5.46M	2	3.49%	Reduced
493	Moore Capital Management New York	$31.8M	+$23.3M	6	0.61%	Increased
494	Natixis Paris, France	$31.8M	+$26.3M	9	0.23%	Increased
495	YCM Yiheng Capital Management San Francisco, California	$31.7M	+$2.32M	1	1.91%	Increased
496	Paradigm Capital Management Inc Albany, New York	$31.6M	+$6.1M	5	2.66%	Increased
497	MCI McDonald Capital Investors Orinda, California	$31.6M	-$429K	1	2.82%	Reduced
498	PP Paloma Partners Greenwich, Connecticut	$31.6M	-$30.2M	35	0.8%	Reduced
499	Bridgeway Capital Management Houston, Texas	$31.1M	+$5.05M	21	0.71%	Increased
500	AIA AGF Investments America Toronto, Ontario, Canada	$31M	+$2.05M	3	9.28%	Increased